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Investments on Deals
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Investments allows you to track your existing non-marketable assets. These can be assets such as mergers and acquisitions of other firms, or capital investments such as real estate, a book of business, or intellectual property. Track Time/Expense, Related Companies, InTouch Service Levels, and Activities such as phone calls, meetings, emails, and tasks, and Due Diligence, all in one place, for your Investments. 


Where can I see Investments?

To access Investments click Investments on the Navigation barYou will see a list of Recently Viewed Investments, which is filtered to show Deals related records, or other views that you or your firm create. Each view is searchable, sortable, and filterable. To view specific details of a company, click the Name.

What's in Investments?

Investments Menu

  • Details
  • Related
  • Notes & Files



  • Name
  • Type
  • Owner
  • Start Date
  • End Date
  • Company
  • NDA
  • NDA Expiration Date
  • Contact
  • Investment Pipeline Type


  • Gross Margin 5 yr Avg %

  • Gross Margin (TTM) %
  • LTM Revenue
  • NTM Revenue


Last InTouch

  • Last Email 🔑
  • Last Conversation 🔑
  • Last Contact Activity 🔑
  • Last Contacted By 🔑
  • Last Contacted On 🔑
  • Last Review Date 🔑


Next InTouch

  • Next Email
  • Next Conversation
  • Next Review Date


Referral Details

  • Referred By
  • Referral Note


  • Expenses (YTD) 🔑
  • Time - Hours (YTD) 🔑
  • Average Cost Per Hour (YTD) 🔑
  • Efficiency Ratio (YTD) 🔑
  • Expenses (12M) 🔑
  • Time - Hours (12M) 🔑
  • Average Cost Per Hour (12M) 🔑


Client Service

  • Ranking
  • InTouch Service Level

System Information

  • Ranking
  • InTouch Service Level



  • Underlying Activities



  • Contacts
  • Companies
  • Investment Opportunities
  • Related Companies
  • Notes
  • Files
  • Due Diligence
  • Time/Expense


Due Diligence

Allows tracking of key documents and data points in reference to this Company. Includes categories for:

  • Legal
  • Wealth Management
  • Compliance
  • Direct Investment



Notes & Files


  • 🔑 - Field is calculated, cannot be updated manually.



Salentica can be customized by your System Administrator, so your views & access may differ from this documentation. Please contact your System Administrator with specific questions.

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