Deal Monitoring
One of the largest venture capital organisation from India needed a system to provide their relationship managers with a medium to record their clients and client wise investments, members, and board details in an online information management application.
Features
- DMS provides an interface for relationship managers to create a knowledge base of periodic investments that these managers make in their clients.
- Details of various parameters like Legal Documents, Investment Team, Board Members, Investment Fund, Investment Period, Investment Sectors, Investment Exit, Incentives etc. are stored in DMS.
- An intuitive single point Dashboard based interface allows managers to get all details at a quick pace, saving valuable time, further these dashboard entities can be drilled down till the leaf level to get complete details as and when required.
- A reminder module allows managers to set reminders for themselves as well as for the team too. Exclusive feature of Auto Reminders for pending documents, legal expiry, Missing Entities and ToDo lists is been incorporated for maximum ease with minimum effort.
- Management MIS provides a one view report for all manager wise and client wise investments and returns details.
- DMS is a thin client based solution used by 25+ users across various locations and is developed using Microsoft technologies like ASP.Net 4.0, SQL Server 2008, AJAX, JQuery, Crystal Reports, and SSIS.
