Read the founder update
Extract figures from a company update, ready for the investment team to review.
Every investment,one shared record
Investments and commitments, together in Enobase.
The fund moves. The files fall behind.
An introduction in the inbox. Questions in a document. Commitments in a spreadsheet. Your next decision needs all three.
- Introductions to log
- Questions to track
- Commitments to reconcile
- Quarterly figures to collect
- Receipts to check
- Investor files to update
From the first meeting to the next call
One company, one dossier
Keep meetings, decisions and the next step together as an opportunity progresses.
From the first meeting to the next call
Keep meetings, decisions and the next step together as an opportunity progresses.
Keep the follow-up in sight
The amount still due and the document still missing, without another export.
Amounts still due
Group outstanding calls by age to prepare the next follow-up.
Documents to refresh
Find the investor records that need an updated document.
Prepare the work. Keep the decision.
Configure assistance around the documents you receive, with your team checking the result.
Prepare the investor report
Bring the approved figures into a draft report for your final review.
Choose what your team needs to own
A working guide to the options. Scope depends on the product and service you choose.
Opportunity follow-up
- Spreadsheets
- Manual
- Investment CRM
- Core focus
- Fund administrator
- By service
- Enobase
- Shared dossiers
Portfolio figures
- Spreadsheets
- Exports
- Investment CRM
- Varies by product
- Fund administrator
- By mandate
- Enobase
- Linked records
Commitments and receipts
- Spreadsheets
- Reconciliation sheets
- Investment CRM
- Varies by product
- Fund administrator
- By mandate
- Enobase
- Shared register
Adapt your process
- Spreadsheets
- Edit the file
- Investment CRM
- Product options
- Fund administrator
- Agree the service
- Enobase
- Configure your workspace
| Your work | Spreadsheets | Investment CRM | Fund administrator | Enobase |
|---|---|---|---|---|
| Opportunity follow-up | Manual | Core focus | By service | Shared dossiers |
| Portfolio figures | Exports | Varies by product | By mandate | Linked records |
| Commitments and receipts | Reconciliation sheets | Varies by product | By mandate | Shared register |
| Adapt your process | Edit the file | Product options | Agree the service | Configure your workspace |
Start with one part of the fund
Your existing files
Map the register and agree the data to bring across before the first import.
A clear first scope
Start with opportunities or portfolio follow-up, then expand when the team is ready.
Your fund calendar
Plan the switch around investment closings and reporting deadlines.
Questions before you start
Your workspace is organized around companies, vehicles and commitments. Agree the first workflows with us before rolling them out.
Show us your next investment dossier
Bring your opportunity list and one recent capital call. We will map the first useful workflow together.