Comprehensive Platform Overview

This document outlines the steps to effectively leverage the front office platform, a consolidated tool designed to manage various aspects of portfolio and individual deals. The web-based system offers versatile views and role-based permissions, ensuring each user's experience is tailored to their needs.

Step 1

Focus on the front office platform, a consolidated tool designed for managing portfolios and individual deals.

Step 2

The platform is web-based and accessible on any browser, such as Google Chrome. Each screen has a unique link that can be copied, pasted, and shared with colleagues.

Step 3

Links can be embedded in emails, reports, or messaging tools, leading directly to the desired screen. The system is entirely role and permission-based, offering a portfolio management-oriented view.

Step 4

The platform provides a breakdown of various funds, charts, graphs, performance metrics, and a deal-level watch list that can be triggered by delinquent financials or reporting requirements.

Step 5

Performance metrics include financial KPIs and covenants such as LTV. The system provides a consolidated view across books or funds, allowing users to stay updated as data points are refreshed.

Step 6

While this view is tailored for portfolio management, other views cater to deal teams and analysts. The platform's flexibility ensures that each login offers a unique experience based on the user's role.

Step 7

For users focused on the deal life cycle, the homepage displays names at various stages, along with tasks and activities requiring updates or monitoring, all within the same system.

Step 8

As updates occur at the deal or investment level, charts and summary views refresh in real-time. The system can send notifications, and users can export data to Excel or PDF.

Step 9

Towards the end, we'll explore reporting, which includes standardized reports featuring your logos and colors for both internal and external use. The system utilizes hubs and dashboards to enhance user experience.

Step 10

Ultimately, the platform tailors the experience to individual relevance, ensuring users engage only with pertinent information.