Financial Control Group Management System

PEPM private equity investment management software is an integrated investment management software designed for private equity investment institutions. Pre-investment research, investment execution, and post-investment management, fund operation analysis, investment income measurement and other functions.

Main Function Module

  • Home
    • desktop
    • Memo (task)
    • Address book
    • knowledge base
    • Work log
    • Home customization
  • System Configuration
    • Log
    • Configuration
    • user
    • user group
    • Document classification
    • Data model
    • menu
    • Custom Home
  • Project pool
    • Browse
    • New investment opportunities
    • Investment progress
    • Export
    • Import
    • View
      • Overview
      • Memo
      • Documentation
      • Finance
      • Investment situation
      • Revenue measurement
      • Contact person
      • advanced
  • fund
    • Browse
    • Add fund
    • View
      • Overview
      • Documentation
      • portfolio
      • LP
      • graph analysis
      • cash flow
      • LP funding
      • LP allocation
  • Recycle bin
    • file
    • fund
    • transaction
    • enterprise
    • Memo
  • transaction
    • Browse
    • Add transaction
    • Export
    • Import
    • View
      • Overview
      • Documentation
      • cash flow
      • Valuation
      • Revenue measurement
  • account number
    • account number
    • change Password
  • Public opinion monitoring
    • Public opinion monitoring
    • Keyword management
  • LP
    • Browse
    • Add LP funding
    • Export
    • Import
    • View
      • Overview
      • Documentation
      • cash flow
      • Valuation
      • Revenue measurement
  • Travel and reimbursement
    • Personal reimbursement
    • Reimbursement approval
    • Reimbursement settlement
    • Cost analysis
  • Fundraising
    • Browse
    • Add investor
    • Fundraising progress
    • Export
    • Import
    • View
      • Overview
      • Memo
      • Documentation
      • Fund portfolio
      • Contact person
      • Advanced

  • How To Become Efficient And Accurate Management Software?

    For investment groups with multiple investment platforms. It can realize the orderly exchange of data between multiple platforms, and achieve cross-platform cooperation and resource sharing. 
    For large investment institutions, there are many investment portfolios, complex businesses, and many organizational levels. Therefore, the requirements for compliance of business processes are high. The multi-platform version of PEPM has many unique features in terms of business process management and control.

     

    Custom business processes