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From Prospects to Activities
Get a high-level overview of your portfolio companies. Quickly see how much capital is utilized, what the expected returns are and easily evaluate overall risk. Keep track of which existing portfolio companies require additional funding, who has enough capital to grow and which company will require additional capital deployment in the near future.
Store key documents into InvestGlass and build Call report linked to these documents. Store different versions of their decks. Always review the latest file versions and never lose track of notes or insights about a specific prospect thanks to InvestGlass Contact Report.