Companies, Deals & Diligence
Maintain company records, follow deal stages, and organise tasks and evidence for your review.
Open deal workspacePequity · Private Equity Investments
Investments
Choose a workspace to continue your investment work.
Your workspace
Portfolio & Reporting
Maintain positions, enter dated cash flows and valuations, and report from the stored investment records.
Open portfolioDeal approvals
Request a review of the current deal, record a decision and follow its history.
Open approvalsPrivate documents
Keep document versions with the workspace or deal and control access through current membership.
Open documentsPersonal reminders
Choose reminders for overdue diligence and requested valuations.
Open remindersInvestor reports
Review and publish a dated portfolio summary, grant named access and withdraw earlier reports.
Manage investor reportsCreate a workspace
A workspace keeps investment records and access separate. You become its owner; you can then grant access to other Pequity accounts.
Workspace access
Access applies to this workspace only. Give access to an existing Pequity account using its account ID. Removing access takes effect on the next request.
Scroll the access list horizontally to see all columns and actions.
| Account ID | Role | Access expires | Actions |
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