Global ITS

GITS Private Equity for Dynamics 365 Customer Engagement

GITS Private Equity is fit solution on Microsoft Dynamics 365 to manage and improve the process of managing investment deals and helps analyzing best outcome from each deal. This will streamline the handling of complex investment structures, compliance with regulatory requirements and analysis financial details per target company and sectors/industries.

Features not limited to:
  • Deal and Portfolio Managements
  • Deal Pipelines
  • Fund Raising
  • Share Prices Update
  • Deal Transactions and Financials Calculations (Stake, Shares, Realized and Unrealized Gains, etc...)
  • Import Financial Statements (Actual/Budget/Forecast)
  • Key Financial Indicators Formulas builder
  • Compare Key Financials against Sector Median
  • What-if-Analysis for Deals Investments, Exit or Dividends 
  • Interface with Bloomberg, Thomson Reuters, IQCapital,, etc..

  • Various reports and Dashboards
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