When you trial a WhiteSky Studio account you can choose a template application do get you started. Templates provide functionality which can be adopted or adapted to your requirement.
Our Partners it Venture have provided a Private Equity administration template, investIQ. This tempalte provides a feature-rich flexible portfolio management tool that can be designed to fit your business processes. Modules provided include:-
- Deal flow – CRM – Fund raising – Fund capital transactions – Portfolio management and investment transactions – Reporting – Audit trail
Use this link to access the investIQ trial account.