A robust and dynamic application that redefines an investment company
G Invest which is built on Microsoft Dynamics 365 Customer Engagement can empower the Investment firm to easily create, track, and manage Investments, Fund Raising Opportunities, and Client relationships. It allows you to get a complete 360* view of investment by drilling down to deal details, portfolio details, financial data, and reports with a single click. The investment firm can start profiting right away.
Today’s competitive financial world is more demanding and constantly changing the way they conduct business. Investment companies are always on the ledge to handle multiple portfolios, communication with wealth managers, type of deals, the margins they get out of each portfolio, and finally the real-time market data which is quintessential to running the business. The varied type of investment that comprises Public and Private Equity, Bonds and Sukuks, Fixed, Terms, Murabaha Deposits. Also, there is always a risk element involved and hence the role of an Investment firm is largely in understanding their investor’s mindset. Investment firms must be well equipped to cater to the demands of their investors. They need a unified, turnkey, and secure application that can fulfill all their business requirements in a hassle-free way.
G Invest which is built on Microsoft Power Apps can empower the Investment firm to easily create, track, and manage Investments, Fund Raising Opportunities, and Client relationships. It allows you to get a complete 360* view of investment by drilling down to deal details, portfolio details, financial data, and reports with a single click. The investment firm can start profiting right away.
- Deal Management
- Deal Types and Deal Transactions
- Scoring
- Key Financial Indicators
- Better Communication
- User Friendly Applications
- Dashboard Reports
- Integration with Market Data
- Portfolio Management
Typical investment companies always find it difficult to handle multiple portfolios and deal management which are the crux of the business. Also, we had several issues with our legacy system. Predominantly lack of interface with 3rd party systems, unable to integrate with real-time market data providers, fragmented information, and incomplete data which flow across the firm. After implementing G Invest, we could witness a phenomenal change in our system and the efficiency of the firm. We are thoroughly satisfied with G Invest which caters to our needs and eliminates most issues which we faced in the past. Kudos to the Global iTS team!!
Why G Invest?
Deal Management
G Invest provides a complete track of your deals Starting from deal origination to closure. It will help you to create key information relating to deals and can configure deal stages and workflow. It will show you the backlog of activities for a deal and consolidated as well.
Deal Types and Deal Transactions
G Invest aids you to understand the different Deal Types like (Private Equity, Public Equity, Bonds and Sukus, Fixed, Terms, Murhaba Deposits) that can be categorized into (Farevalue Profit and Loss, Farevalue other comprehensive Income, Investments from Subsidiaries and Associates). Then G Invest will do Deal Transaction based on their time frame. This transaction will automatically calculate the XIRR, stake, realized gain/unrealized gain based on transactions posted.
Key Financial Indicators
G Invest facilitates you to create key financial indicators for comparison per target company based on net profit, gross profit margin, current ratio, return on equity, unrealized gain, EBITDA, etc. and comparing them to the industry median.
Portfolio Analysis
G Invest helps the Investment firm to build a custom portfolio dashboard categorized between current investments and exited investments which shows key information related to portfolio companies such as Target company, Investment cost, business description, asset cluster classification, sectors & sub-sectors, investment date, last valuation, etc. It provides a complete analysis of your assets and their performance.
Dashboard reports
G Invest enables the firm to derive real-time Dashboard reports such as Key Financial Indicators over Period Comparison, Deal, Sector, Target Companies, Transactions, Financial Statements, Positions, and Activities. This can be drill down from a summary to the intricate detail of each deal. Also, it allows the Power BI tool to analyze and visualize and generate rich reports in a splendid way.
User-Friendly Application
G Invest is built on Microsoft Power Apps, is ready to use application. Any one can easily adapt to how to navigate this app. It can be seamlessly integrated with Microsoft products such as Outlook, Power BI, and Office 365 which are familiar in the market. This assists the Firm to use a single digital platform for all their operation.
Better Communication
G Invest gives a distinct advantage for the Investment firm to connect and communicate with the investor at any time. It provides the provision to record the investor’s requirements and notify the consultant to reach the investor by way of call, visit, instant chat, and other means.
G Invest helps the firm to communicate the market trends, key financial indicators, change in management, etc.. to the investor at any point in time.
Integration with Market Data
G Invest can be easily integrated with 3rd party market data providers like Thomson Reuters, Bloomberg, etc.. to get real-time data, share prices, financial statements, etc.. which helps the company to analyze and quickly decide on the deals.
Scoring
G Invest understands and builds rapport with the right contact namely decision-makers or influencers. Get to know their relationship background, merits, and how they could help your firm’s growth.
Want to know more about G Invest?
G Invest Process Flow
What are the Benefits?
