eVenture

Contacts: The best of breed CRM system which can be fully integrated with Outlook.

Many clients start with our relationship management system and build upon this. Our CRM has been a key part of eVenture since 1999 and has evolved to become best of breed.The relationship management system is not only a contacts database, but will allow you to track interactions between individuals and the organisations they work for, be it an investor entity or a portfolio company. Where individuals are a key source of deals, these relationships are automatically monitored. Our relationship management system will synchronise with MS Outlook.



Deals: Our deal log is flexible and can be easily adapted to your working practices 

The deal log module tracks prospective investments from first meeting through each stage until rejection or an investment is made. You can set your own options on the type of data and which stages to track. Use your own terminology and set up workflow to suit. Rejections can be linked to a predefined email response and upon investment, core information is automatically transferred to a new investment entity.





Investments: An unlimited number of investments can be captured. 

Over 200 data items can be recorded for each investment. All of these are user definable. At the heart of this module is a multi-currency transactional system which can freely support any instrument type. Multiple valuation options are supported. Input is fast and calculations of cost and IRR are automatic.






Investment monitoring: Powerful and visual reporting sets eVenture apart.

110 key performance indicators can be defined across 4 data types (actual, budget, forecast and original plan). Indicators can be set as either direct input or user defined calculations.  Periods can be set as month, quarter or year. We allow the capture of 10 commentaries per time period and for these to be used for different types of reports. This means that different commentaries can be applied for  internal and investor reports. A KPI template spreadsheet can be provided to portfolio companies to fill in. This can be imported into eVenture. All KPI’s can be displayed graphically.



Funds & other investing structures: Funds, partnerships, co-investors can all be captured.

eVenture provides many investing structures as standard from Limited Partnerships through Funds of Funds to Evergreen Co-investment schemes. Investors and potential investors into any of these are captured in detail and can be marketed too. All address information is held in the relationship management module allowing the use of standard mail merge and email merge tools.





Reporting: An EVCA pack is offered as standard with graphing on demand.

eVenture provides nearly 200 reports which include a rich selection of graphs. Reports in the system will work once data has been populated, but in addition, many can be user modified and saved for reuse. This eliminates the need for custom report writing. As standard, we provide a fund reporting pack to European Venture Capital Association (EVCA) standard with an automatic PDF report pack facility.