Accelerate deal flow and increase capacity without increasing resources by digitalizing and connecting your investment lifecycle phases (DEVELOP-BUILD-OPERATE-CONTROL) end to end.
Pipeline and Business Development Key Features
Quickly generate project proposals with automatic pricing and document generation.
Aggregate project data and financial assumptions, project milestones, and document completion status to get full visibility into pipeline status including risk levels.
Quickly analyze portfolio and project status using custom views and filters to focus on the most important projects and drill down into project details.
Project Details Management
Collect and store detailed project information centrally, including all financial data, pricing outcomes, project milestones, and documents.
Configure project milestones to align with development stages and requirements and monitor on-track and at-risk projects.
Track and manage project workflow and task execution leveraging a variety of industry specific or self-configurable project planning templates.
Automated Notifications and Approval Processes
Automate task management, notifications, and approvals to improve business development team productivity and accelerate deal flow.
Engineering Project Workflow and Resource Management Key Features
Track and manage engineering and construction project workflow and task execution leveraging a variety of industry specific or self-configurable project planning templates.
Automated Notification and Approval Processes
Automate task management, notifications, and approvals to enhance engineering and construction team productivity and ensure more consistent on-time project delivery.
Configure project milestones to align with engineering and construction stages and requirements and monitor on-track and at-risk projects.
See aggregated tasks and timelines for your entire portfolio and filter by specific criteria, so that you can easily prioritize work and allocate resources across various projects.
Asset Financial Management and Reporting Key Features
Establish a â€śsingle version of truthâ€ť for all asset data and records with the ability to filter, sort, aggregate, view and share asset data, performance metrics, and hierarchical roll-ups in real time.
Manage all your documents in a single cloud repository leveraging version and permission controls, key terms tracking, and document tagging to quickly find details within documents.
Consistently meet contractual obligations and avoid penalties with detailed commitment logs with assignees and deadlines, automatic notifications and alerts, data traceability, configurable approval workflow, and Gantt chart views.
Detect underperforming assets early and improve investor guidance and confidence by quickly spotting and taking corrective actions based on up-to-date data on forecasted and actual revenue, OpEx, and system production.
Dashboards and Reports
Monitor and analyze the health of your portfolio via portfolio-level trend analysis and asset views (by regions, technology types, or stakeholder/investors). Make stakeholder reporting more efficient and accurate by automating your manual data collection, aggregation, and report distribution process.
Finance, Risk and Compliance Management Key Features
Automated Deal Pricing
Automatically control pricing quotes and financial assumptions on every deal with a hosted pricing model so that your team stays focused on the best opportunities.
Excel Models in the Cloud
Sync data from portfolio analytics, reports and project models all in one place, so that you have a single, reliable record of truth at all times.
Gain instant access to detailed change logs for all of your data fields so that you stop wasting time auditing project data, and start acquiring more projects.
Instant Investment Memo Generation
Generate high quality, accurate investment memos with the push of a button so that you can simplify and standardize your investment review.
Bulk Model Editing and Calculation
Calculate and update multiple financial models for multiple projects all at once, so that you spend less time crunching numbers and more time analyzing trends.