Product Overview


Accelerate deal flow and project execution without increasing resources by digitalizing and connecting processes within and across the DEVELOP and BUILD phases of your investment lifecycle.

Mercatus ILM Pipeline Management manages the energy project pipeline from idea to commercial operation date (COD).

This includes the core processes and workflow associated with the DEVELOP and BUILD phases of the investment management lifecycle, as well as the supporting FINANCE functionality.

Pipeline Management also leverages the DASHBOARD ANALYTICS, CLOUD DATA & DOCUMENTS REPOSITORY, and SYSTEM INTEGRATION LAYER ILM platform services.

To learn more about Mercatus ILM Asset Management (OPERATE phase) functionality, click here.

Key Capabilities and Features


DEVELOP Phase: Pipeline and Business Development

Proposal Generation

Quickly generate project proposals with automatic pricing and document generation.

Pipeline Consolidation

Aggregate project data and financial assumptions, project milestones, and document completion status to get full visibility into pipeline status including risk levels.

Pipeline Filtering

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.

Milestone Tracking

Configure project milestones to align with development stages and requirements and monitor on-track and at-risk projects.

Project Management

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.

BUILD Phase: Engineering Project Workflow and Resource Management

Project Management

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.

Milestone Tracking

Configure project milestones to align with development stages and requirements and monitor on-track and at-risk projects.

Resource Planning

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.

FINANCE Phase: Finance, Risk, and Compliance

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.

Audit Logs

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 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.

DASHBOARDS & ANALYTICS Service

CLOUD DATA & DOCUMENT REPOSITORY and SYSTEM INTEGRATION LAYER

Want to Learn More? Request Your Own ILM Demo.