Deal Pipeline and Due Diligence

Private i FrontOffice^TM is a hosted, browser-based application to manage offerings and due diligence in collaborative, virtual deal rooms.
Built on an enterprise-class document management platform, Private i FrontOffice marries the power of document management
to due diligence and deal management.

Private i FrontOffice offers deal teams a secure, team-based approach for both internal and external partners to collaborate on a deal-by-deal basis. Invite external partners such as attorneys and accountants to view documents, participate in discussions, and view progress on any deal.

Research and report on activity using built-in reports, and review historical offerings and commitments based on pipeline, key contacts, fund managers, investment types, and countless others. Manage contacts and meetings using the extensive contact management capabilities,
including Outlook synchronization, key date calendaring, alerts, and notifications that are built into the application.

Private i FrontOffice features:

1. 100% web-based application, no installation, accessible anytime, anywhere
2. Permission-based deal and document security
3. Tracking and reporting of portfolio allotments, deal focus, pipelines, and custom information
4. Powerful filters, views, and quick reports
5. Centralized communications through deal-specific discussion forums
6. Secure document storage and sharing
7. Extensive contact management capabilities
8. Outlook Synchronization and key date calendaring
9. Full text search of over 300 file types in seconds
10. Secure Web Access
11. One login to all your reports
12. Easy browser interface
13. Complete warehouse of all reports
14. Full PDF format support

Private i FrontOffice is available for use immediately. Please contact Bob Jemison at 315.673.9130 or inquiry»burgiss.com for more information.