1. Copyright © Sumantra Tech Services Pvt. Ltd. All Rights Reserved. PE Front Office Solution

2. Key Benefits CRM Deal Pipeline Portfolio Management Investor Management Investor Portal Fund Management Reports & Analytics Contents

3. PE Front Office

5. PE Front Office – Key Benefits One of the only comprehensive and integrated solutions available in the PE marketplace Developed as a globally applicable, class leading and scalable “Online/Cloud” solution for the PE/VC industry clientele The software solutions’ User Interface (UI) is intuitive, easy to use & very comprehensive covering all aspects of GP office work flow requirements The flexible back end of the software allows for easy & inexpensive customisations making this software truly affordable for small & mid sized as well as large PE/VC funds globally Sits on top of/or integrates easily with any of your data information source system Works in both hosted as well as non-hosted environments No sharing of data across clients Custom branding for each client – logo, color scheme, email templates, workflows, etc. Auto backup with unique recycle bin feature & online help at each screen level All latest browsers & OS versions supported Works on Windows & Mac operated desktop, laptop, tablet – ipad, android based

6. CRM Quick creation of contacts and organizations Ability to categorize contacts based on contact type, role type, sector and sub-sector expertise Ability to manage calendar meetings, activities and tasks linked to contact or organization Comes with outlook plugin – synchronize contacts, calendar meetings, tasks and attach email communication to respective contacts Inbuilt document management - Ability to attach documents Reports

7. Deal Pipeline Quick and easy deal creation Customised deal stages & workflow Simple & advanced deal search Support for DD process (management check-list & alerts) Ability to attach documents to deals Ability to link contacts, organization and deal team members Ability to manage calendar meetings, activities and tasks linked to a deal Ability to attach email communication using outlook plugin Reports & Analytics

8. Portfolio Management Manage Equity, Loan and Bond investments Capitalization structure (i.e. actual investment cash flow in both INV and FUND CCY) Amortization Schedule Management for Loans / Bonds Expected future cash flows for realizations, yield or future follow-on investment Valuation, IRR and MoC projections Track Investee company financials Track Key Performance Indicators/Critical Success Factors Other Stakeholders and Co-investors tracking Notes & Comments (Quarterly Review / Investment Review / Others) Ability to link contacts, organization and deal team members Ability to attach documents and manage calendar meetings, activities and tasks linked to investee company. Ability to attach email communication using outlook plugin Reports & Analytics

9. Investor Management Track investments in existing funds Track potential investments in new funds Track fund raising activities and status for each investor Fund Raising Pipeline Fund Raising Analysis by Stage Fund Raising Investor Summary Track investors co-investments in portfolio companies Track investor level drawdown and distribution history Ability to link LP/investor team and advisors Ability to attach documents and manage calendar meetings, activities and tasks linked to an investor Ability to attach email communication using outlook plugin Reports & Analytics

10. Investor Portal Investor reporting system that enables documents and reports to be shared in a secured environment through a user friendly web interface Provide 24x7 access to fund information, reducing calls from investors for current and historical information Intuitive user interface that allows user to browse or search documents across funds Complete audit trail (Document Upload/User Activity/Admin Activity) Ability to filter the Unread or Recent documents since last login or for last 7 or 30 days Simple admin interface to manage funds, investors, users and folders Single/Multi document upload with auto allocation of documents to respective investors based on file naming convention Configure alerts to notify investors about new documents or updates Reports (User access permission/fund document list)

11. Fund Management Fund Performance – gross IRR and MoC projections Track investor level Drawdown and Distribution and summary at fund level along with net IRR projections Fund specific portfolio companies cash flow Ability to track fund costs (import from fund accounting software) Ability to track fund’s deal pipeline, portfolio and investors Ability to attach documents and manage calendar meetings, activities and tasks linked to an investor Reports & Analytics

12. Extensive reports & analytics at each screen and module level LP/GP partner friendly reports with quick access Option to view chart or data Charts with drill down functionality Export charts to JPEG/PNG formats Export data to Excel/PDF Print capability

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