Investment Management
BizProSys has a very robust toolset for you to manage your investment portfolio and investment management processes. BizProSys has the ability to handle all of your investment needs whether it is a real asset, company stock, commodity, etc. from the initial pipeline stage through more in-depth analysis and finally into the approval, and post-approval management stages and on-going monitoring to ensure you know what is happening with your investments at all times.
Investment Pipeline
Like most investors, your organization will have more investment options than you will ultimately pursue. To streamline your investment process, BizProSys has a Pipeline Management feature which allows you to more efficiently concentrate on the better prospects while also filtering out ones which don’t meet your criteria. The system can also retain any pipeline deal information for investments that you choose not to pursue for future analysis in order to give you better insight into your selection criteria.
Investment Analysis
Built into the system is the ability to record very detailed background information regarding your prospective investment options. For example, if the investment option is stock in a company, you can record and compare corporate structures, competitive environment, major buyer and supplier information, etc. in order to properly vet your target.
Our built-in financial modeling capability (projection models, historical data, and/or industry data sets) can be used for in-depth comparisons to other potential investment options or to compare to similar companies within their markets or elsewhere. By combining financial information with in-depth profile information, you can form a more accurate picture of how the company is performing than from either piece of information alone.
Investment Portfolio Management
You can manage your entire investment portfolio to ensure that target investments are dealt with by the appropriate experts within your company. You can also run Risk Asset/Product Filters to help ensure that your investment portfolio is not overly concentrated in any one risk factor (this can be any risk factor such as investment type, industry type, company size, country of risk, currency, etc.).
Before an investment is made, you can make sure that the appropriate approval level has been attained for either that individual investment or any potential portfolio threshold mix that would occur if that investment were to be made.
On an ongoing basis, you can set monitors to track specific portfolio conditions to prompt you to divest or concentrate further in your predetermined investment categories. For example, if you are invested in an industry heavily reliant on a key commodity and that commodity rises in price the investment manager can be notified of the added risk to their portfolio.
Post-Investment Management
If your investment gives you management control over a company, you can use the BizProSys Enterprise Management Solution to cut operating costs, control risk exposure, and maintain control over your new investment. Unlike other proxy management options, BizProSys allows you greater insight into your investments and can notify you much sooner of adverse conditions within the company thus allowing you to move more quickly to take appropriate action.
