Investment houseRUB 300m – 5bn
Site sections
Transactions & PortfolioTransactionsOwn portfolio
PROJECT PHOENIX · illustrative data

Client portal

You see the work in real time: stage status, completed documents, who received the asset and what they replied.

Documents

Everything prepared on your asset. These materials stay with you whatever the outcome.

DocumentStatusUpdated
Valuation report
Three methods, substantiation of the range
readyweek 2
Investment teaser
No names, for distribution
readyweek 3
Information memorandum
Full description for buyers after an NDA
ready week 4
Financial model
Normalised earnings, scenarios
readyweek 4
Target buyer list
With a rationale for each
in progress
Communication report
Who received it, who replied
ahead

Data room

Access is granted name by name and after an NDA is signed. You see the log: who entered, when, and which sections they viewed.