Most deal management platforms were built for private equity: fundraising, LP relations, portfolio company KPIs. An event-driven book needs something else: live situations, dated catalysts, computed risk, and an audit trail.
No fundraising module pretending to be your workflow. Deals, assessments, regulatory checkpoints and documents, organised the way an event-driven desk actually works.
Notes, theses and assessments live on the deal record, searchable and reviewable. Conviction history stays with the fund when people move on.
Named sign-off before an assessment is final. The IC pack assembles itself from the evidence already attached to the deal.
Deploys into your existing Microsoft 365 tenant. Discovery to go-live in a six-week envelope, run by your analysts from week three.
PE platforms centre on relationships and fundraising pipelines. FPM centres on live market situations with dated catalysts, computed arb math and regulatory risk, which is the daily work of an event-driven fund.
Yes. Notes, theses, assessments and documents attach to the deal record with reviewer sign-off, giving you a research management system shaped around live deals rather than a generic notebook.
Let us walk through your current deal workflow, data sources, and regulatory coverage together, and identify where FPM creates immediate value.