The PCMS system can be customized so that an exchange (angel network) or private institutional investor (venture capitalist or private equity firm with portfolio companies and limited partners) can extend their brand as a financing source to companies looking for financing or accredited investors with investment capital. The system provides an accreditation and registration process to ensure regulatory compliance. PCMS also provides a flexible workflow to accommodate changing deal teams and workflow. The system also allows stakeholders to create affiliations with other stakeholders so that deal flow can be syndicated. The system is designed to accommodate foreign markets with its unique business rules, documentation and security structures.

Sample screenshots from the "PCMS" Company view
Review common stock issue history and valuation	Determine projected share price	View interested investors

Investors

• Exchange registration/accreditation* – direct investors and limited partners register and accredited according to exchange rules
• deal flow management – investors can see deal inventory and deal flow preferences
• deal management - due diligence management and the indications of interest submissions
• deal syndication – deals can be carved out amongst affiliate investors
• valuation analysis – multiple valuation selection criteria mechanisms to provide valuation triangulation
• portfolio analytics – sector analysis, return analysis, scenario analysis
• dilution analysis – forecast exit dilutions based on future events
• market analytics – sector ratios, performance ratios, capital flows
• buying/selling of primary and secondary securities – while ensuring compliance with covenants

Companies

• Exchange registration/accreditation – ability to control access of confidential information and ensure investor accreditation and compliance
• Investor management – provide performance updates and investor relations
• Ownership management – full capitalization management system with dilution analysis based on future financing needs
• deal management - including syndication to multiple financing sources, due diligence management and allocation of indication of interests
• Valuation analysis
• Market analytics

Exchanges

• registration and accreditation of investors interested in investing in private securities *
• registration and accrediation of companies looking to raise capital
• investor relations management
• company relations management
• market analytics
• Partnership accounting
• Deal flow management

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Tel: 415 691 4597
Email:

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