System function of equity investment project management system. System function 1. Project Information Base The project information base includes all the projects in the system, which are divided into received projects, follow-up projects, frozen projects, invested projects and withdrawn projects according to the business status, covering the whole life cycle of the projects. Warehouse project management: a list of all projects of the company, recording basic information and related documents. , including viewing the project, editing the project, terminating the project, deleting the project, and following up the project management: it mainly refers to the list of projects that have entered the research stage, and follow up from several nodes such as preliminary investigation, field investigation, project approval and due diligence. Investment project management: record the normally completed projects, where enterprises can query the detailed information of historical projects. Frozen project management: refers to the project information that is terminated in advance due to special circumstances during the project. Post-investment project management: record key investment data such as investment amount, share ratio and entry multiple. Exit project management: record the exit process and behavior of the project. 2. Research management In the research stage of the project, customers can define different research stages in the actual business management process, such as the preliminary research stage and the project establishment stage. At different stages, they can define milestone events, such as completing research reports and convening project inaugural meetings. When the landmark event is completed, the project can enter the next stage. 3. Meeting management manages important meetings in the process of project promotion, including project kick-off meeting and investment decision-making meeting. The conference efficiency can be greatly improved through the conference management function of the system. Conference management can be brought into the standardized category through the "conference card", comprehensively define various relevant elements of the conference, clarify the theme of the conference, and clarify the roles of participants, decision makers and reporters. It can provide services and records before, during and after the conference from the mechanism and information, thus solving many problems of poor information transmission and communication before and after the conference. 4. Investor information database Investor management mainly provides management for all kinds of investor information data of equity investment companies, which are divided into institutional investors, individual investors and government agencies. This module can complete the addition, editing and query of investor information. At the same time, it has accumulated a rich investor database for equity investment enterprises, providing a data basis for further customer grading, sorting or analysis. For customers who have filed files, they can sell funds for actual business operations. 5. Fund information database Fund information management mainly provides management for fund company information data of equity investment companies, and records detailed information such as equity structure, registered capital, investment projects, dividends and disclosure information of fund companies. You can also manage the fundraising process and check the fundraising progress in real time. 6. Collaborative Office realizes the office automation management of daily business of investment institutions, including: public affairs management, personal affairs management, office supplies management (procurement, warehousing, inventory management, material requisition and write-off, etc. ), fixed assets management, document management (drafting, proofreading, auditing, issuing, signing, etc. ), contract management, document management, personnel management (personnel files). Second, the system features 1. The core of a complete project information base business system is project management. According to the business process of equity investment, the system dynamically grasps the progress of multiple projects, and comprehensively collects and sorts out the data of each project. According to the flexible definition of organizational role and the management of operation authority, and organically combined with the workflow in the process of business processing, business processing with project management as the core is realized. The project information base includes all the projects in the system, which can be divided into three stages according to the business status: before investment, during investment and after investment, and the project information in different stages can be quickly viewed. 2. Standardized business processes In terms of standardized processes, a set of clear, perfect and standardized project management business processes has been formed from the input of initial project information to the exit of the final project. Nodes in each link can be configured at will, which can intelligently adapt to the changes of various business needs of different companies. Record the whole process of the project from project claim to project withdrawal. Each process is tailored for equity investment companies with different needs, and its function is closer to the actual business process of the company. From pre-research to decision-making management, business links are subject to report management, approval step by step, interlocking layer by layer, and team decision-making. Including the computerization of all data, the person in charge of each link and the handling opinions. After investigation and handling by the investment department, risk control department and other departments, the quality of the enterprise has been effectively controlled and the risks have been avoided. With highly centralized information, decision makers can make more accurate decisions. 3. Accurate data statistical analysis Accurate data statistical analysis function, relying on powerful data center and advanced technical means, using line charts, pie charts and other forms to vividly display the results of data analysis. Including project schedule, project net profit rate report, project profit rate report and other financial statements. It ensures the accurate statistical analysis of data and its practicability and authenticity, and helps equity investment enterprises to carry out standardized management business. 4. Convenient and comprehensive reminder mechanism The system reminds the task processing, project progress and meeting decision in real time through SMS, email and system messages, so as to grasp the project progress in real time. In the process of task processing, you can freely choose a variety of reminding methods to remind the task handler, and you can limit the completion time to strengthen the execution efficiency of the business, so as to complete the business efficiently. 5. Flexible authority allocation mechanism The system authority control is detailed, and the authority management is divided into modules and functions. The system permission function is accurate to the button mechanism. Flexible configuration in which roles and personnel are closely bound. Relying on the powerful data center, we can judge the security level of various operations and functions more accurately. Without permission, any data and statements will not be accessed, queried, printed and output, thus strengthening internal control, data confidentiality and security management. The modification authority is separated from the viewing authority, which effectively ensures the authenticity and stability of the data. Through the general reading of the above articles, I believe I have a certain understanding of the system functions and characteristics of the equity investment project management system. Objective The equity investment project management system is suitable for venture capital enterprises. Of course, there are advantages and disadvantages, and investors need good judgment.