Investment Proposal Approvals
Enable informed decision making and optimize portfolio management by automating investment proposal approvals

Why automate?
A streamlined investment proposal approval process holds the key to leveraging growth opportunities. The review process for investment proposals is very stringent and considers the proposals from multiple angles. There are several evaluation steps that an investment proposal undergoes, which are conducted by stakeholders spread across departments. Review and approval of investment proposals manually is inefficient and inadequate, especially when handling large volumes of investment proposals. The key to efficient and effective approval of investment proposals is to streamline the process through automation so that organizations can capitalize on lucrative investment proposals.
How Cflow Can Help Automate the Process
Centralized Submission of Proposals
All investment proposals can be electronically submitted via the centralized platform in Cflow. This platform ensures that all the relevant data and proposal analysis are documented consistently, and facilitates easy access and review by stakeholders.
Automated Due Diligence Checks
All preliminary due diligence checks on investment proposals are automatically performed in Cflow. From financial analysis to risk assessment to compliance verification, Cflow does all these checks automatically and ensures that thorough analysis on the proposal is done.
Smooth Approval Workflows
Cflow routes all investment proposal approvals via predefined workflows, ensuring that comprehensive review is conducted by decision makers in a timely manner. Automation minimizes delays and speeds up the decision making process.
Comprehensive Reporting and Portfolio Tracking
Cflow offers detailed reports on proposal statuses, approval timelines, and investment outcomes. This data supports better portfolio management and strategic planning by providing insights into past investment performance.
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“I’m really impressed with the support provided by Cflow. There has never been a time when they have kept me waiting. A product that is simple to use and a team that is smart and extremely fast are factors that help me feel reassured and confident.”

Ronald Tibay
Senior IT Manager @ NutriAsia, Inc
“The WFH environment during the COVID-19 pandemic made it clear how inefficient our processes were. Cflow allowed us to digitize paper forms with automated workflows. If you can envision a tool for an online workflow, it can be done in Cflow!”

Stephanie Duncan
Registrar @ Freed-Hardeman University
“We are extremely liking CFlow. So far any issues that we’ve had once we contacted support they were able to help us resolve the issue. This has helped us take a paper process and replace it, faster and more streamlined now for us.”

Bradley Wilkins
Director of Technology @Hazel Park School