We are committed to helping businesses re-think and manage their financials during these unprecedented times. Plan and keep track of current and future investments with our new investment feature.
This month, we are happy to introduce the first version of a new feature called "Investments" on GrowthWheel Online where you — or your clients — are able to add a list of investments, specify the expenses and returns, and print a one-page PDF page for each investment for a lender or investor.
This release will help you:
Add different investments of various types (staff, equipment etc.) along with an illustration
Set status for each investment as “considered”, “planned”, or “executed”
Indicate scenarios: best case, expected, and worst case
Automatically see the investment profile chart with expenses, returns, and accumulated cash flow
See the accumulated Return On Investment automatically calculated
Add assumptions for all expenses and returns
Download a page for each investment as a 1-page PDF file.
In this short video, David Madié will introduce you to the new feature:
An All-New Page for Investments
—Share a catalogue of possible investments as 1-page PDF-files
As always, each Investment can be downloaded as a visual 1-page PDF file. We make them fit by setting a limit of text and by only allowing to specify 5 main categories of expenses for new investments.
Keeping track of the investment status
For client companies who wish to map out many potential future investments, the feature makes it possible to indicate if an investment is considered, planned, or already executed.
Later, we will add a filter so you or your client can download or print just the investments that are relevant to the conversation.
Investment budgeting for different scenarios
More than ever the return on an investment very much depends on how things in the economy will play out.
This is why we made a feature so it’s possible to make investment profiles for various scenarios: best case, worst case, and expected case. In this way your clients can create and download a page for each scenario for discussion with lenders and investors.
