One of our private equity firm clients had the need to leverage SharePoint 2010 to implement a comprehensive deal management system with the following functionality:

• Ability to group deals by stages, New Deals, Monitoring, On Hold, Acquired, Dead
• Real time email alerts when deal stage changes occur
• Dynamic weekly customized reports emailed to deal team members detailing status changes of relevant deals
• Customizations to make sure deals that reach certain stages have MD’s assigned to them

Please note the screenshot attached is not the actual customized screen, this is simply an out of the box simulation. Due to security reasons, the actual screenshot is not depicted.