Private Equity Software

Assess your own performance across multiple dimensions and through sophisticated analytics as it will be perceived by prospective investors in order to better prepare for their due -diligence.

Manage the entire fundraising process from AML and KYC verifications and contact management to investor onboarding and closing.

Streamline deal-sourcing activities with one centralized location for deal information in order to easily track deal financial performance and manage due diligence processes including deal expenses.

Streamline the collection of portfolio company level data in order to accurately assess and compare forecasted, budgeted, and actual performance at the portfolio, investment, and asset levels.

Effortlessly build advanced valuation models incorporating private and public comparable analyses, while thoroughly tracking and documenting the entire valuation process including assumptions and valuation results.

Map investment structures, including JV and waterfall partnerships, while tracking and forecasting fund and investor level cash flows and returns.

Book and monitor transactions, make capital calls and drawdowns, support internal and investor reporting, and feed third party accounting solutions with a fully functional General Ledger solution.

Automatically produce industry-standard reports and custom templates, in order to seamlessly share information with LPs, asset servicers, and consultants.

Manage fund reporting through dedicated workflow tools. Quickly and easily share information with investors thanks to secure data rooms and interactive dashboards.

Compare actual portfolio profiles with desired risk-return ratios, modelling scenarios to inform investment strategy and portfolio design decisions.

Manage your fund manager network and steer your investment opportunity pipeline effectively across your organization.

Conduct thorough assessments of incoming investment opportunities at scale through advanced and automated track record analytics.

Instantly access granular and high quality data about your investments down to underlying assets.

Efficiently and accurately manage, track and audit operations related to your investments across your portfolio.

Monitor your exposures at a granular level through a rich set of predefined dashboards and reports.

Measure the actual performance and risk of your portfolio through advanced analytics combining indices, benchmarks and other data sources.

Collect data and monitor performance and trends about your direct investments.