Run deal flow, diligence, investor records and portfolio reporting from one place.
Private equity firms track deals in spreadsheets, diligence documents in shared folders and portfolio figures in emailed packs. The product holds the pipeline, the diligence files, the committee approvals and the quarterly numbers on connected records. Investor commitments, calls and distributions sit beside them.
A private equity firm works on two clocks at once. The deal team moves a target from first call to signed agreement, while the portfolio team follows companies the firm already owns. Both teams write to the same investors.
The records behind that work usually sit apart. Deals live in a tracker, diligence in folders and investor details in a contact list. Portfolio figures arrive as attachments that someone retypes into a model before any partner can compare them with the plan. Gaps appear.
Deal teams log sourced targets, note each conversation with an owner or an adviser, and move the target through screening, management meetings and diligence while partners watch the pipeline. Associates build the document request list and chase the data room. Partners review a summary. They decide whether the target goes to the investment committee.
After closing, a portfolio team collects monthly or quarterly figures from each company, compares them with the plan and drafts the update that goes to every investor in the fund. Finance records capital calls and distributions for every investor, and an investor relations lead answers questions about each commitment. Reports follow.
What goes wrong for private equity firms without a proper system.
What we would build for private equity firms.
Named the way your team already talks about the work. We start with whichever part the audit shows is costing you most.
A requirements checklist for private equity firms.
What to cover, which reports to ask for and what to put to every vendor, ready to print or save as a PDF.
A product already built for private equity firms.
It is adapted to how your business works before it goes live, and anything your trade needs that it lacks is added then.
Private Equity Firm Management Software
Deal pipeline, diligence workspaces, committee approvals, portfolio monitoring, investor records and quarterly reporting packs for private equity firms.
The business modules private equity firms use most.
Each one is also available on its own, or inside a system built for you.
The services behind it.
ERP, CRM and Business Software Implementation
One record of stock, orders, customers and accounts, set up so your team opens it every day.
Learn moreBusiness Process Automation
Approvals, reminders, follow-ups and reports that run on their own instead of on someone remembering.
Learn moreData Engineering and Business Intelligence
Dashboards that answer the owner’s Monday questions without anyone building an Excel sheet first.
Learn moreCybersecurity and Application Security
Logins, roles, backups and data exposure checked, so a staff exit or a lost phone is not a crisis.
Learn moreHow the work runs from Bengaluru for your city.
- 1
The audit, by call
A screen-share and a look at the sheets, Tally reports and WhatsApp groups your team uses. No travel needed.
- 2
A written proposal
Scope, what we build first and the cost, agreed in writing before anything starts.
- 3
Build in short rounds
Working screens shared every few weeks. Your team tests them from your own office.
- 4
Go-live, in person when it helps
For data migration and training we can come to your city. Travel is agreed in advance.
- 5
Support online
Fixes, changes and hosting handled remotely by the same team that built it.
Software we have built and run.
We only name clients whose work is published. These are systems our team designed, built and supports.
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Read the case studyQuestions private equity firms ask before they call.
Is this a fund accounting system?
No. It holds deals, diligence, investor records and portfolio figures. Fund accounting and valuation models stay in the tools your administrator uses, and figures can be exported to them.
Can we keep several funds and currencies?
Yes. Each fund has its own investors, commitments and portfolio companies. Currency settings are agreed per fund during implementation.
How is confidential deal material protected?
Access follows role and deal. A team member sees only the deals they work on. Every view and change of a document is logged.
Can we load our existing deal tracker?
Yes. The deal team’s spreadsheet trackers and contact lists are imported, and each deal lead reads the imported records against the originals before working in the system.
What happens in the free technology audit?
We look at the software, spreadsheets and WhatsApp groups your business runs on today and write down what works, what slows your team down and what is missing. A demo login, a screen-share or a few screenshots are enough to start. You get a report ordered by priority, and there is no obligation to hire us afterwards.
How much will the software cost?
We don’t publish a price, because it depends on what the system has to do. The audit settles the scope, and the cost goes into a written proposal before any work starts.
Related industries.
- Banks
- Business finance providers
- Chit fund companies
- Company secretaries
- Credit unions
- General insurance agents
- Health insurance agents
- Insurance brokers
- Life insurance advisors
- Loan agents and DSAs
- Loan officers
- Microfinance institutions
- Mutual fund distributors
- Non-banking finance companies
- Payment service providers
- Stock brokers
- Wealth managers and financial advisers
Part of a wider group.
Tell us how your business runs today.
A few lines on your spreadsheets, software and WhatsApp groups is enough. We reply the same working day.
- No obligation
- A reply within one business day
- Your details stay private
Start with your requirements
Seven short steps that tell us what you need. An engineer reads them before getting in touch.
Share your requirements