IT Services and Solutions for Private Equity Firms

Online platforms meant to streamline limited partner (LP) onboarding, targeted outreach, and commitment tracking. LPs can self-register, compare fund offerings, and manage subscriptions. Private equity firms can configure automated workflows for potential investor segmentation, prospectus distribution, engagement tracking, follow-ups, and subscription document issuance.

A digital workspace to manage interactions with institutional and individual LPs, advisors, and deal intermediaries and track capital sourcing pipelines across private equity funds and fundraising cycles. It centralizes investor data and documents, tracks subscriptions, contracts, and investment performance, logs LP communications, and auto-updates pipelines as deals and negotiations progress.

Solutions that rely on robotic process automation (RPA) to search and scrape private company fundamentals, applying filters like revenue tier, industry, geography, and more. They continuously screen public sources and capture user-defined corporate signals, such as debt growth, management changes, and strategic shifts. Large language models (LLMs) can be applied to auto-retrieve and summarize research-relevant data from multi-format documents and media files, including earnings call transcripts.

Software used to simulate and evaluate the financial impact of various capital raising, investment, portfolio company transformation, exit, and risk scenarios. It can automate time-framed financial calculations, what-if analysis, and stress testing for complex transactions like leveraged buyouts, acquisitions, mergers, and secondary investments. Such solutions can accommodate statistical and machine learning (ML) models with the PE firm’s specific input and output parameters and custom predictive logic.

Software that centralizes and automates the management of complex debt structures across the private equity firm’s portfolio companies. Such systems monitor tranche-level leverage utilization and funds availability, track company-specific covenants and loan amortization schedules, calculate due principle and interest amounts, and enforce repayments. Configurable notifications alert users about upcoming maturities and compliance test dates.

Solutions aimed to help private equity firms manage end-to-end deal flow pipelines across investing and acquiring processes. They automate multi-step workflows related to target company qualification, LOI issuance, due diligence, deal closing, and exit enforcement. Deal stakeholders can trace collaborative activity logs and track task progress (e.g., NDAs signed, legal review completed, investment approved) using interactive dashboards.

Secure online repositories used to organize, store, and share confidential data related to private equity deals. Deal parties can upload and review business documents and collaborate on due diligence tasks. VDRs enforce permission-based access controls to data, maintain a complete log of user activities, and instantly flag illegitimate data manipulations (e.g., attempts to release data via forwarding, copying, or printing).

Software used to aggregate, analyze, and monitor data on the performance of portfolio companies, PE funds, LP holdings, and the firm’s value creation plans. Such solutions calculate and track the chosen capital performance metrics (IRR, MOIC, DPI, TVPI, etc.) and portfolio company KPIs (e.g., revenue growth, an EBITDA margin, debt paydown). They automate variance and performance attribution analytics.

Software meant to streamline the operational management of portfolio companies and value creation initiatives (e.g., governance restructuring, staff optimization, entering new markets). It can be integrated with portcos’ internal systems (HR, CRM, ERP, etc.) to automatically capture and track operational metrics. Private equity managers can set company-specific operational targets and monitor real-time progress and deviations.

Solutions that automate PE transaction recordkeeping, asset valuation, cash positioning, and investment reporting. They handle PE-specific calculations (e.g., FMV for portcos, distribution waterfalls, tiered carried interest, region-specific taxes) and offer rule-based reconciliation and report generation. Custom systems can support multi-currency, multi-book accounting in accordance with IFRS, GAAP, and other necessary standards.

Digital platforms that let private equity LPs securely access fund documents, commitment history, investment performance data, holding and capital statements. Such portals can be integrated with portfolio management and accounting systems to automatically share investor-relevant data and introduce real-time reporting options. LPs can communicate with private equity professionals via live chat tools.

Software used for real-time monitoring of the private equity operations’ compliance with the firm’s internal policies and required regulations, including local standards (e.g., federal AML/CFT and OFAC rules and the SEC anti-fraud provisions for the US). Such solutions automatically spot and report compliance breaches across areas like investor KYC, private equity advisory, due diligence, and disclosure reporting.

Software that automates the integration, cleansing, validation, enrichment, lineage, and maintenance of disparate data relevant to private equity research, fund administration, and portfolio company management operations. Centralized data storage prevents data silos and duplication, eliminates manual data processing routines, and enables secure, role-based access to the data for the firm’s employees.

Solutions that enable automated calculation, forecasting, and reporting of chosen metrics across fund operations, finance, investor experience, and risk management areas. Analytical dashboards offer an aggregated view of area-specific KPIs with slice-and-dice options for multi-dimensional data visualization. Advanced systems can incorporate AI-powered predictive and prescriptive analytics.

Smart chatbots that can interact with private equity professionals in a manner closely resembling a human conversation. They instantly process textual and voice user inquiries and communicate the requested information in regular human language. Users can ask assistants to find deal-relevant data, frame PE research insights, draft non-standard documents, suggest the optimal negotiation strategy based on the firm’s best practices, and more.

Blockchain-based solutions that let private equity firms convert the fractions of ownership rights in privately held companies into tradeable digital tokens. The issuance, distribution, trading, and transfer of tokenized PE occur automatically on the blockchain according to the firm’s unique rules coded in smart contracts. By tokenizing equity shares, the firms can increase asset liquidity, reduce minimal investment, and attract a broader equity investor base.