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Private Equity
We offer various consulting, data aggregation, research, operations improvement, and infrastructure assessment services for Private Equity firms. Our solutions cater to Private Equity institutions and investors such as limited partners, general partners, venture capitalists, family offices, mezzanine lenders, and real estate investors. Our comprehensive Private Equity fund solutions module, infoPrivateEquity™ can be configured and extended to meet your proprietary needs. This module can be used for managing traditional private equity, direct- and co-investments, gatekeepers, fund of funds, institutional investors, endowments, foundations, and family offices. infoPrivateEquity™ module offers the following functionality: • Track overall exposure across partnerships by type, geography, industry, sector • Profile fund managers and store due diligence information on fund managers: (vintage, type, etc.) and portfolio investment • Conduct carry, hurdle, and preferred return analysis with investment realization and forecast • Track and reference deal log (establish link to underlying offering documents for a PPM) • Record and track campaigns, events, and related fundraising activities (conversations, correspondence, follow-ups, etc.) • Track deals, manage pipeline from lead to investment to turndown • Link deals to contacts and documents; track activity history and record financial information (valuations, fund investment, etc) • Store and assist in tracking and deriving NAV • Track investment commitments, capital calls, and distributions • Setup and compute fee agreement, management fee and carryover, claw back calculations • Tracking investment preferences and automatically generate e-mail, fax, and paper mail merges for capital calls, distributions, and other letters and documents linked to investors and funds • Ability to provide secure online reporting to limited partners and automating investor document generation Investor (LP) reporting • Ability to track and manage approvals and proxy for the fund |