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Manage your investments from pipeline to portfolio

Bring deal management, diligence and portfolio monitoring together in one connected platform — helping your team identify investment risk earlier and create more value after close.

Manage opportunities, diligence and investment activity in one place.

Reduce fragmented workflows and manual data management.

Carry deal information into post-close portfolio monitoring.

Track financials, KPIs, valuations and cap tables.

Spot emerging risks sooner and act to protect investment value.

See PE Front Office in action.

Let's talk about how PE Front Office can help you streamline deal management, identify risks sooner, and maximize value across your portfolio.

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Monitor What Matters. Spot Risk Earlier. Create More Value.

Our Clients

Trusted by Leading Firms World Wide

Stephen Cardwell

Partner

“We have been highly impressed by the PE Front Office product and the dedication and professionalism of the PE Front Office team – who both understood our requirements and tailored the SaaS solution to meet our business needs”

Rochelle Moodley

Head of Operations

“Hlayisani Capital is continuously looking for efficient ways to enhance our processes. The PE Front Office solution is affording us the opportunity to consolidate all portfolio and deal information into a centralized source and provides sufficient monitoring and reporting tools. The customized reporting capability caters to our specific investor’s needs”

Jhonattan Rodriguez

Chief Investment Officer

“We are excited to partner with PE Front Office and implement their software, it’s an essential part of our services and aggregated value that we offer our clients, investors, and business associates, we are certain that this step will take us to the next level in our industry”

Jim Kenney

Managing Partner

“PE Front Office has been instrumental in providing “High Touch” custom CRM and deal flow solutions to Kenston Capital Partners. We consider the investment process as mission-critical, and PE Front has certainly delivered for us”

David Rabinowitz

Investment Associate

“As a driving force in Africa’s deep tech arena, Savant is always at the forefront of integrating best in class tools that complement our mission. This strategic move allows us to optimise our investment processes as we grow the number of funds we manage, from driving deal flows to capturing the interest of prospective investors, thereby reinforcing our commitment to highlighting Africa’s tech innovations in international markets”

Suhana Kohleffel Neerahoo

Chief Operating Officer

“We are excited to be implementing the PE Front Office solution, thereby providing our clients with an industry-first on-demand investment reporting tool. PE Front Office enables us to be at the forefront of Investment Portfolio Management and gives us a competitive advantage when attracting new clients due to the powerful system and information at our fingertips”

Owen Maubane

CEO

“We are excited to embark on this journey with PE Front Office to onboard a seamless investment management and investor reporting software tool that will significantly enhance our service offering to the investors in our funds”