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Investment Management for Private Equity

Investment Management for Private Equity

Investment Management

Managing portfolio investments is one of the key tasks for Private Equity funds. PE Front Office offers an extensive set of tools and features to track, evaluate, and execute investments across your portfolio.

This requires managing multiple instrument types such as Equity, Loan, Options, or Bonds. Further you can track actual and expected cashflows, capture valuations, and measure IRRs and MoCs along with automatically updated cap table.

Our Investment Management platform enables Portfolio Managers to respond faster to the market realities in portfolio investments and make investment decisions, based on precise information and extensive analysis.

Investment Management

Multiple Asset Classes

Track investments across multiple asset classes such as equity, debt, preference shares, convertible notes, bonds, and debentures. Furthermore, it enables you to manage multiple fund investments and managed co-investments.

Entry / Exit Financials

Gauge investment performance by comparing the entry and exit investment financial parameters.

Portfolio Company Information

Capture portfolio information and link the deal information seamlessly with the portfolio company. Get a bird’s eye view of portfolio performance with automatically calculated parameters, such as IRR and MOC.

Shareholding / Cap Table

Maintaining the shareholding pattern of fund and non-managed co-investors is a complex activity. Our Cap Table automates shareholding calculations, based on the entry and exit of shareholders.

Warehousing

Manage the warehousing of assets and transfer asset or instrument ownership easily to other funds or investors.

Actual and Expected Cashflows

Tracking actual cashflows vis-à-vis expected cashflows is an important indicator of your investment health. Use the dedicated features to capture cashflows while maintaining all the historical records.

Track Valuations

Track the valuations of assets, including instrument-wise valuations while maintaining all the historical records. You can specify the valuation methodology and upload supporting documents.

Portfolio Investment Performance

Easily track the performance of portfolio investments, through automatic IRR and MOC calculations based on the time series of cash flows and valuations. Perform predictive analysis and audit trails, based on the history of IRR and MOC.

Analytics & Reports

Perform real-time analysis of data and generate comprehensive reports with a variety of built-in analytics, such as Portfolio Investment Report, Portfolio Cashflow Report, and Instrument Level IRR Report.

Our Solutions

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Productivity Multipliers