Limited Partners Software
Comprehensive & Modular Limited Partner Management Platform
Comprehensive & Modular Limited Partner Management Platform
PE Front Office empowers institutional investors including sovereign wealth funds, pension funds, insurance companies, banks, and family offices to efficiently streamline and optimize business processes across the entire investment lifecycle. Effortlessly manage multi-asset investments in both underlying funds and portfolio companies, enhance performance and reporting, and drive informed decision-making with smart, industry-leading solutions for investment management.
Purpose-Built Software for Institutional Investors
Deal Flow
Reports and Analytics
Out of the Box
• Access 50+ out-of-the-box reports across various modules
• Real-time standardized charts and in-depth module-level insights
• Download reports in multiple formats: Excel, Word, PDF, and PPT
• Evaluate complex what-if scenarios with advanced analysis tools
• Schedule reports at custom frequencies for streamlined monitoring
Quarterly Reports
• Consolidated view of portfolio, investor, and fund-level data
• Built-in charts/graphs along with quantitative and qualitative summary
• Quantitative evaluation such as IRR, NAV and cashflow projections
• AI-powered qualitative analysis for operating and financial performance
• One-click quarterly report generation in your brand format
ILPA
• Reporting based on the guidelines and standards set by the ILPA
• Uniform reporting practices across funds and strategies
• Standardize disclosures on fees, expenses, and fund performance
• IRRs and multiples with and without the effect of fund-level credit lines
• Transparency into the operations and economics of funds to the investors
Excel Add-in
• Fetch your deal, portfolio or fund level data in excel for further analysis
• Import your data from PE Front Office platform to excel on the go
• Build your own reports by defining custom filters using our Excel Add-in
• Create personalized, presentation-ready reports easily
• Save time with automated data updates
Bespoke Reports
• Generate custom reports in your brand templates
• Visualise different report formats – Excel, PDF and PPT
• All time accessible data will help create desired reports
• White label your reporting templates within platform
Productivity Multipliers
Team Collaboration and CRM
Seamless management of contact and organization records across deals, portfolios, external associates, and investors with easy collaboration
iOS & Android Mobile App
Stay on top of information and key updates with our iOS and Android mobile app
Outlook and Gmail Plugins
Synchronise emails, calendars, contacts and tag any record maintained in PE Front Office via Outlook and Gmail plug-in
3rd Party Integrations
Integrate with 3rd party tools for importing and exporting data such as ledger system for a seamless cross-platform collaboration
Google Drive/One Drive link
Connect your document repositories like Microsoft One Drive and Google Drive for ease of access
Secure Data Room
Secure and easy entity-level document collaboration like uploads, capture links, and access management with folder/sub-folder level structures
Our Clients
