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Limited Partners Software

Comprehensive & Modular Limited Partner Management Platform

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PE Front Office software for limited partners 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. 

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Limited Partners Software

Comprehensive & Modular Limited Partner Management Platform

PE Front Office software for limited partners 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. 

Request Free Trial
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Purpose-Built Software for Institutional Investors

Deal Flow

Deal Dashboards: Centralized view of real-time deal data with Kanban view, List View along with a Smart dashboard
Intuitive Deal Creation: Create deals for both investee companies and investee funds via email plugin, mobile app, or bulk upload using Excel
Initial Application Screening: Automate investee fund initial application submission and screening for fund raise via customized webform and workflows
Detailed Deal Attributes: Track key attributes like deal stage, sector or sub-sector. Additionally, for FoFs you can track fund size, commitment, and investment manager details to gain visibility
Configurable Deal Stages: Track deals across multiple stages, right from prospecting, on to IC review, and to commitment
Custom Due Diligence Workflows: Define and track tasks and activities for your custom due diligence workflow
Analytics and Reports: Actionable insights with In-built analytics- pipeline movement, sector/stage spread, quarterly snapshot and deal tracker reports
Deal Data Room: Collaborate seamlessly with external consultants using secure data room

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

Productive Multipliers

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Team Collaboration and CRM


Seamless management of contact and organization records across deals, portfolios, external associates and investors with easy collaboration

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iOS & Android Mobile App


Stay on top of information and key updates with our iOS and Android mobile app

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Outlook and Gmail Plugins


Synchronise emails, calendars, contacts and tag any record maintained in PE Front Office via Outlook and Gmail plug-in

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3rd Party Integrations


Integrate with 3rd party tools for importing and exporting data such as ledger system for a seamless cross-platform collaboration

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Google Drive/One Drive link


Connect your document repositories like Microsoft One Drive and Google Drive for ease of access

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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

Interested to see how it works?