For private equity
Private equity operations — without the spreadsheet sprawl.
Private equity operations get complex fast: more portfolio companies, heavier LP expectations, and finance cycles that cannot wait on tribal knowledge. We automate the workflows inside Affinity, Carta, Excel, and Workspace — without forcing a new portal on partners.
The pressure
PE ops break where VC templates stop scaling.
- Portfolio company reporting scattered across Excel, email, and ad-hoc portals
- LP and GP reporting rebuilt under deadline from three sources of truth
- Deal pipeline and CRM hygiene that never stays current across the partnership
- Fund finance cycles that depend on heroics instead of controlled workflows
What we deliver
An operating model finance and partners can trust.
- Validated portfolio data before it reaches an LP pack
- LP/GP reporting with a defined freeze, review, and distribute path
- Deal and relationship records that stay reconciled to the operating model
- Capital call and distribution support with audit-ready evidence
Systems
The same four systems — tuned for PE complexity.
Deal Flow
Investment pipeline software hygiene inside your CRM — not a shadow spreadsheet.
Portfolio Data
Portfolio company reporting and KPI cycles that survive a larger book.
LP Reporting
LP and GP reporting packs with freeze calendars and controlled review.
Fund Finance Ops
Capital calls, distributions, and reconciliation with audit-ready evidence.
Map private equity operations to a written plan.
Forty-five minutes with a partner. We identify the highest-leverage workflow and leave a recommendation — whether or not you engage us.