Software Support
In this section you can access:
Software Disclaimer
The inclusion of and reference to specific companies does not represent an endorsement of these companies
Software Support
Software can help ease a fund managers ability to better manage a fund and its portfolio. Software can provide support at two levels – at the fund level and at the company level. At the fund level, it can support fund managers to standardize and maintain pipeline status, monitor portfolio performance and entry/exit events, and manage portfolio valuation and fund reporting. At the portfolio company level, software is most needed to standardize the recording of financial and operational transactions and ensure transparency in performance reporting to the fund manager. While these software help both the fund manager and investees better institutionalize their operations, choosing the right software can be onerous with several options available and insufficient information on which is best suited to one GP or the other and similarly for investees.
Fund Management Software
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Burgiss
Fund management software used mostly by LPs with several invested funds. Focused on essential private capital data and analytics for thoughtful investors. A solution provider for more than 30 years. Singular focus on private capital has set standards and allows investors better knowledge about their portfolios.
Key Features
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Portfolio management platform
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Private Capital Data
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Excel add in
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Deal Cloud
Fund management software targeted at fund managers and investment bankers and private equity deal teams.
Provides platforms, services, and expertise.
Key Features
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Sourcing and Origination
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Fundraising
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Sponsor coverage
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Institutional Knowledge
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Deal execution and management
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Portfolio monitoring
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Dynamo
Fund management software targeted at fund managers and GPs, Investment Houses, Asset Managers of all sizes Focused on solutions for just the private equity industry Developed by Preqin as an add on to their market data platform, but now run as a stand-alone service for fund management (and was recently acquired by Dynamo) Provides a comprehensive Suite of Solutions - End to End Accessible via computer & mobile, and housed on the cloud
Key Features
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CRM
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Fundraising & Marketing
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Deal management
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Investor relations
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eFront
Fund management software used by fund managers with large AUM.
Focused on solutions for the Alternative Investment industry across PE, FoF, and Hedge Funds.
Been a software solution provider for >20 years.
Key Features
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eFront - Insight (investor reporting), Invest, Office, Portfolio monitoring, Invest Café/Portal for investors. Accessible via computer & mobile, and housed on the cloud
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Preqin
Fund management software used by fund managers of all sizes. Focused on solutions for just the private equity industry Developed by Preqin as an add on to their market data platform, but now run as a stand-alone service for fund management (and was recently acquired by Dynamo) Provides a comprehensive Suite of Solutions - End to End. Accessible via computer & mobile, and housed on the cloud.
Key Features
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Portfolio Monitoring
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Valuation
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Fund Analyzer
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ESG and LP Reporting
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SharePoint
Cloud-based service that helps organizations share and collaborate with colleagues, partners, and customers. Enables GP internal communication and collaboration.
Key Features
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Ensures controlled access to internal sites, documents, from anywhere—at the office, at home, or from a mobile device
*Listed alphabetically, order does not indicate rank or preference
Small Business Accounting Software
*Listed alphabetically, order does not indicate rank or preference
Zoho Books
Cloud-based accounting solution with contact management, invoices, expenses, sales and purchase orders, project time tracking and inventory management. Also features automatic bank feeds, recurring billing and payment reminders, collaborative client portal, accounting and taxing, online payments, invoice templates and analytical reports.
Several websites provide reviews, quality and price comparisons of software offerings.
A few suggestions below.