Trusted by Leading
Private Equity Investors
If you're in
private equity,
you'll know...
Investment structure data has many uses...
From quarterly valuations to audits, exits, and tax — everyone needs it, and everyone needs it slightly differently.
It's constantly changing...
New instruments. New shareholders. New terms. Every update has a knock-on effect across the fund and PortCo levels.
And it's hard to find.
Scattered across inboxes, spreadsheets, and third-party advisers, with no shared source of truth.
No central truth
results in...
Costly errors
Ownership gaps and tax missteps — often only uncovered during audits or exits.
Open to risk
Painful audits. Inaccurate valuations. Compliance blind spots that slip past until it's too late.
No oversight
No one knows what's accurate, who has the latest version, or what's been signed off.
DealsPlus provides a single place to
manage investment structures
throughout the fund lifecycle
…so you can ditch the back-and-forth, collaborate in one
place, and save thousands of hours across key workflows.
REAL-TIME UPDATES
When a transaction is logged, everything updates automatically
When a new transaction is logged in DealsPlus — at either the fund or portfolio level — cap tables, share registers, and structure charts update instantly, complete with audit-ready documentation and automated approval workflows. So nothing falls through the cracks.
-
Automated quarterly sign-off workflow from PortCo
teams to Deal teams and CFOs
-
Up-to-date ownership records, valuations, and
structure charts, always accessible
-
Save 70%+ of time across holding period and exit
workflows
UNLOCK WORKFLOWS
Give everyone access to
what they need, without the back-and-forth
From quarterly valuations to audits, exits, and tax — everything relies on this data. With role-based access, every stakeholder, from finance to legal to compliance, can log in and get what they need.
DealsPlus powers all the
workflows that rely on accurate
investment structures:
Run quarterly
valuations with ease
Simulate exit waterfalls, equity valuations, and more — in a few clicks.
Make annual
audits less painful
Grant auditors view access to traceable, documented records.
Always be
exit ready
All ownership, instrument, and tax data is audit logged and up to date.
Respond to KYC
& AML in minutes
Up-to-date structure charts and IDs, ready to share anytime.
Stay on top of legal
entity records
Director changes, tax IDs, and entity data stay current with alerts.
Simplify fund and
portfolio accounting
Accountants get access to current structure data without manual reconciliation.
INTELLIGENT WORKFLOWS
Intelligent workflows ensure nothing gets missed
As you scale across funds and jurisdictions, tracking compliance gets harder and risks creep in.
Powerful features like approval workflows, quarterly sign offs, and global compliance reminders ensure nothing gets missed.
DEAL READY DATA ROOM
Keep your investment structures transaction ready
Often issues only surface when it's time to sell. With a robust way to maintain your capital records and deal ready data room, you'll always be exit-ready.
DONE-FOR-YOU SETUP
Let us take your fragmented data and build a structure around it for you
Getting started with DealsPlus doesn't mean starting from scratch. Our team of experts take take your existing structure data — no matter how scattered — and build a structure around it for you.
"Getting started with DealsPlus requires almost no effort. They took all of our fragmented data and came back two weeks later with a 99% complete structure inside the platform for one of our most complex portfolio companies. They even managed to guide us on a couple of things we'd been doing wrong the whole time."
CFO, pan-European PE Fund
Save thousands of hours by cutting the back-
and-forth across the investment lifecycle
More than
70%+
time saved on portfolio
management
More than
75%+
time saved on transaction-
related workflows
More than
8 - 10x ROI
over a 5-year
holding period
Want to see where the savings come from?
Explore how DealsPlus transforms the key workflows:
No pushy sales reps. Start with one portfolio company.
Ready to maintain a central record of your investment structures?
Schedule a call with one of our experts. We can discuss your
current
challenges — answer any questions you have, and walk you
through it.
It's a win-win:
You'll get actionable advice on what you can do to simplify
your complex capital structures.
EXPERT BUILT PLATFORM
Ongoing support from a team that knows the ins and outs of private equity
Our team has 40+ years of combined experience helping private market funds manage investment structures.
With 300+ transactions across the investment lifecycle under our belt—we know the challenges surrounding complex capital structures.
Need a hand keeping
structures up to date?
You can opt for our managed service option to handle updates for you.
World class security,
experience, and support
Security you can trust
DealsPlus offers both security and scalability with our Microsoft Azure architecture to meet the strict security requirements of our clients.
Easy to use
DealsPlus is designed to be easy to use at the fund and portfolio level. When you log a transaction, everything else is updated for you.
Unrivalled support
DealsPlus is built for private equity firms and portfolio companies like you-every client gets an account manager who is on hand to give you advice and support.
