“We've got 50 different investments across the world. With DealsPlus, we now know all those structures are always correct, up to date, and maintained.”
“We've got 50 different investments across the world.
With DealsPlus, we now know all those structures are
always correct, up to date, and maintained.”
Head of Finance, Global PE Fund
The Big Industry Problem
Struggling to maintain an accurate record of your capital structures?
Struggling to maintain an accurate
record of your capital structures?
If you're in private equity, you'll know how hard it is to maintain an accurate record of complex capital structures. It feels like a constant battle of cross checking disconnected spreadsheets maintained by siloed advisors, administrators, and lawyers hoping everything has been kept up to date.
No central place to maintain capital structures, results in…
Costly errors
Often, issues in capital structure only surface when it's time to sell, resulting in expensive legal and administrative fixes.
Open to risk
Missed filing dates. Inaccurate valuations. Compliance issues. Relying on administrators to keep records in check leaves you open to risk.
No oversight
It's impossible to see how everything's structured without a live version of your capital records in one place.
DealsPlus provides a single source of truth
for your fund and portfolio structures
throughout the investment lifecycle.
DealsPlus provides a single source of truth
for your fund and portfolio structures
throughout the investment lifecycle.
...so you can ditch the back and forth between spreadsheets—and get a central place
for everyone to do ‘all the things’ that rely on accurate capital records with ease.
Get a process
Log transactions at the fund and portfolio level in one place
Forget sending spreadsheets back and forth and cross checking for errors. DealsPlus provides a standardised way for everyone to log transactions at the fund and portfolio levels in one place to save 95% of manual work
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Upload supporting documents with transactions to maintain audit trails.
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Add your investment structures and legal entities.
ONE SINGLE TRUTH
Run quarterly valuations, exit waterfalls, and more with ease
When you log a transaction in DealsPlus, it automatically updates your cap table data, share registers, and structure charts in real time so you can easily do all of the things that rely on accurate cap table data.
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Access real time ownership records across portfolios.
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Simulate waterfalls, equity valuations, and more in one click.
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Give user access to advisors, auditors, administrators, and portfolio companies so they can access what they need.
AUTOMATED WORKFLOWS
Remove compliance lapses and wasted effort chasing down errors
As you scale across multiple funds and jurisdictions, it's hard to keep track of investment structures and it's only a matter of time before you face compliance challenges or find yourself chasing down errors.
Approval workflows, quarterly CFO sign-offs, and submission reminders ensure nothing gets missed.
EXIT READY
Keep your capital structures transaction ready
Often issues 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.
Ready to maintain a central record of your capital structures?
Ready to maintain a central record
of your capital structures?
Schedule a call with one of our experts to see how the
platform could work for you.
It's a win-win: You'll get actionable advice on what you can do to
simplify your complex capital structures.
EXPERT BUILT PLATFORM
Get support from a team that knows the ins and outs of private equity
Get 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.
World class security,
experience, and support
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.
DONE-FOR-YOU SETUP
Let us take your fragmented data and build a structure around it for you
Let us take your fragmented
data and build a structure
around it for you
We know something new can seem like work. That's why, we take your fragmented data and build a structure around it for you.
It's a win-win: You can start with just one portfolio company. And if you decide DealsPlus is not for you, you'll walk away with a structure built from your fragmented data without paying a penny.
“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