Why DealsPlus for private markets

DealsPlus
provides a single

source of truth to
manage
fund and
portfolio
structures
throughout the

investment
lifecycle.

DealsPlus provides a single

source of truth to manage

fund and portfolio

structures throughout the

investment lifecycle.

Investment Management

Track and manage
your fund
and
portfolio structures

Track and manage your fund

and portfolio structures

End to end cap
table management
End to end cap table management

Administer portfolio cap tables with ease,
access real-time ownership records across
portfolios, and Simplify portfolio valuations
and exits waterfalls. 

Administer portfolio cap tables with ease,

access real-time ownership records across

portfolios, and Simplify portfolio valuations

and exits waterfalls.

Automate compliance
and controls

Gain real time visibility and control over

compliance obligations across your

investment structures. Never miss a
deadline,
collaborate across teams and

advisors, and stay audit & exit ready.

Provide role
based access

You can provide role based access across

your teams, portfolio companies, external

advisors, and service providers. Save
time
and effort in maintaining a system
of record.

Legal Entity
Monitoring

Gain visibility & control across legal entity

data, maintain dynamic & interactive

structure charts, and meet the needs
of
multiple stakeholders - legal,
tax,
compliance 

Investment Execution

Digitise your deal
closing
processes
and funds flows

Digitise your deal closing

processes and funds flows

Structure charts

DealsPlus Close automatically creates a

structure chart at deal closing. By linking

with your closing documents, our
structure
chart creates a visual and
intuitive closing
bible across your deals.

Sources & Uses

Equity, loan and external debt sources are

matched against each cash use of funds.

Legal Steps & Fund flow

DealsPlus Close generates a legal step
plan
with everything needed for your
accounting
entries after the deal
has closed.

Closing Wires

DealsPlus Close automatically creates a

structure chart at deal closing. By linking

with your closing documents, our structure

chart creates a visual and intuitive closing

bible across your deals.

Portfolio Exits

Keep your
investments

transaction ready

Keep your investments

transaction ready

Enable speed and accuracy during
transaction
events and due diligence.

Enable speed and accuracy during transaction

events and due diligence.

Maintain a deal
ready data room

Maintain a data room that is dynamically

connected to your legal entities,
compliance
calendar, and capital
structure.

We’ve got
you covered

We’ve got

you covered

Security you can trust.

DealsPlus offers both security and scalability

with our Microsoft Azure cloud architecture.

User Friendly

DealsPlus combines simplicity in design and

use with enterprise grade capabilities to
create
a superior experience for you and
your teams.

Managed Service

We offer a managed services that includes

platform upkeep.

Customised Onboarding

We can migrate you to DealsPlus with
minimal
time and effort at your end.