Trusted by Leading
Private Equity Investors
WITHOUT DEALSPLUS
Investment structure data lives in scattered Excel files and inboxes
Fund and PortCo teams manage their own versions — nothing matches
Hours wasted reconfirming, chasing, and cross-checking
Quarterly valuations, audits, exits, and more take weeks
WITH DEALSPLUS
Transactions are logged once, in one place
Single source of truth used by Fund, PortCo and Adviser teams
All investment structures up-to-date with a full audit trail
Everything that relies on investment structure data moves faster, with less effort
"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
How you'll use DealsPlus
throughout the fund lifecycle...
QUARTERLY REPORTING
Run quarterly valuations and exit waterfalls with ease
Without DealsPlus, every quarter kicks off a scramble. Finance teams chase deal teams and PortCo CFOs for fragmented investment structure data, standardishe formats, and manually link inputs to waterfall models. Errors creep in.
With DealsPlus, all your investment structures stay in sync. Valuations and exit waterfalls update in real time when a transaction is logged — no chasing, no reconciling.
FUND AUDITS
Give auditors access to the data they need
Without DealsPlus, audits mean hours of cross-checking spreadsheets, chasing PortCo CFOs for confirmations, and manually responding to audit queries.
With DealsPlus, auditors get view-only access to a central record where every transaction is time-stamped, documented, and traceable.
DUE DILIGENCE
Stay transaction ready
Without DealsPlus, diligence prep means tracing years of cap table changes and validating fragmented ownership and entity records.
With DealsPlus, ownership data and supporting documents are always time-stamped, audit-ready, and easy to hand over.
EXIT DOCUMENTATION
Close deals faster with data
that's ready to flow
Without DealsPlus, finalising deals means reconstructing years of data, filling gaps, and delaying signing — while adviser costs climb.
With DealsPlus, shareholder and structure data flows straight into SPAs, funds flow, and disclosures — so deals close faster, at lower cost.
FUND & PORTFOLIO ACCOUNTING
Make fund and portfolio accounting simple
Without DealsPlus, accountants chase ownership data, manually validate historical share issues, and rebuild interest schedules across entities.
With DealsPlus, share capital, interest schedules, and entity disclosures are always complete, current, and export-ready.
KYC & AML REQUESTS
Respond to KYC and AML
requests 7× faster
Without DealsPlus, each KYC or AML request means digging through scattered files, chasing director details, and going back and forth with PortCo CFOs.
With DealsPlus, structure charts, legal entity info, and director documentation are always up to date — ready to share in seconds.
COSEC, TAX & COMPLIANCE
Keep every entity record complete, compliant, and
audit-ready
Without DealsPlus, share registers, tax IDs, and company data live across spreadsheets and inboxes. Tracking changes and preparing filings take weeks.
With DealsPlus, all governance data — from share registers to tax reference numbers — is up to date and accessible in one place.
Save 1,000+ hours of manual work —
with up to 10× ROI over a five year holding period
Typical time saved across funds
managing 10+ portfolio companies:
58%
time saved on quarterly
valuations
67%
faster audit cycles with
shareable access
75%
less effort preparing for due
diligence and exits
57%
time saved on fund and
portfolio accounting
86%
time saved on KYC
and AML requests
73%
less effort maintaining CoSec,
tax, and compliance records
Wondering what DealsPlus
could do for you?
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.
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
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.