IVP Private Equity is a comprehensive private equity portfolio management platform. Asset managers can use this solution to manage and analyze deal pipelines, deal KPIs, valuations, cash flow analytics, and portfolio financing. It integrates all the tools and best practices required to optimize and control the entire deal management process, providing a single source of truth to deal professionals.

IVP Private Equity is specifically designed to assist with every step of deal management with full transparency and control across operational and analytical workflows

Core Capabilities

Deal Transparency &
Lifecycle Management

  • Track the deal lifecycle from pipeline to exit
  • Perform due diligence management and active tracking
  • View actuals vs. projected cash flows
  • Track deal contacts and email communications
  • Use a centralized document repository
  • Give IPs and deal teams seamless access to deal information via mobile applications

Portfolio Company
Data Collection

  • Seamless interface for portfolio companies to upload monthly, quarterly, and annual datasets with embedded data quality checks and controls
  • Monitoring dashboard for tracking data collection status across portfolio companies
  • Subscription-based, real-time alerting for anomalies
  • Scheduled and ad hoc mailer alerts to remind companies for send data snapshots

KPI Management,
Reporting, & Analytics

  • 200+ KPIs pre-configured across industry verticals
  • Active tracking and alerting of deal covenants
  • KPI reporting and analytics with real-time alerts
  • KPI scorecards for both fund- and deal-level analytics
  • 10+ pre-configured reports for KPI trends for CIO review
  • Built-in support for user reviews with full lineage

Critical Advantages for the front, middle & back offices

Integrates all the tools and best practices to optimize and have full control of the deal management

Delivers a single source of truth

Enables the Business Development/Investor Relations team to effectively handle requests with complete transparency

High operational efficiency with the ability to manage deal pipelines in real-time and centralized manner across various Investment channels

Key Benefits

  • Handle requests effectively with complete transparency
  • Increase operational efficiency by managing deal pipelines centrally, in real-time, across channels
  • Standardize due diligence processes across the entire investment team
  • Manage tasks, reminders, notes, meeting schedules and updates on the go with a mobile solution
  • Generate insight with portfolio management and analytics
  • Ensure expense tracking and allocations comply with regulations