Private Equity Technology Buyer's Guide

Lena Eisenstein
The private equity industry increasingly is focusing on strong firm governance, better portfolio oversight and deeper investor relationships as the keys to accelerated performance. Especially in tight markets, establishing better processes and tools around data protection, board communication, cap table management and competitive intelligence can streamline operations while mitigating risk. At the same time, gaining better visibility across the portfolio in more critical than ever, particularly as limited partners are increasingly pushing to become more active in oversight and in decision-making.

The right software can empower and enable private equity leaders to meet the challenges of this new reality. From secure meeting technology to market intelligence, the tools that firms rely on must be collaborative, must be flexible and must protect the organization's most sensitive data.

When evaluating private equity management software, it's critical to identify a solution that provides a streamlined, secure experience. Additionally, special attention must be paid to these essential categories:
  • Portfolio Operations
  • Security
  • Governance
  • Transparency
Knowing which questions to ask of a potential software provider is crucial. Download our private equity technology buyer's guide for the questions to ask ' and for the answers that indicate best practices.