Private Equity

The go-to solution for private equity firms

Portfolio BI's integrated, modern tech stack can be tailored to how you run your business and give you the edge you need to thrive in an ultra-competitive market.

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Informed decision-making

Today, private equity investors struggle to connect with the ever-growing amount of data across the investment lifecycle. Each investment class requires different data types, from numerous systems that get lost on desktops, email threads, and disconnected systems. Portfolio BI allows firms to connect their data, portfolios, and processes to make fact-based investment decisions.
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Key Benefits For

Private Equity

Increased transparency
Streamlined operations
Reduced operational risk
Faster internal and external reporting
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As a leading private equity technology provider, we can help you:

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Achieve Frictionless Adoption
Our services are designed to ensure worry-free, end-to-end implementation, and timely resolution of questions and issues.
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Data Management Services
Portfolio BI is a modular end-to-end solution for private equity firms. At the core of this offering is our enterprise data management services supporting operational and accounting deliverables and front office performance and analytics needs.
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Skip The Learning Curve
Portfolio BI's preconfigured workflows help you start faster with automated setup, easy file management, and processes to help you grow your business.

How does Portfolio BI support private equity investors?

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Portfolio Management
Streamline collecting portfolio company-level data to assess and compare forecasted performance at the portfolio, investment, and asset levels.

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Stronger Due-Diligence
Portfolio BI gives Private Equity teams an in-depth summary of company profiles to help perform due diligence. Uncover valuable insight and information retaining to the company such as financial analysis, company employees, and more.
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Valuations
Effortlessly build advanced valuation models incorporating private and public comparable analyses while thoroughly tracking and documenting the entire valuation process, including assumptions and valuation results.
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Investor Relations
Manage fund reporting through dedicated workflow tools using this private equity investor portal. Quickly and easily share information with investors thanks to secure data rooms and interactive dashboards.
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Investor Reporting
Produce industry-standard reports and custom templates, allowing you to seamlessly share information with LPs, asset servicers, and consultants.

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Fund Administration and Accounting
Book and monitor transactions, support internal and investor reporting, and feed third-party accounting solutions with a fully functional general ledger solution.
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“Portfolio BI's rapid deployment, ability to support our business, and the demonstrated agility of the platform became key differentiators for us.”

Director of Operations, New York Investment Firm

"We felt that the time they dedicated to us was an invaluable and competitive differentiator. The support and expertise that PBI provides is unmatched."

COO, Alternative Investment Fund

“Working with PBI did not force us to compromise in any way. We were able
to leverage their strong technologists and deep business expertise to improve firmwide efficiencies.”

CIO, Alternative Investment Firm
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Portfolio BI

By The Numbers

3.5x
More cost-effective
The average cost compared to our competition in the private equity space.
+$1.5 Tn
Assets Under Management
Combined AuM of clients using PBI software and services
+60
Clients
The number of clients currently using Portfolio BI software products to grow their business.

Get the data you need to manage better business outcomes.

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