Software Built for How PE Firms Actually Work
Custom deal flow management, LP portals, fund administration, and portfolio analytics. Built for security, compliance, and the way your team actually operates.
$2B+
AUM managed on our platforms
100%
Uptime for LP portals
8-16 weeks
Typical delivery
0
Data breaches
Sound Familiar?
Running a PE firm on spreadsheets and generic tools creates friction at every turn.
Spreadsheet Hell for Fund Operations
Your fund data lives in dozens of Excel files across multiple versions. LP capital accounts, carried interest waterfalls, portfolio valuations. One formula error and your quarterly reports are wrong.
LP Communications Are Manual and Scattered
Investor updates go out via email attachments. LPs call asking for documents you sent last month. There's no single source of truth for investor communications, and it's eating your IR team's time.
Deal Flow Gets Lost
Opportunities come in from partners, advisors, and cold inbound. They live in inboxes and sticky notes. By the time you realize a deal was worth pursuing, someone else closed it.
Security and Compliance Anxiety
You're handling sensitive financial data and confidential deal information. Generic tools weren't built for this. You need SOC 2 compliance, granular access controls, and audit trails.
What the Right Software Delivers
Stop managing your fund in spreadsheets. Build systems that scale with your AUM.
Single Source of Truth
All fund data in one place. Portfolio companies, LP commitments, capital calls, distributions. No more version control nightmares.
LPs Self-Serve
Secure LP portal where investors access documents, view capital accounts, and download tax forms. Your IR team focuses on relationships, not document requests.
Never Miss a Deal
Structured deal pipeline with stage tracking, team collaboration, and follow-up reminders. Every opportunity gets proper evaluation.
Enterprise-Grade Security
SOC 2 ready architecture, role-based access, audit logging. Handle sensitive data with confidence.
What We Build
End-to-end PE software, from deal sourcing to LP reporting.
Deal Flow Management
Track opportunities from sourcing to close. Pipeline stages, team assignments, meeting notes, and document management. Integration with CRM and email.
LP Portals
Secure investor portal with capital account statements, K-1 distribution, document library, and performance reporting. White-labeled to your brand.
Fund Administration Tools
Capital call and distribution workflows, waterfall calculations, carried interest tracking. Automate the math that keeps your CFO up at night.
Portfolio Analytics
Real-time dashboards for portfolio performance, sector allocation, vintage year analysis. Connect to portfolio company data for live metrics.
Investor Reporting
Automated quarterly report generation, custom metrics, and benchmarking. Generate LP-ready documents in minutes, not days.
Data Rooms
Secure document sharing for fundraising and deal due diligence. Granular permissions, download tracking, and watermarking.
Built for LP Trust
Your LPs trust you with their capital. We build software worthy of that trust.
SOC 2 Type II Ready
Architecture designed to meet SOC 2 requirements. Security controls, access management, and audit trails from day one.
Role-Based Access Control
Granular permissions by fund, deal, or document. Partners see everything; associates see what they need.
Complete Audit Trail
Every access, download, and change logged. When compliance asks, you have answers.
LP Access Controls
LPs only see their funds and documents. Co-investment data stays confidential. White-glove privacy.
Data Encryption
AES-256 at rest, TLS 1.3 in transit. Your deal memos and LP data stay protected.
Compliance Notifications
Automated alerts for document expirations, compliance deadlines, and regulatory filings.
Integrations We Build
Connect to your existing tools. No more manual data entry between systems.
Salesforce
CRM data sync, contact management, deal tracking
DocuSign
Subscription agreements, side letters, LP documentation
QuickBooks / Sage
Fund accounting, GL integration, reconciliation
PitchBook / Preqin
Market data, comparable transactions, benchmarking
Box / Dropbox
Document storage, file sync, collaboration
Carta
Cap table management, portfolio company equity
PE Firms We Work With
From emerging managers to established institutions, we build for your stage.
Growth Equity Funds
Track high-velocity deal flow, manage board seats, and report to institutional LPs with enterprise-grade tools.
Deal sourcing, portfolio monitoring, LP reporting, board materials
Buyout Funds
Complex waterfall calculations, co-investment tracking, and integration with portfolio company financials.
Waterfall modeling, debt tracking, operational metrics, value creation plans
Venture Capital
High-volume deal flow, founder CRM, and portfolio support tools. Scale from seed to growth without outgrowing your systems.
Pipeline management, founder updates, follow-on tracking, portfolio services
Fund of Funds
Track commitments across managers, aggregate performance, and handle complex capital call/distribution timing.
Manager due diligence, commitment tracking, cash flow forecasting, consolidated reporting
Family Offices
Unified view across asset classes. Private investments alongside public markets, real estate, and alternatives.
Multi-asset dashboards, consolidated reporting, next-gen access, privacy controls
Emerging Managers
Right-sized tools for Fund I and II. Don't pay for enterprise bloat. Grow into more features as your AUM scales.
Essential LP portal, simple fund admin, deal tracking, investor communications
Why PE Firms Choose PSV
Not every dev shop understands private equity. We do.
We Understand Private Equity
Not our first fund management system. We know the difference between committed and contributed capital, understand waterfall mechanics, and won't ask you to explain what an MOIC is.
Security First, Always
You're handling LP PII, confidential deal information, and sensitive financial data. We build for SOC 2 from day one. Your compliance team will approve.
Fixed Pricing, No Surprises
You know exactly what you're paying before we start. No hourly billing that balloons when integrations get tricky. PE deals are complex enough without budget surprises.
You Own Everything
The code is yours. No per-user fees that grow with your team. No vendor lock-in. Host it on your infrastructure or ours. Your fund data stays under your control.
Custom vs. Off-the-Shelf PE Software
Off-the-shelf works for many. Custom wins when you need it to work your way.
| Consideration | Off-the-Shelf | Custom Built |
|---|---|---|
| PE Industry Knowledge | You explain waterfalls and carry | We've built fund admin systems before |
| LP Portal Security | Basic login and roles | Fund-level isolation, audit trails, compliance-ready |
| Integration Capability | Manual data exports | Direct connections to your accounting, CRM, and data providers |
| Customization | What you see is what you get | Your workflows, your reports, your brand |
| Scaling | Per-seat pricing adds up fast | Fixed cost, unlimited users within your firm |
| Data Ownership | Locked in their platform | You own the code and data, no lock-in |
How We Work
A process designed for PE's security requirements and operational complexity.
Discovery & Requirements
1-2 weeks
We learn your fund structure, LP base, deal flow, and reporting requirements. What's manual today that should be automated? What data lives in spreadsheets?
Technical spec + system architecture + integration plan
Design & Proposal
1-2 weeks
System design with security architecture, data models, and user workflows. You'll see exactly what we're building before we write code.
Detailed design + fixed-price proposal + timeline
Build with Weekly Demos
6-12 weeks
Development in weekly sprints with working software every Friday. You see progress, test features, and provide feedback before anything is finalized.
Working software in secure staging environment
Security Testing & Migration
1-2 weeks
Penetration testing, data migration from existing systems, and user acceptance testing. We don't go live until you're confident.
Security assessment + migrated data + trained users
Launch & Support
1 week + ongoing
Production deployment with monitoring and support. 30 days of bug fixes included. Ongoing maintenance plans available.
Live system + documentation + support handoff
Fixed Price. LP-Ready Security. Your Data.
Before we write code, you'll know exactly what you're getting, what it costs, and when it ships. Security and compliance from day one. You own everything we build.
Built for Institutional Standards
Your LPs expect nothing less
Frequently Asked Questions
Common questions from PE firms considering custom software
How much does custom PE software cost?
Most private equity software projects range from $75,000 to $250,000 depending on complexity. A focused LP portal might be $75K; a full fund management platform with deal flow, fund admin, and investor reporting could be $200K+. We provide fixed quotes after discovery.
Why not use off-the-shelf PE software?
Off-the-shelf solutions work for many firms. But if you have unique workflows, complex fund structures, or need integrations that don't exist, custom development pays for itself. We're honest about when custom makes sense vs. when you should use existing tools.
How long does development take?
Typically 8-16 weeks from kickoff to launch. A focused LP portal might be 8 weeks; a comprehensive fund management platform is usually 12-16 weeks. We'll give you a realistic timeline after understanding your specific requirements.
Can you migrate data from our existing systems?
Yes. We've migrated data from Excel, legacy fund admin systems, and various PE software platforms. Data migration planning is part of our process, and we ensure nothing gets lost in transition.
How do you handle security for sensitive fund data?
Security is built into the architecture from day one. Role-based access, encryption at rest and in transit, audit logging, and SOC 2 ready controls. We can also work with your compliance team on specific requirements.
What about ongoing maintenance and updates?
After launch, we offer maintenance plans starting at $5,000/month that include hosting, updates, and support. Alternatively, we can hand off to your internal team with full documentation and training.
Can LPs access the portal from mobile devices?
Yes. LP portals are built responsive and work on any device. For firms that want a dedicated mobile app, we can build native iOS/Android apps as well.
How do you handle complex waterfall calculations?
We build waterfall engines that match your LPA exactly. Hurdle rates, catch-up provisions, clawback calculations, and GP co-invest carve-outs. We test exhaustively against your existing models before going live.
Ready to Modernize Your Fund Operations?
Book a free discovery call. We'll learn about your fund structure, current pain points, and what better operations would look like. Then we'll tell you honestly whether custom software makes sense.
No sales pitch. Just a straightforward conversation about your fund's needs.