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Private Equity Firms

Manage portfolio companies, LP relationships, and fund operations from one platform built for PE's pace of deals and reporting.

Fontavis Finance for Private Equity

Deal-driven, portfolio-heavy, always reporting to someone.

PE firms manage a portfolio of operating companies alongside fund-level obligations to LPs — capital calls, distributions, and reporting on a due-diligence-heavy, deal-driven cadence. Fontavis Finance connects the deal you sourced to the position you track to the report your LPs receive, instead of three separate systems.

  • Portfolio company visibility, not just fund-level reporting

    Track KPIs and valuations across every portfolio company from one dashboard, not a different spreadsheet per company.

  • Deal pipeline through to fund operations, connected

    The deal you sourced becomes the position you track without re-entering the same data twice.

  • LP reporting that matches what your team sees internally

    Investor reports and internal dashboards draw from the same source, so the numbers never disagree.

  • Capital calls and distributions, waterfalls included

    Modeled the way your fund documents actually define them — European, American, or tiered carry.

See Fontavis Finance for PE in action.