Guides
Private Markets Software Guides
Four categories of system that private-markets firms buy, and what each one is actually for. Written for the people who have to evaluate them — not as product marketing.
GP finance and portfolio operations
Private Equity Portfolio Monitoring Software
What portfolio monitoring actually has to do — collecting company financials, normalising them across a portfolio, and keeping every derived number traceable to its source.
Read the guideFund CFOs and controllers
Private Equity Portfolio Management Software
How the category is structured, what separates fund accounting from portfolio management from monitoring, and which problems each system is genuinely built to solve.
Read the guidePrivate credit portfolio managers
Private Credit Portfolio Management Software
Where private credit diverges from equity: bespoke covenant packages, amendment histories, cure periods, and position-level cash mechanics that general-purpose systems flatten.
Read the guideInvestor relations and fund reporting
LP Reporting Software for Private Markets
Preparing investor reports without losing the audit trail — governing fund data, keeping calculations traceable, and meeting the transparency LPs increasingly require.
Read the guide