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Enterprise Layer Intelligence
Categories/Tax & Accounting/Dealstack
Dealstack

Dealstack

Founded 2023

Manage private equity cap tables, waterfall calculations, and compliance workflows in one place

You can use Dealstack to manage private equity ownership structures, track cap tables, and automate complex waterfall calculations. It replaces spreadsheets by organizing deal documentation, equity plans, and transaction histories across your entire fund portfolio. Investment, legal, and finance teams can calculate net asset values instantly, run compliance checks, and prepare for audits without digging through deal bibles. Dealstack also handles management incentive plans, employee carry programs, and tax reporting, giving institutional investors and portfolio companies complete transparency over fund governance and transactions.

What Dealstack does

Model fund waterfall returns and distributionsCalculate portfolio net asset valuesTrack employee carry and incentive equityManage portfolio company capitalization tablesIndex and search transaction documentsVerify compliance data for KYC and tax filingsAutomated waterfall modeling and distributionsReal-time cap table tracking across complex fund structuresInstant net asset value calculationsCentralized transaction and legal document repositoryManagement incentive and employee carry trackingBuilt-in compliance and automated KYC verification

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Dealstack, cap table management, waterfall modelling, private equity, equity operations, NAV calculation, fund management, management incentive plans, carry tracking, legal tech, compliance automation, institutional investment, deal documentation, portfolio governance, private capital