PE Front Office

Founded by Raghav Bharadwaj in 2015

Manage alternative investment deal flow, portfolio monitoring, and investor relations

Pricing model

Demo, Paid

Rating

★ People love it

Time to value

Moderate Setup (1-3 hours)

You can use PE Front Office to manage alternative investment operations across private equity, venture capital, and private debt. It centralizes your deal pipeline, tracks incoming investment opportunities, and monitors portfolio company financial performance. You can coordinate fundraising campaigns, track communications with limited partners, and distribute quarterly reports through an investor portal. The system also handles loan management, tracks capital calls, and generates custom financial analytics to keep your investment committee and fund administrators aligned throughout the fund lifecycle.

What PE Front Office does

Record and track new deal flow opportunitiesIssue and track capital call noticesGenerate quarterly fund performance reportsLog interactions with limited partners and prospective investorsMonitor loan schedules and interest paymentsCollect periodic operating metrics from portfolio companiesPublish financial statements to an investor portalCentralized deal flow tracking across fund pipelinesPortfolio company performance monitoring and financial data collectionDedicated investor portal for sharing reports and documentsCapital call and distribution managementLoan tracking and private debt administrationCustom fund reporting and analytics generationInvestor relations tracking and communication records

Pricing breakdown

Pricing model: Book a demo

Frequently asked

Microsoft Excel, Outlook, Microsoft Outlook, Microsoft Word, Gmail, Power BI, Third-party accounting APIs, Custom API access, Active Directory

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