A 360° View built for the Private Capital Market
A specialized SaaS platform for private capital funds and service providers
Carry & Compensation
A comprehensive carried interest and compensation management platform supporting fund level, deal-by-deal, employee capital co-investments, base, bonus, and other compensation arrangements.
You will have powerful features to help you manage the full life cycle of each allocation profile:
- GP Carry Participant Allocation Changes and Vesting
- Total Compensation Management and Reporting
- Forecasting and Distribution Notice Production
- Employee Portal for Data and Document Access
A 360o view of Investors, Funds and Investments to provide the performance and exposure metrics used by Finance, Investment and Investor Relations teams.
Performance Management can help you achieve this by offering the following key features:
- Firm, Fund, Investor, and Investment Dashboards / Interactive Portal
- Analytical Reporting and Trends
- Tear Sheets for Internal Company Updates and Externally to Investors
- Investor Inquiry Responses
Highly efficient, fully auditable workflow driven processes for partner transfers, subsequent close, equity pickups, month-end close, management fees, and waterfall calculations. Designed to complement and enhance your FIS Investran implementation.
- Calculations, Review and Approvals, Analytics, and Audit Trail
- 2-way Integration with Accounting Systems (Investran)
- Examples: Management and Performance Fees, Partner Transfers, etc.
Get Started with FirmView Today!
FirmView® is used by leading private capital firms across private equity, private debt, venture capital, and energy as well as alternative investment fund administrators.Schedule Demo
We make it easy
Interface with your existing accounting system through multiple integration options to get onboarded to FirmView® quickly. Create one version of the truth by managing and delivering on performance reporting metrics for funds, investments and investors from one solution. Utilize the FirmView® upload process to import portfolio company data and carried interest allocations seamlessly. Contact us to learn more.
Who uses FirmView?
FirmView® is used by leading private market firms across private equity, private debt, venture capital, real estate, and energy as well as alternative investment fund administrators.
How is FirmView different?
GP Portal – has direct integration with accounting platforms (i.e., Investran) to provide an easy-to-use user interface via a web-based portal supplemented by information typically stored offline or in disparate systems (i.e., portfolio company metrics)
Carry & Compensation – is specifically built to handle the complexities and variations across various carry plans used by fund managers to allocate carried interest awards. Firms are able to integrate other compensation details with carried interest awards (i.e., co-investments, salary, bonus, retirement, etc.)