A systematic approach to managing discretionary allocations

Carry & Compensation

A comprehensive  solution to manage allocations, joiners, leavers, vesting, forecasting and reporting with a dedicated employee portal. Carry & Comp also includes management of co-invest obligations, and full compensation including, salaries, bonuses, retirement, etc. to provide enhanced management and employee reporting.

  • Participant Carry Award Allocations

    Supports fund, deal-by-deal, tranche, vintage share and hybrid plans.

  • Joiner / Dilution Management

    Includes the ability to add new participants (employees, trusts, and legal entities) and associated allocations (and reduction of reserve pool or dilutable members). The system handles standard, phantom, and executive pool scenarios.

  • Vesting Schedules

    Enables you to create standard and exception-based vesting schedules linked to allocation schedules and individual participants with full reporting of vested and unvested balances.

  • Realization and Distribution Processing

    Generate distribution notices, quarterly tax estimates and automate tax and escrow withholdings for domestic and international carry participants.

  • Forecasts and Dollars-at-Work Reporting

    Ability to enter forecasted carried interest to auto-allocate to individual partners’ reporting and management analytics.

  • Employee Portal / Dashboards

    Provide employees with online access to documents and relevant data and analytics, such as their carry awards, co-investments and vesting.

Created for Private Capital firms to manage the complexities and variations across various carry and compensation programs. Firms that have outgrown spreadsheets use FirmView to reduce risks of miscalculation and have a golden source of truth for this highly sensitive data. Firms can leverage the participant portal to allow employees to login and view dashboard analytics and access their employee agreements and statements (i.e., yearly or quarterly statements and distribution notices)

Let FirmView Carry and Compensation provide the comfort and reporting you need for your carry and compensation plans.  

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.

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Comprised of technologists with extensive experience in Private Capital Markets, PFA Solutions brings technical expertise and deep business acumen to every problem we solve. 

Contact

PFA Solutions, LLC

8315 Lee Hwy Suite 520
Fairfax, VA 22031
(703)340-1190