A systematic approach to managing discretionary allocations

Private Equity Software for Carried Interest & Compensation Programs

A comprehensive carry and compensations software 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 carry and compensation software 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.

Distribution Workflow

Our distribution workflow streamlines the process of creating accurate distributions. You can distribute at the Fund, Investment or Investment Tranche Levels.

Vesting Schedules

Define custom vesting schedules based on various participant classes. Participants can be assigned different vesting schedules based on Fund or Investment and are tracked via Allocation Profiles.

Created for Private Capital firms to manage the complexities and variations across various carry and compensation programs. Firms that have outgrown spreadsheets use FirmView private equity management software 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.

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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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