Centralize investment data and performance metrics across your portfolio

Performance

An interactive analytics platform providing “at-your-fingertips” access to fund, investor, and investment data. The platform is also used by Fund Administrators to provide an enhanced service to their own customers and sub modules include a configurable LP Portal for Investor access to analytics and documents.  

FirmView Performance features include: 

  • Firm, Fund, Investor, and Investment level positions and look-throughs 
  • Analytical Dashboards, Reporting and Trends 
  • Credit line and Bank Account analytics 
  • Tear Sheets for Internal Company Updates and Externally for Investors 
  • Portfolio Schedules
  • Capital Account Statements
  • Funded and Unfunded Commitments 
  • Positions and Gain Loss Metrics 
  • Performance Metrics (IRR, TVPI/MOIC, RVPI, DPI) 
  • Investment attributes, KPIs, and Financials
  • Data for Investor Inquiry Responses 

Created for Private Capital firms to bring together information from accounting data sources (augmented with investment, CRM, and market data) and provides pre-built management and investor relations dashboards, analytics, and reporting. 

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

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