A 360° View Built for the Private Capital Market

A private equity SaaS platform for private capital funds and service providers

Carried Interest & Compensation

A comprehensive carry and compensation management platform supporting fund level, deal-by-deal, employee capital co-investments, base, bonus, and other compensation arrangements.

Our powerful private equity compensation software has 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

Performance Management

A 360^o view of Investors, Funds and Investments to provide the performance and exposure metrics used by Finance, Investment and Investor Relations teams.

Our performance management software 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

Fund Accounting Automations

Highly efficient, fully auditable workflow driven processes for partner transfers, subsequent close, equity pickups, month-end close, management fees, and waterfall calculations. Our fund accounting automations are 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.)

Where is your data stored?

Our services are built on top of Microsoft Azure. The cloud strategy allows you to store and maintain your data in a robust, secure and scalable environment.

FirmView® supports clients with $1TN+ in collective AUM

Do More With Your Data

We serve Private Equity, Venture Capital, Real Estate, Infrastructure, Energy, Credit and Fund Administrators.

FirmView® gives users 24 x 7 access to their data

Supporting Clients 24/7

We believe in helping our client’s achieve their goals by learning and caring about their business just as much as they do.

FirmView® serves clients throughout the world

Available Wherever You Are

Built cloud-first using the Microsoft Azure and AWS, our platform services are accessible throughout the world.