Comprehensive private equity fund and investor management software

Spreadsheets can no longer keep up with the data, investors and reporting demands private equity firms manage today. FIS® Private Capital Suite (formerly Investran) automates fund accounting and investor reporting, giving firms real-time visibility into their portfolios and operations. With integrated data management, automation and analytics, firms can reduce manual errors, meet investor expectations and scale confidently.

How can private equity firms simplify fund accounting and reporting?

  • Accounting automation: Automate fund and partnership accounting to improve accuracy and reduce operational costs.
  • Connected systems: Connect accounting, reporting and investor management on a single, unified platform.
  • Process optimization: Streamline complex processes to accelerate the delivery of investor-grade reporting.
  • Data automation: Replace manual data management to lower error risk and improve fund performance.

How does automation support growth and control?

  • Operational efficiency: Minimize risk and increase efficiency across accounting, reporting and performance measurements.
  • Process automation: Gain consistency, auditability and scalability by replacing manual tasks with automated workflows.
  • Controlled workflows: Boost control with predefined workflows that ensure processes are followed consistently.
  • Time savings: Free up time from data management to focus on strategic growth initiatives.

Why is real-time visibility critical for private equity firms?

  • Investment visibility: Gain immediate insight into fund performance, capital activity and investor commitments.
  • Risk analytics: Utilize real-time dashboards for a clearer picture of exposures, valuations and trends.
  • Portfolio insights: Make more informed, strategic decisions with access to accurate, always-on portfolio information.
  • Data accessibility: Respond faster to investor requests by having critical data readily available.

Private capital accounting and investor management

Private Capital Suite is a unified platform for fund and partnership accounting, giving you the tools to navigate complex funds, optimize diversified strategies and meet investor expectations.

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Digital Data Exchange

Access, analyze and share documents quickly and intuitively

FIS® Digital Data Exchange (formerly Data Exchange) provides private equity investor relations professionals with a digital portal that delivers branded, intuitive investor experiences, analytical dashboards and streamlined two-way communication. This digital portal integrates trusted Preqin benchmark data on over 11,000 private capital funds, enabling investors to evaluate performance, analyze strategies and identify peer comparisons through advanced data visualizations.
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Secure on-demand access
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Configurable multiuse portal
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Integrated DocuSign workflows
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Actionable performance insights
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Comprehensive data aggregation

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FAQ

How does real-time data improve investor confidence?

Real-time access to performance and portfolio data builds trust by providing transparent, up-to-date insights. Investors can view accurate reports on demand, reducing turnaround times and enhancing credibility.

What is private equity accounting software?

Private equity accounting software helps firms track investor commitments, manage capital calls and distributions, and automate fund reporting. It provides a secure, centralized system for financial accuracy and transparency.

Why is automation important in fund accounting?

Automation reduces errors, improves efficiency and enables consistent reporting across multiple funds and investors. It helps firms meet regulatory and investor expectations while lowering operational costs.

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