From ESG reporting to legal services, streamline your firm’s processes with our list of service providers offering tech-based solutions to everyday issues.

 

Atominvest

“Atominvest provides modern SaaS technology to the alternatives fund management industry. Our modular technology solves front-to-back technology requirements for GPs, LPs, fund administrators and distributors offering deal management, portfolio & ESG monitoring, fundraising, investor onboarding and fund accounting/investor reporting.”

Clients: Used by over 20,000 employees of the leading institutions in alternatives, our clients include regional and global alternatives managers of strategies including private/growth equity, secondaries, real assets and hedge funds.

Contact: Piers Evans, chief commercial officer

 

FundFormer

FundFormer is a modern onboarding portal for fund investors to fill in e-subdocs, upload KYC, e-sign, and track closing progress. We also provide full-service fundraising specialists who use our purpose-built software to distribute, collect, and process all of the documents needed to close your investors. Clients such as WhiteTower Capital save time so they can get back to their core business: “FundFormer has organized the on-boarding process across multiple funds and has literally saved me hours per week. Investors love the ease and sensibility of FundFormer’s customized subscription documents. Second time LPs are blown away at how quick and easy the subscription process is with pre-loaded documents.”

Clients: Private equity, venture capital, and hedge funds such as Andreessen Horowitz, Raine Capital, Kawa Capital, Agya Ventures, and Cambrian Asset Management.

Contact: contact@fundformer.com

 

Greenstone

Matthew de Villiers, CEO: “Investment managers are faced with many challenges when it comes to gathering, maintaining and analyzing ESG data to enable responsible investment decisions. Greenstone’s purpose-built SaaS solution, InvestorPortal, enables private equity firms to access and aggregate consistent, comparable and accurate ESG performance data from across their funds and portfolio companies”

Clients: Greenstone’s average client has around $5 billion in AUM.

Contact: Toby Robertson, head of InvestorPortal, +44 (0) 20 3031 4004

 

Hazeltree

“Hazeltree’s cloud-based solution transforms the way alternative investment firms manage their capital activities, empowering them to unlock additional value and improve operational efficiency while strengthening internal controls and managing risk. Hazeltree focuses on innovation, connectivity and automation to help clients achieve operational excellence and enhanced performance.”

Clients: Over 200 financial institutions globally have chosen Hazeltree to manage their liquidity and funding such as Hamilton Lane, Neuberger Berman, Oasis and many more.

Contact: info@hazeltree.com

 

InCloudCounsel

Troy Pospisil, founder and CEO: “InCloudCounsel modernizes legal processes, globally, for many of the world’s leading private equity firms. The company offers scalable, end-to-end solutions for processing routine contracts such as NDAs and abstracting complex documents by pairing its worldwide network of experienced lawyers with advanced software, and offers the first purpose-built software tool designed to help funds manage their obligations with LPs.”

Clients: PE firms of all sizes, including Warburg Pincus, Oak Hill Capital and Battery Ventures

Contact: Brian Korchin, managing director and VP of sales

 

IQ-EQ

“IQ-EQ is a leading investor services group that brings together a rare combination of global technical expertise and deep understanding of client needs. We have the know-how and the ‘know you’ to provide a comprehensive range of compliance, administration, asset and advisory services to fund managers, multinational companies, family offices and private clients operating worldwide.”

Clients: IQ-EQ employs a global workforce of 3,400+ people located in 23 jurisdictions and has assets under administration (AUA) exceeding $500 billion. We work with six of the top 10 global private equity firms.

Contacts:

Justin Partington, group head of funds, +352 621 643 381

Hugh Stacey, executive director – investor solutions, +44 20 7397 5463

 

Linedata

“At Linedata, we help private fund managers to scale, adapt, and transform their operations. Our Global Services offerings leverage transformative technologies and two decades of industry expertise developed across the private equity, private credit, hedge fund and traditional asset management space. We are strategy-agnostic and use a co-sourcing approach to provide bespoke, high-touch solutions as an extension of client operations.

Our services portfolio includes:

  • Investment Data Analytics (focused on the operational component of Investment Management and Front Office processes): cognitive investment data management, valuation services, portfolio monitoring, model validation, and risk reporting
  • Middle and Back Office Services: turnkey reconciliation, fund accounting, loan administration, and expense and vendor management
  • Advisory Services: business and technology consulting, software development, application support, and data warehouse solutions
  • Managed Technology Services (MSP): public and private cloud and cybersecurity solutions that address the security and compliance needs of regulated firms”

Clients: Our private equity clients range in size from $500 million to $30 billion in AUM.

Contact: Mark Seaman, SVP, Business Development & Advisory Services

+1 212 607 8214, +1 917 420 1933

 

Maples Group

“The Maples Group is a privately owned, independent global fund services firm that is the leading global provider of legal, fund, fiduciary and AIFM/management company solutions to the world’s most sophisticated financial and corporate institutions. Working with the Maples Group offers significant advantages, based on our unparalleled depth of expertise, our dedication to the highest levels of client service and a reputation for excellence across all our lines of business. Through continuous innovation, we have developed an optimal balance of award winning, best-of-breed core systems and bespoke proprietary systems that allow us to become an extension of our clients operational teams.”

Clients: Maples Group operates in key financial centers across the Americas, Europe, Asia and the Middle East, offering a wide range of services and operational support to alternative investment funds and institutional investors. Clients include prominent investment managers, financial institutions, global corporations and private clients.

Contact:

Edwin Parker, Director, Business Development, Europe – +44 7799 655 062

 

PE Front Office

“PE Front Office is an end-to-end integrated solution that streamlines the entire front and middle office operations for alternative investment management firms, specifically private credit/debt, private equity, venture capital, and fund of funds. Our software suite includes deal pipeline, investment management, portfolio monitoring, investor management, investor portal, and fund administration supported by CRM, risk & compliance, reports & analytics and document management.

PE Front Office solution empowers investment professionals to manage each step of the investment lifecycle efficiently and make fact-based investment decisions with extensive tracking, analysis and reporting capabilities. Our solution is further augmented by mobile app and Outlook/Gmail plugins and third-party integrations such as One Drive and Google Drive.

Clients: More than 75 customers across America, Europe, Africa, Middle East and Asia Pacific.

Contact us:

Sales@pefrontoffice.com

https://pefrontoffice.com/

 

Quantium

“Quantium is a next-generation fund and portfolio management system, with LP servicing at its core. Our modern, intuitive software is designed for private markets firms, providing accurate investor insights through powerful performance analytics, data aggregation and exceptional investor servicing tools, offering seamless data flow across all your fund operations.

“Founded by a visionary team of former LPs and CFOs in 2016, our platform serves a variety of market participants, including private equity and venture capital firms, fund-of-funds, family offices and institutional investors.”

Clients: We have partnered with leading private markets firms across the globe, with over $50 billion equivalent of client assets-under-platform.

Contact: Mridula Narayan, marketing director, +852 5985 6726

 

Resolvr

“Resolvr is an expense allocation software platform that handles expense management, allocation and cost containment for funds representing over $50 billion of AUM. The software utilizes a proprietary library of allocation strategies, from AUM to capital commitments to portfolio company-specific costs. Resolvr enables private equity fund, hedge fund and fund administrator managers to comply with the SEC’s expense allocation requirements.”

Clients: Resolvr currently works with around a dozen clients, including hedge funds and private equity firms, with over $1 billion AUM, or five or more legal entity fund structures.

Contact: info@GetResolvr.com

 

RingStone

“RingStone partners with private equity, software, and tech-enabled companies to provide tech due diligence, company benchmarks, and value creation, with optimizations for software architecture, security, and organizational diagnostics.

“RingStone employees are senior software professionals and leaders with strong business acumen. Years of experience helped us understand the key challenges facing investors, allowing us to deliver value and cost optimizations from the deal onset throughout the exit.”

Clients: RingStone works with global and regional private equity and portfolio companies to deliver tech due diligence, value creation diagnostics, and exit diligence preparations.

Contact:

Hazem Abolrous, managing partner

Account management: contact@ringstonetech.com

 

Sanne

“Sanne is a fund administrator and corporate service provider specializing in alternative assets. Delivered through our proprietary Sanne.Live platform, Sanne offers bespoke client-branded investor portals providing document management, dynamic data and analytics, ESG reporting, governance and compliance services, as well as facilitating the delivery of other digital content to investors such as briefings, videos or podcasts to support your high-touch investor relations team.

“Sanne is also able to deliver a wide platform of technology to their GPs, from accounting and administration platforms to advanced data and analytics platforms and workflows. We identify, buy, build or partner with the leading solutions on the market to provide you with a one-stop-shop of products for fund administration and corporate services.”

Clients: Sanne employs c2,000 professionals across 23 locations and administers more than 1, 950+ funds and structures that have in excess of £465 billion assets. Our key clients include leading fund managers, financial institutions and global corporates.

Contact:

Chris Thoume, Global Head of Digital & Innovation

 

TripsWare

“TripsWare is a focused expense reporting solution for investment firms, enabling you to track your costs of fundraising, due diligence initiatives and portfolio company oversight while maintaining transparency and regulatory compliance. TripsWare integrates with all GL accounting systems, handles custom allocation methodology across multiple entities as well as invoice/vendor management.”

Clients:  Private equity firms, venture capital, fund of funds and investment advisors.  Our clients collectively manage $500 billion in assets.

Contact:  Sue Banner, Director of Client Development

This list will be updated on a regular basis. Contact us to have your firm included. Providers in this list have not paid to be featured.