Streamline your private equity fund’s portfolio operations
How do PE Operations benefit from OpsCheck?
360° oversight from the cloud
Cutting-edge workflow technology provides customizable task, document and project management for private equity firms in a single solution.
End-to-end visibility
Streamline investment operations
An application for Private Equity Funds
- Versatile workflow and productivity solution for private equity managers
- Private equity-specific, cloud-based operational oversight
- Stay up-to-date with global compliance regulations from SEC, FCA and others
- Significantly improves team productivity and accountability
- Responsive communications hub for private equity employees
- Integrates easily with CRM, IRM or other third-party applications
- Allows collaboration across teams, offices, and timezones
- Clear audit trail provides transparency for investors, clients and regulators
Built for Private Equity Funds
Managing business operations for private equity firms (and VC firms) can be challenging. Whether you perform these functions internally or outsource them, the responsibility to accurately perform these jobs remains with the investment advisor. Duties include capital calls, valuations, management company and fund accounting, investor relations, treasury, compliance, and all other functions relating to business operations. Mitigating operational risk and preventing operational failures are paramount. OpsCheck elevates your level of control and oversight for any or all these functions as well as giving you the ability to track activity at your portfolio companies.
Is OpsCheck A Good Fit For Your Firm?
linkedintwitterYou may be asking yourself, is OpsCheck a good fit for our firm? That question is crucial because there are a few scenarios where OpsCheck is not the right option. There are pros and cons associated with any service, of course. But OpsCheck is not a...
OpsCheck Testimonial: Travis Breznak
linkedintwitterProfessionals in financial operations, especially in accounting, live by checklists. That means they use Excel. But Excel checklists tend to become messy. As accountants know, they must be rolled forward constantly. In fact, accounting and financial...
OpsCheck Testimonial: Jason Etherington
linkedintwitter In 2019, hedge fund asset manager East Lodge Capital wasn’t using any software as an operational management tool. Then the pandemic happened. Now leaders at the London-based firm overseeing more than $ 1 billion use OpsCheck “religiously,” said Chief...
Does OpsCheck have different levels of user access?
Is my firm’s activity in OpsCheck auditable?
OpsCheck contains a full and exportable audit trail with robust filtering to retrieve and verify the status of any task and track all changes. OpsCheck was built with the integrity of data being paramount.
Can I access OpsCheck from my mobile devices?
Does OpsCheck support two factor authorization and/or SAML login?
Does OpsCheck integrate with third party apps?
Will my data be safe?
