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Streamline your private equity fund’s portfolio operations

Gain end-to-end control of private equity workflow with OpsCheck.

How do PE Operations benefit from OpsCheck?

OpsCheck is a highly adaptable task & workflow management solution designed specifically for the global financial sector. Multi-level functionality enables operational excellence for business processes including fund management and deal flow.

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

Full operational transparency and clear, detailed access to your firm’s business processes will fulfill the demands of regulators, investors, and C-suite executives.

Streamline investment operations

Private equity capability allows access control, enables team collaboration, empowers compliance and accomplishes short- and long-term objectives.

An application for Private Equity Funds

OpsCheck is a flexible SaaS-based system designed to enhance control and oversight for all private equity firms.
workflow management system software - Opscheck
  • 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...

Frequently asked questions
Does OpsCheck have different levels of user access?
Yes, OpsCheck contains “user roles” that can be configured for each individual in the firm. This customization gives users access to what they need to see, and filters out features and data that they do not need.
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?
Yes. OpsCheck has a mobile friendly website on the go.
Does OpsCheck support two factor authorization and/or SAML login?
Yes, OpsCheck supports both.
Does OpsCheck integrate with third party apps?
Yes. OpsCheck has built an API for Firms to customize app interaction. Please contact us regarding and questions regarding API.
Will my data be safe?
OpsCheck is compliant with all major security standards, and has scored exceptionally in security audits.
See how OpsCheck can upgrade
your Business Operations
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Get 60 days of OpsCheck free!