Book a demo

    See what can do for your business!

      Try for free

      See what can do for your business!

      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.

      Digital Trends in Fintech for 2021

      Digital Trends in Fintech for 2021

      There’s no question that the Covid-19 pandemic has permanently altered the way we do business. Regardless of what the future holds, the financial asset management industry has implemented new policies and procedures that will continue. Obviously, an unprecedented event, the pandemic, has forced firms to activate their business continuity plans. Some have made a smooth transition. Others are discovering that their plans need serious re-evaluation and improvements.

      The Challenge of Alternative Investments

      The Challenge of Alternative Investments

      Alternative investments are no longer the sole domain of cocky hedge fund dynamos. Mainstream firms have moved into the potentially lucrative market, lured by the promise of high returns. The downside, of course, are the high-risk issues that can arise that traditional investors are not as familiar or comfortable with.

      How Workflow Increases Asset Management Firm Productivity

      How Workflow Increases Asset Management Firm Productivity

      Asset management firms across the industry are scrambling to maintain business continuity during the current crisis. While disaster recovery plans are critical and required, they cannot anticipate every potential business threat. Even three months ago, no one could have imagined that the US economy would be thrown into the turmoil it is today.

      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
      Get 60 days of OpsCheck free and see how our SaaS-based tool improves your workflow!
      Get 60 days of OpsCheck free!