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.
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.
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.
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.
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.
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.