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Fund accounting & GL
Capital calls, distributions, waterfalls, and ILPA-shaped financial statements—with a general ledger your auditors can follow.
Private equity software
Private equity software for deals, funds, and LPs.
Privatis is private equity software that unifies deal workflow, fund accounting, LP reporting, valuations, and compliance—so your team stops reconciling spreadsheets and point tools.
Built for GPs who need institutional-grade fund operations without stitching together a CRM, fund admin portal, VDR, and reporting stack.
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Deal & diligence workflow
Pipeline, data rooms, IC materials, and portco financials on the same record as your fund ownership.
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LP reporting & portals
Capital account statements, quarterly packs, and secure LP data rooms generated from live fund data.
Replace the PE software patchwork
Most firms run eight to fifteen tools. Privatis collapses deal execution, fund ops, portfolio monitoring, and LP communications into one private equity software stack.
Audit-ready from day one
NAV roll-ups, PCAP, cash flows, and period close checklists share one ledger—so quarter-end is reconciliation, not reconstruction.
Compare before you commit
See how Privatis stacks up against DealCloud, Allvue, Carta, and the rest of the upper-middle-market PE software landscape.
View software comparisonarrow_forwardWhat's included in the Privatis workspace
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Deal & data rooms
Secure diligence from first look through close.
account_balanceFund accounting
GL, NAV, capital calls, and ILPA reporting.
groupsLP portals
Statements, data rooms, and capital activity.
analyticsValuations
409A, portfolio marks, and IC-ready narratives.
gavelCompliance
Filing calendar, Form ADV/PF, and K-1 workflows.
compareSoftware comparison
How Privatis compares to the PE stack.
Frequently asked questions
What is private equity software?
Private equity software is technology that helps GPs manage the full investment lifecycle—sourcing and pipeline, diligence and data rooms, fund accounting, portfolio monitoring, LP reporting, and regulatory filings—in one system instead of disconnected spreadsheets and point solutions.
How is Privatis different from a PE CRM?
A CRM tracks relationships and deals. Privatis is full-stack private equity software: it adds fund GL, NAV, capital activity, LP portals, valuations, and compliance workflows on top of deal and portfolio records.
Does Privatis replace our fund administrator?
No—administrators remain essential for many funds. Privatis is operating software for your internal team, reducing manual handoffs and giving GPs a single source of truth administrators and auditors can align to.
What size firms is this built for?
Privatis is designed for institutional GPs from emerging managers through upper-middle-market buyout and growth platforms that need connected deal, fund, and LP workflows.