How Smart Private Equity Funds Use DealsPlus to Drive Value & Efficiency

Digital transformation in private equity is no longer a distant idea—it’s happening now, and it’s accelerating. More than ever, funds are prioritising digital initiatives to drive efficiency and value creation.

One area that’s ripe for transformation is what we call private equity’s messy middle—the complex web of investment and capital structures designed to align fund and management interests, meet tax and legal requirements, and optimise exits.

Historically, this critical data has been buried in scattered Excel files and disconnected documents, forcing deal teams, fund finance, portfolio CFOs, and external advisors to navigate unnecessary work, added costs, and risks—some of which can even impact exit valuations.

That’s where DealsPlus comes in. We help private equity digitise the messy middle and stay ahead of the curve. Having delivered DealsPlus successfully for funds across large-cap, mid-market, and small-cap strategies, we know that true transformation isn’t just about adopting new software—it’s about streamlining processes, reducing inefficiencies, and creating lasting value across a fund and its portfolio.

The impact is tangible. Below are some of the key benefits we’ve seen firsthand in practice with our clients. 
 
With DealsPlus, deal teams, fund finance, and portfolio CFO teams can finally spend less time on tedious manual work and more time on what really matters. By automating repetitive tasks and simplifying workflows, DealsPlus cuts through the inefficiencies that slow teams down. Real-time collaboration keeps everyone aligned, reducing bottlenecks and freeing up time for higher-value work. The result? Lower operational costs, greater productivity, and more bandwidth to focus on the big-picture strategies that drive growth.
 
For example, a leading global PE fund uses DealsPlus as its single source of truth for ownership and investment structure data—connecting internal teams, portfolio CFOs, auditors, and external advisors. With over 300 active users, DealsPlus has completely transformed how they operate, streamlining workflows and giving them a real competitive edge.
 
Turning Data into Actionable Insights

DealsPlus transforms complex ownership and investment structure data into a powerful asset for private equity funds. Workflows like equity valuations, reporting, audits, and exits—once messy, time-consuming, and prone to errors—are now fast, efficient, and seamless.

With real-time access to clean, structured data, funds and portfolio companies gain valuable insights into valuations, risks, and exit projections. This doesn’t just streamline internal processes—it enables smarter decision-making and more meaningful communication with management teams, LPs, Co-investors, and external advisors.
 
The impact is real. One of our global PE fund clients used DealsPlus to significantly reduce the time and complexity of their annual fund audit. Another pan-European fund is planning to use DealsPlus to unlock intelligent insights—allowing them to see how equity value is distributed across their portfolio between the fund, management teams, and co-investors, while also running scenario analyses.
 
With DealsPlus, private equity firms aren’t just managing data—they’re leveraging it for better risk management, stronger stakeholder engagement, and exit readiness.
 
Rethinking the Investor Experience

Private equity funds are increasingly focused on improving the experience of LPs and co-investors, especially when it comes to data access and reporting. Investor tax reporting and equity valuations depend on accurate ownership and investment structure data, but traditionally, meeting these data needs has been time-consuming, costly, and frustrating.

DealsPlus changes that. By streamlining investor workflows, private equity funds can deliver faster, more accurate reporting—without the manual burden.

Take one of our mid-market PE clients, for example. They used to spend 3–4 weeks every year working with their Big 4 advisors just to pull together data for annual investor tax packs. Since implementing DealsPlus, they’ve cut that time by weeks, improved accuracy, and strengthened risk management—freeing up valuable time and resources.

With DealsPlus, funds aren’t just meeting investor expectations—they’re exceeding them.
 
Scaling with Confidence

Private equity is all about growth and adaptability—but scaling up shouldn’t mean adding complexity. Whether expanding into new strategies, managing more portfolio companies, or structuring investments in the most optimal way, funds need the flexibility to scale without operational roadblocks.

That’s exactly where DealsPlus comes in.

Take one of our pan-European clients, for example. They manage seven different funds and nearly 100 portfolio companies across the UK and Europe. Before DealsPlus, scaling meant more spreadsheets, more manual work, and more inefficiencies. Now, they have full control and flexibility, allowing them to focus on growth instead of being held back by operational challenges. With DealsPlus, funds don’t just scale—they scale smarter.
 
Driving a Culture of Innovation

At DealsPlus, we’ve seen firsthand how technology fuels innovation for our clients. By embracing emerging technologies and committing to continuous improvement, they’re not just keeping up with industry trends—they’re staying ahead.

Whether it’s leveraging AI for deeper data insights or optimising processes for better efficiency, the impact is real. One of our clients, for example, feeds data from DealsPlus and their entire tech stack, into their data lake. Now, they’re harnessing AI in a way that was never possible before—turning raw data into powerful, organisation-wide intelligence. With the right tools, innovation isn’t just a goal—it becomes part of how a firm operates every day.

Digital transformation in private equity isn’t just a trend—it’s a must-have for funds looking to stay competitive. The impact on value creation is clear, driving improvements in operations, scalability, transaction readiness, and fostering a culture of innovation.

As private equity continues to evolve, the potential for efficiency, growth, and smarter decision-making is limitless.

If you’d like to explore how DealsPlus helps private equity funds navigate their digital transformation journey, please get in touch.