HOW IT WORKS
How we turn fragmented investment structures into a single source of truth
How we turn fragmented
investment structures into
a single source of truth
Trusted by Leading
Private Equity Investors
DIGITISE
We take your scattered data and build a structure around it for you
Getting started with DealsPlus doesn't mean starting from scratch. Our private equity experts takes your existing investment structure data — no matter how scattered — and turns them into a single, connected system.
"Getting started with DealsPlus requires almost no effort.
They took all of our fragmented data and came back two weeks
later wit h a 99% complete structure inside the platform for
one of our most complex portfolio companies."
CFO, pan-Euro pean PE Fund
KEEP IT UP TO DATE
When you log a transaction, everything updates automatically
Once your data is set up , every new transaction logged in DealsPlus — at the fund or portfolio level — instantly updates your cap tables, share registers, and structure charts. You can attach relevant documentation to each transaction. Automated approval workflows ensure nothing falls through the cracks.
MANAGED SERVICE OPTION
Need support keeping
your investment structures up to date?
When you work with us, we work with your portfolio companies and deal teams to roll out a standardised process to keep everything up to date. But some funds prefer a done-for-you approach —and have our expert team handle updates.
UNLOCK WORKFLOWS
Give everyone access
to what they need, without the back-and-forth
From quarterly valuations to audits, exits, and tax — everything relies on this data. With DealsPlus, you can grant role-based access so every stakeholder can log in and get what they need.
DealsPlus powers all the
workflows that rely on accurate
investment structures:
Run quarterly
valuations with ease
Simulate exit waterfalls, equity valuations, and more — in a few clicks.
Make annual
audits less painful
Grant auditors view access to traceable, documented records.
Always be
exit ready
All ownership, instrument, and tax data is audit - logged and up to date.
Respond to KYC
& AML in minutes
Up -to-date structure charts and IDs, ready to share anytime.
Stay on top of legal
entity records
Director changes, tax IDs, and entity data stay current with alerts.
Simplify fund and
portfolio accounting
Accountants get access to current structure data without manual reconciliation.
Save thousands of hours
throughout the investment lifecycle
More than
75%+
time saved on portfolio
management
More than
75%+
time saved on transaction-
related workflows
More than
8 - 10x ROI
over a 5-year
holding period
Want to see where the savings come from?
Explore how DealsPlus transforms the key workflows:
Ready to centralise your investment structures?
Schedule a call with one of our experts. We can discuss your
current
challenges — answer any questions you have, and walk you
through it.
It's a win-win:
You'll get actionable advice on what you can do to simplify
your complex capital structures.
Ongoing support from a team that knows the ins and outs of private equity
Our team has 40+ years of combined experience helping private market funds manage investment structures.
With 300+ transactions across the investment lifecycle under our belt—we know the challenges surrounding complex capital structures.