Creating a unified investment
platform for private equity teams
Client
DealsPlus
Industry
Financial Services
DealsPlus is a cloud-based SaaS platform built for private equity and venture capital teams to manage the entire lifecycle of their investments. It centralises complex fund structures, cap tables, corporate records, and compliance workflows into a single, secure hub. With interactive ownership diagrams, automated alerts, and built-in reporting tools, DealsPlus helps deal teams, portfolio CFOs, and investors stay aligned, eliminating the inefficiencies of scattered spreadsheets and endless email threads.
Your Private Equity Command Center
The DealsPlus dashboard gives you a complete, real-time snapshot of your fund’s performance all in one place. Monitor private equity investments, track capital table changes, and keep an eye on revenue trends, cash flow health, and EBITDA growth.
With interactive visuals and live data feeds, you can drill down into the numbers that matter most, compare performance across portfolio companies, and make informed decisions faster.
Visual Insights at a Glance
DealsPlus delivers powerful, interactive widgets that turn complex data into clear, actionable insights. Use dynamic line graphs to track performance trends over time, bar graphs to compare funding, valuations, or key metrics, and pie charts to visualise ownership splits or capital allocation.
Each widget is designed with an intuitive, clean UI, responsive layouts, hover tooltips, colour-coded legends, and real-time updates so you can explore data effortlessly and make informed decisions without leaving your dashboard.
Clarity Across Ownership, Capital, and Compliance
The DealsPlus Corporate Structure view gives you a complete, real-time picture of your portfolio companies financial and governance landscape. Explore detailed Ownership Metrics to understand equity distribution, review Capital Structure breakdowns for funding and debt positions, and monitor cash flow trends with interactive graphs.
Integrated Compliance Tracker insights keep regulatory obligations visible alongside financial data, so you can manage ownership, performance, and compliance from one unified view ensuring clarity, control, and informed decision-making.
Your Financing Landscape in One Place
The DealsPlus Capital Structure view provides a clear, data-rich snapshot of your funding composition and equity position. Access a detailed Capital Structure Data and Equity Breakdown table to see ownership percentages, share classes, and investor stakes at a glance.
Visualise obligations and leverage through the Debt Instruments graph, track financial activities in the Recent Transactions Log graph, and compare funding sources with a Debt vs. Equity Financing bar chart. With all your capital insights in one place, you can evaluate financing strategies, monitor changes, and make well-informed investment decisions.
The Complete Cap Table, Made Simple
The DealsPlus Cap Table view delivers a precise, visual breakdown of your company’s ownership and funding history. Interactive pie charts display diluted shares distribution and the amount raised across funding rounds, giving you instant clarity on equity shifts.
A detailed table lists equity, shareholder loans, and external debt alongside key figures for total shares, number of shares, and exact ownership percentages. With accurate, real-time data, you can track dilution, understand investor positions, and make capital decisions with complete transparency.
Compliance at a Glance
The DealsPlus Compliance Tracker puts your entire regulatory landscape in one view. Track essential metrics like on-time filing rate, average audit completion time, and open compliance issues to instantly assess your compliance health. A detailed regulatory updates table lists each company name, its assigned team member, the filing deadline, and the current status, so responsibilities are always clear. With smart alerts, real-time updates, and role-based access, DealsPlus ensures nothing slips through the cracks ckeeping your fund fully compliant and always audit-ready.
