Private Equity Investments

Keep the investment story together.

Follow a company from your first conversation through diligence and into your portfolio. Keep decisions, dated cash flows and valuations in one private workspace.

Log in to Pequity Explore the workflow

Investment records require explicit workspace access.

From opportunity to portfolio

  1. Know the company

    Keep company information and deal context together.

  2. Make the decision

    Track review stages, evidence and diligence tasks.

  3. Maintain the record

    Record positions, cash flows and dated valuations.

Your investment workspace.

Welcome, there. Open your authorised workspaces to continue reviewing opportunities and maintaining portfolio records.

Open Investments Open shared dashboard

A connected working record

Review. Decide. Monitor.

Companies & deals

Company profiles, deal stages and next actions give each opportunity a clear place.

Due diligence

Keep checklist progress, findings and evidence links with the deal they support.

Portfolio & reporting

Maintain entered positions, cash flows and valuation history with dates and currencies.