The operating system for private equity deal management
From SPV structuring to investor reporting — manage your entire deal lifecycle in one institutional-grade platform.
Trusted by PE professionals managing $500M+ in deal flow
Deal Flow Managed
Saved per Quarter
PE Professionals
Funds & SPVs
Now in Public Launch
Stak is live and onboarding PE operators. Be among the first to experience institutional-grade deal management — built in Geneva, designed for global PE.
One platform, three pillars
Everything you need to run a private equity operation — from deal origination to investor reporting.
See Stak in action
Sort columns, compare metrics, and explore real portfolio data — this is the actual platform interface.
Built for private equity
Every feature purpose-built for deal sponsors, partners, and investors. Not adapted — designed from the ground up.
Up and running in 4 steps
From platform setup to your first investor report — go live in days, not months.
Set Up Your Platform
Upload your logo, set your carry and fee structures, configure SPV templates. Takes 15 minutes.
Import or Create Deals
Migrate from spreadsheets or build from scratch. Map columns, validate data, go live.
Onboard Investors
Send branded invitations. Investors get their own portal with real-time portfolio access.
Generate & Distribute
One-click confirmation letters, annual reports, and capital calls. All auto-calculated.
For every role in the deal
Whether you structure deals, introduce investors, or manage a portfolio — Stak adapts to your workflow.
Full control over your deal pipeline. Structure SPVs, set fees, manage investors, and auto-generate documents — all from one dashboard.
- Manage 28+ data collections from a single admin view
- Configure entry PPS, carry, and SPV cost allocation
- Auto-generate confirmation letters and annual reports
- Track commissions for internal and external partners
- Role-based access control with 8 granular permissions
| Deal | Status | Investors | Committed |
|---|---|---|---|
| Anthropic Series D | Active | 24 | $12.5M |
| SpaceX Pre-IPO | Active | 18 | $8.2M |
| OpenAI Growth | Closing | 31 | $15.8M |
Simple, transparent pricing
Start free. Scale as you grow. No hidden fees.
Starter
Solo deal sponsors and small shops
- Up to 10 active deals
- Up to 100 investors
- Confirmation letter generation
- Email support (48h)
Professional
Growing PE firms with multiple partners
- Up to 50 active deals
- Up to 500 investors
- Full document generation
- REST API access
Enterprise
Large firms and institutional clients
- Unlimited deals and investors
- White-label branding
- REST + GraphQL + Webhooks
- Dedicated account manager
Built different from generic tools
Not a CRM
Stak is purpose-built for deal-by-deal SPV management — not adapted from a generic CRM or fundraising platform.
Not a Spreadsheet
Auto-calculated fees, carry, MOIC, IRR, and cost allocation. No manual formulas, no version chaos, no broken links.
Not Enterprise-Only
Published pricing from $499/mo. No six-figure implementation fees, no minimum AUM, no multi-year lock-in.
Works with your tools
Stak connects to the platforms PE firms already use — no rip and replace.
Excel & CSV
Import & export
DocuSign
E-signatures
Notifications
Stripe
Payments
REST API
50+ endpoints
Webhooks
Real-time events
Enterprise-grade security
Your data is protected by the same standards expected by institutional investors.
2FA / TOTP
Two-factor authentication for every account
Encrypted Storage
256-bit AES encryption at rest and in transit
RBAC
8 granular permissions with role-based access
Audit Logging
Every action logged with timestamp and user
Rate Limiting
API and login rate limiting against abuse
GDPR & nFADP
Full compliance with EU and Swiss data protection
Data Export
Complete data portability — your data is yours
Enterprise Security
SOC 2 Type II — In Progress
Ready to transform your deal management?
Join PE professionals who manage their entire deal lifecycle with Stak.