Everything You Need to Manage Private Equity Deals
28 collections, infinite possibilities. Explore every feature of the Stak platform.
Portfolio Management
Track investments across multiple views (by deal, company, investor). Real-time valuations with MOIC, IRR, NAV, and 20+ financial metrics.
ExploreDeal & SPV Structuring
Configure every parameter: entry PPS, all-in PPS, entry fees, carry fees, SPV costs, layering (1-tier/2-tier), closing dates, and automatic pro-rata calculations.
ExploreInvestor Portal
Branded, role-based portal for investors, external partners, and internal partners. Portfolio views, documents, notifications, and activity history.
ExploreDocument Generation
Auto-generate branded confirmation letters and annual reports with full financial details, fundraising history, glossary, and expected returns.
ExploreCommission & Fee Tracking
Real-time visibility on entry fees, carry fees, and retrocessions for internal and external partners. Pro-rata SPV cost allocation.
ExploreCompany Intelligence
Structured data for hundreds of fields: financial reports (year-by-year), fundraising history, valuations, sector, stage (Pre-seed to IPO), and more.
ExploreWorkspace & Collaboration
Multi-workspace architecture. Invite users with granular roles (Owner, Admin, Editor, Viewer, Custom). Activity logs for every action.
ExploreNotifications & Activity
Real-time notifications for PPS updates, new documents, workspace invitations, and more. Full activity history per workspace.
ExploreData Import & Export
Import companies, investors, and full datasets from Excel/CSV. Export everything. GDPR-compliant data portability.
ExploreSecurity & Compliance
2FA/TOTP, encrypted storage, RBAC with 8 granular permissions, audit logging, rate limiting, CSP, HSTS, and GDPR readiness.
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