The State of PE Deal Management
An in-depth analysis of how deal sponsors manage SPVs, track investors, and why purpose-built technology is replacing spreadsheets.
What You Will Learn
The Hidden Cost of Spreadsheets
Analyst hours, formula errors, and the compliance gaps that come with manual deal management.
The SPV Economics Gap
Why generic CRMs and portals fail to handle deal-by-deal fee calculations.
Investor Expectations in 2026
What institutional LPs now require from deal sponsors in terms of portal access and reporting.
ILPA Alignment
How standardized reporting frameworks are changing fee transparency requirements.
Technology Comparison
A framework for evaluating PE deal management platforms against your specific workflow.
Implementation Roadmap
A practical guide to transitioning from spreadsheets to a structured platform.