For Deal Sponsors

The command center for PE deal sponsors. Manage your entire operation from SPV structuring to investor reporting.

Common Challenges for Deal Sponsors

Problems Stak is designed to solve.

Managing deal parameters across scattered spreadsheets
Manually calculating fees, carry, and cost allocation per investor
Sending investor reports via email with no audit trail
No centralized view of commission obligations to partners

How Deal Sponsors Use Stak

A typical workflow from onboarding to day-to-day operations.

1

Create Deal

Set up your SPV with entry PPS, fees, carry %, and cost allocation parameters.

2

Add Investors

Import or manually add investors with commitment amounts. Pro-rata allocation is automatic.

3

Generate Documents

One-click confirmation letters with every financial detail auto-calculated and branded.

4

Track & Report

Real-time dashboard with MOIC, IRR, and portfolio performance. Investors see their own portal view.

Key Benefits

What deal sponsors gain with Stak.

Full Deal Control

Configure entry PPS, fees, carry, SPV costs, and multi-tranche closings. Every parameter in one place.

Automated Documents

Generate confirmation letters and annual reports with one click. Your branding, every number auto-calculated.

28+ Data Collections

Companies, deals, investors, investments, partners, commissions — all structured and searchable.

Investor Portal

Give every investor a branded, real-time view of their portfolio without sharing spreadsheets.

What Deal Sponsors Get with Stak

  • Admin dashboard with full CRUD operations across 28+ collections
  • SPV structuring with 1-tier and 2-tier layering
  • Entry fee, carry, and cost allocation — auto-calculated
  • Confirmation letter and annual report generation
  • Multi-workspace architecture with role-based access
  • Import from Excel/CSV — migrate from spreadsheets in minutes
  • Real-time commission tracking for all partners
  • Full audit logging for compliance

Ready to Get Started?

See how Stak works for deal sponsors in our interactive demo.