Private Capital Experts
PE Stack helps GPs and LPs establish technology strategy and maintain the right mix of software and market data products to support operational excellence
Our Key Areas of Expertise
Product Selection
Our comprehensive knowledge of the vendor ecosystem and executive-level practitioner experience leads to successful projects.
- We dive deep, interviewing key stakeholders, analyzing data and producing intelligent written requirements.
- We pre-qualify vendors, including via an open RFI process if desired.
- We arrange and direct product demos, give side-by-side comparisons, organize proof of concepts and provide contract support.
Tech Stack Assessment
We leverage our experience and wealth of proprietary industry data to set high-level objectives and identify key areas of opportunity.
- Benchmark your current technology strategy, product adoption and budget against your peers.
- We will educate you on the latest developments, new platforms and emerging technologies.
- Discover what is possible with tailored recommendations for enhancing operations with a defined roadmap.
Project Support
We work with clients to help manage the adoption of new products and services.
- Project management support, data preparation, and other ad-hoc tasks can be taken care of by our experienced team.
- Our in-house data experts and external partners are on hand to assist with more complex work, including data warehouse builds and custom integrations.
- We work alongside development teams, providing our unparalleled experience to ensure in-house proprietary software development is fit for practice.
We start with the workflow
We work with our clients to understand what makes them unique by building a technology roadmap, writing requirements, and executing product selection based on specific needs. We’ve helped LPs and GPs achieve excellence in:
Deal Sourcing
Deal Pipeline Management
Portfolio Monitoring – financial, ESG
Portfolio Value Creation
LP Fundraising
Investor Relations and Reporting
Back Office Accounting and Administration
We do not see budget as a barrier to best practice and work with products appropriate for firms of all shapes and sizes.
Our knowledge of the product ecosystem is unparalleled:
Our Vendor Profiles database is the industry’s definitive source for technology and data products for the private capital industry*. But that’s just the beginning. In addition to constantly viewing product demonstrations, we maintain detailed intelligence behind the scenes covering granular functionality, pricing, and client feedback. Our product expertise extends to:
CRM and Relationship Intelligence
Market Data and Intelligence (including traditional and alt. data sources)
Portfolio Monitoring
LP Portal and Virtual Data Rooms
Back Office Accounting
Emerging Technologies such as Digital Subscription, Waterfall Engines
Data Integration and Validation Technology
*If you are an ILPA member, check out the Technology Resource Center on the member site which is maintained by PE Stack and features even more granular intelligence on LP-focused vendors!
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