Prism by Perspect gives private equity, venture capital, infrastructure, fund-of-funds and investment operations teams one connected platform for portfolio oversight, deal workflow, CRM, investor reporting, approvals, document control, AI assistance and tenant governance.
The Prism dashboard brings your most important investment operations workflows into one place, so performance, pipeline, investor activity, reporting status and approval workload can be viewed together.
The status quo is not good enough
Private markets teams manage critical data across portfolio records, LP materials, deal documents, approvals, reports and regulatory evidence. When those records live in different tools, the operational risk compounds every quarter.
Portfolio data, NAV movements, commitments, distributions and exposures are often reconciled only when a report is due. Prism gives those records a structured home so the dashboard and reporting layer are built from the same operating data.
Investment, reporting and document workflows need clear ownership, review status and evidence. Prism supports controlled approval workflows with role-based access and an auditable record of sensitive activity.
LP reports, board packs, internal dashboards and investor updates become high-risk manual exercises when they are assembled from multiple sources. Prism connects report creation with the underlying fund, CRM and portfolio records.
The Prism platform
Prism connects portfolio management, deal tracking, relationship data, reports, documents, LP access, approvals, branding, integrations and AI-assisted workflows under one tenant-aware platform.
Portfolio Oversight
Track funds, assets, NAV movement, commitments, distributions, performance indicators and portfolio exposure in one structured environment, with base-currency context where appropriate.
Deal Workflow
Manage opportunities through pipeline stages with structured deal records, linked CRM context, document storage, approval gates and AI-assisted review where enabled.
Capital and Investor Operations
Prism supports the operating records around LP commitments, capital calls, distributions, closings, investor documents and portal access, helping teams keep finance and investor workflows connected.
Reporting and AI Assistance
Produce report packs and portfolio summaries from platform data, with AI assistance available for commentary drafting, document interpretation and structured review where enabled by the tenant.
Governance and Administration
Prism includes the controls investment teams need around user roles, SSO, MFA, tenant branding, approval workflows, audit logs, data exports, AI configuration and portal access.
Platform capabilities
A fund-management CRM for LPs, GPs, organisations, contacts, affiliations, funds, documents and relationship history, with custom fields for tenant-specific data models.
Configurable approval workflows help teams control sensitive operational activity across deal progression, reports, finance records, document publication and governance processes.
Tenant branding, logos, colours and portal presentation help fund managers provide a consistent experience across internal workflows and LP-facing materials.
Prism’s AI features are designed to assist with extraction, analysis and commentary drafting while keeping durable finance records, approvals and investor-facing outputs under human control.
Role-based access, tenant isolation, approval workflows, document restrictions, SSO, MFA and audit logs are part of the Prism operating model rather than separate point solutions.
Everything you need to know
Prism is Perspect’s enterprise investment operations platform. It brings portfolio oversight, deal workflow, CRM, reporting, approvals, investor portal access, AI assistance and governance controls into one connected environment for private equity, venture capital, infrastructure, fund-of-funds and investment teams.
Prism is designed for private equity firms, venture capital teams, infrastructure fund managers, fund-of-funds, family offices and investment operations teams that need a more structured operating model than spreadsheets, email and disconnected tools can provide.
Yes. The Prism demo environment is available at prismdemo.perspect.finance with example data so prospective users can explore the platform experience before committing.
Yes. Prism supports tenant-scoped access, role-based permissions, MFA support and OIDC SSO for enterprise identity providers including Azure AD, Okta and Google Workspace.
Yes. Prism includes configurable approval workflows, tenant branding, audit logging, user roles, document controls and administration settings so firms can shape the product around their operating model.
Prism includes AI-assisted workflows for document extraction, report commentary drafting and operational analysis where enabled. AI outputs are designed for human review, not uncontrolled automatic changes to finance data.
Prism by Perspect
Open the demo to explore the dashboard, portfolio areas, CRM, reporting, investor portal, approvals and administration experience in context.
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