Frequently Asked Questions

Prism is Perspect’s enterprise investment operations platform for finance and investment teams. It brings portfolio oversight, deal workflow, CRM, reporting, investor portal access, approvals, audit logging, tenant branding, integrations and controlled AI assistance into one connected environment.

Perspect is the company that builds and operates Prism. The Perspect website explains the product, commercial options, security posture, deployment routes, legal terms and supporting resources for organisations evaluating Prism.

Prism is designed for private equity firms, venture capital teams, infrastructure investors, fund managers, fund-of-funds, family offices and investment operations teams that need stronger governance, structured reporting and a more connected operating model than spreadsheets and disconnected tools can provide. It is a B2B enterprise product, not a consumer product.

The Prism demo contains example data and is intended for evaluation. The live Prism product at prism.perspect.finance is the production platform where real tenant data is managed. Demo activity should not be treated as production use, and demo data should not be used for real investment operations.

Yes. Prism is currently available in English. The platform interface, reporting outputs, investor portal experience and documentation are currently written in English.

Prism supports multi-currency portfolio and fund data with base-currency context and FX-aware reporting workflows. Subscription billing for Prism Cloud is listed in GBP. Organisations with special billing requirements should contact Perspect directly.

Prism includes portfolio management, deal dashboard and pipeline workflows, CRM and relationship management, investor portal access, reporting and report packs, AI-assisted workflows, enterprise SSO, approval workflows, audit logging, tenant branding, white-labelling options, custom fields, API access, webhooks, fee and carry workflows, capital calls, closings and bulk CSV import.

Plans build progressively. Free provides the core CRM, portfolio dashboard, pipeline, documents, basic reporting and CSV export. Emerging, Growth and Complete add more users and increasingly advanced investor, reporting, workflow, governance and integration capabilities.

The Investor Portal gives LPs a restricted, read-oriented environment scoped to their investor relationship. Fund managers control the documents, fund data and portal materials made available to each investor audience. Portal access is designed to reduce unsecured email distribution and repetitive document requests.

Yes. Complete includes OIDC-based single sign-on for identity providers such as Microsoft Azure AD, Okta, Google Workspace and other OIDC-compatible providers. Where configured, users authenticate through their organisation’s identity provider and can inherit corporate MFA controls.

Prism’s AI features are designed to assist with document extraction, report commentary, data interpretation and operational analysis. AI outputs are intended to support user review, not replace professional judgement or automatically publish durable finance records without human control.

Yes. Prism supports custom fields and configurable tenant-level settings so teams can capture firm-specific data across funds, portfolio companies, contacts, organisations, LP records, deal records and related workflows.

Yes. Prism supports data movement through bulk CSV import, structured exports, API-key ingest, outbound webhooks and BI-friendly export pathways. See the Integrations and Data Exchange page for more detail.

Yes. Prism includes approval workflows for sensitive operational actions such as deal progression, report publication, document workflows and finance-related changes. Approval decisions can be logged as part of the governance and audit trail.

Prism Cloud has four plans: Free at £0; Emerging at £29/month or £290/year; Growth at £59/month or £590/year; and Complete at £99/month or £990/year. Prices are in GBP and exclude applicable VAT or taxes.

Free includes one internal user, core CRM and portfolio dashboards, pipeline, documents, basic reports and CSV export. Emerging includes two users and adds the Investor Portal, capital calls, closings and PDF export. Growth includes five users and adds scheduled reporting, workflow templates, fee and carry waterfall, advanced CRM and DDQ. Complete includes ten users and adds advanced branding, approvals, SSO, API keys, webhooks, audit exports and compliance digests.

An internal seat is a named user with access to the main Prism platform, such as a fund manager, analyst, finance user, administrator or operations user. An Investor Portal viewer is an LP or external stakeholder with restricted portal access. Portal viewers do not consume internal seat allocations.

Emerging, Growth and Complete can add internal users for £5 per user per month, or £50 per user with annual billing. Free is limited to one internal user.

Yes. Emerging is £290/year instead of £348 across 12 monthly payments. Growth is £590/year instead of £708. Complete is £990/year instead of £1,188. Free remains £0 on either billing period.

Yes. Free is a permanent £0 workspace for one internal user and requires no payment card. A separate live demo at prismdemo.perspect.finance provides pre-loaded example data for exploring wider Prism workflows.

Yes. Upgrades can take effect immediately, with any paid difference calculated pro-rata. Downgrades take effect at the next billing period and may require reducing active internal users or use of capabilities that are not included in the lower plan.

Prism is offered as Prism Cloud, the managed SaaS version of the platform. Perspect can also discuss standalone private deployment for organisations that need Prism to run locally, in a private cloud or inside a customer-controlled environment.

Private deployment is for organisations with stricter data-control, hosting, network, security, internal procurement or regulatory review requirements. It may suit teams that cannot use standard SaaS for sensitive investment operations data.

Private deployment can be discussed as a standalone or customer-controlled deployment model. The exact split of responsibilities for hosting, updates, monitoring, backup, support and maintenance should be agreed as part of the deployment scope.

Yes. Some organisations may evaluate Prism through the demo or Prism Cloud first, then discuss private deployment once internal security, procurement or data-control requirements are clearer.

See the Deployment Options page for a clearer comparison between Prism Cloud and private deployment, or contact Perspect to discuss your organisation’s requirements.

Yes. Payment by invoice and bank transfer can be arranged for organisations that require procurement-led billing. Contact Perspect before subscribing so the appropriate billing process can be set up.

Annual subscriptions are billed as a single payment at the start of the subscription year. Annual billing gives roughly two months free compared with the equivalent monthly rate over a full year.

You can cancel your subscription by providing written notice to Perspect or using cancellation functionality within the Prism platform where available. Cancellation takes effect at the end of the current paid billing period.

Your access continues until the end of the paid subscription period. Data retention, export windows and deletion timing are governed by the current Terms of Service and Privacy Policy. Customers should request or complete any required export during the applicable retention window.

Yes. Prism is designed to support data export workflows for portfolio data, CRM records, reports and operational outputs. If you need assistance with a full export before cancellation, contact Perspect during your active subscription or retention window.

If a scheduled payment fails, Perspect may notify the account administrator and provide an opportunity to resolve the payment issue before access is suspended. Persistent non-payment may result in termination in accordance with the Terms of Service.

Prism is designed around tenant isolation, authenticated access, role-based permissions, controlled document workflows, audit logging, encrypted infrastructure and secure application routes. The Security and Compliance page explains the controls in more detail.

Prism is operated with UK data protection requirements in mind, including UK GDPR and the Data Protection Act 2018. Details of processing activities, retention, processors, lawful bases and data subject rights are set out in the Privacy Policy.

Prism audit logging is designed to record important platform activity such as record changes, authentication events, document access, approvals, report generation, exports and configuration updates. Audit trails support internal governance, operational oversight and compliance review.

Prism is built around tenant-scoped data access. Fund records, documents, reports, CRM data, portal access, settings and AI configuration are associated with the relevant organisation and user permissions.

Yes. Perspect can review security questionnaires, vendor due diligence requests and data processing agreement queries. Contact Perspect through the contact form or email [email protected] with the relevant request.

Where enterprise SSO is configured, MFA can be enforced by the connected identity provider, such as Azure AD, Okta or Google Workspace. Prism can inherit corporate identity controls through the OIDC authentication flow.

You can explore the demo first, then select a Prism Cloud plan on the Pricing page. After subscribing, the tenant administrator can configure users, roles, branding, SSO, settings and platform workflows.

Use the contact form and explain your deployment requirements, including whether you need local hosting, private cloud deployment, customer-controlled infrastructure, procurement review, security review or specific data-control requirements.

Yes. Prism supports bulk CSV import and field mapping for structured migration into the platform. Teams can use this to bring across fund records, portfolio companies, LP and GP records, commitments, contacts and other operating data.

To set up the Investor Portal, create portal user accounts, link them to the relevant LP or investor records, configure document visibility, publish the relevant materials and apply branding where appropriate.

Tenant branding is configured inside Prism settings. Organisations can apply logos, colours and presentation settings to create a more branded internal experience and Investor Portal experience.

Implementation support depends on the plan, deployment route and complexity of the organisation’s requirements. Complete customers and private deployment discussions may involve more detailed onboarding, migration, SSO, procurement or security review support.