Private capital software for connected investment operations

Prism gives private capital teams one operating platform for portfolio oversight, deal workflow, CRM, reporting, investor portal controls, approvals and governance.

BUYER SEARCH

Private capital software for connected investment operations

Prism gives private capital teams one operating platform for portfolio oversight, deal workflow, CRM, reporting, investor portal controls, approvals and governance.

The core product areas

A connected platform for the full investment operations lifecycle

Each part of Prism solves a distinct operational problem, but the value compounds when every area shares the same data model, permission model, tenant configuration and audit trail.

Portfolio

Portfolio management

Track funds, assets, valuations, exposure, performance indicators, capital activity and portfolio context in one structured environment.

  • Fund and portfolio dashboards
  • NAV, commitment and distribution context
  • TVPI, DPI, RVPI and performance indicators
  • Exposure, vintage and currency views
  • FX-aware reporting context
Portfolio Management
Dashboard

Widget dashboard

Use configurable widgets to monitor portfolio activity, workflow status, approvals, reporting readiness and operational context from one workspace.

  • Configurable dashboard widgets
  • Portfolio and workflow visibility
  • Operational status views
  • Approval and report context
  • Presentation-friendly monitoring
Widget Dashboard
Deal Flow

Deal flow and investor pipeline

Manage opportunities, investor interest, pipeline activity and relationship-driven workflows with structured records and linked context.

  • Deal and investor pipeline tracking
  • Stage-based workflow visibility
  • Linked contacts and organisations
  • Documents and review context
  • Approval gates where required
Deal Flow and Pipeline
CRM

CRM and relationships

A fund-management CRM for LPs, GPs, organisations, contacts, affiliations, funds, documents and relationship history.

  • LP, GP, organisation and contact records
  • Affiliations and relationship mapping
  • Commitment and investor context
  • Custom fields for tenant-specific data models
  • Bulk CSV import with field mapping
CRM and Relationships
Reporting

Reporting

Create repeatable report packs, investor updates, internal reviews and export-ready outputs from governed operating data.

  • Reusable report templates
  • Report packs and section types
  • PDF, CSV and XLSX outputs
  • Report history and previews
  • Approval and audit context
Reporting
AI

AI assistance

Use controlled AI support for document extraction, commentary drafting, portfolio analysis and operational review with human approval.

  • AI-assisted document extraction
  • Report commentary drafting
  • Portfolio assistant workflows
  • Tenant-level AI governance
  • Usage controls and auditability
AI Assistance
Investor Portal

Investor portal

Give LPs a dedicated portal experience scoped to investor, fund and document access rules configured by the fund manager.

  • Read-only LP portal access
  • LP-scoped fund and document visibility
  • Published document controls
  • Watermarked downloads where enabled
  • Portal document access audit trail
Investor Portal
Approvals

Approvals and governance

Enforce review gates for sensitive workflows and keep an evidence trail across approvals, documents, reporting and operational changes.

  • Configurable approval workflows
  • Role-based sign-off paths
  • Separation of duties
  • Delegation support where configured
  • Approval decisions in the audit trail
Approvals and Governance
Integrations

Integrations and data exchange

Connect Prism to surrounding finance, accounting, reporting and data workflows through imports, exports, API ingest, webhooks and BI-friendly data pathways.

  • Bulk CSV import and field mapping
  • CSV, XLSX, PDF and report exports
  • BI-compatible export pathways
  • Outbound webhooks
  • API-key ingest for controlled data flows
Integrations and Data Exchange
Branding

Tenant branding and white labelling

Apply tenant-level branding across the platform, investor portal, login experience and reporting outputs where configured.

  • Tenant logos and colour settings
  • Investor portal branding
  • Branded report outputs
  • White-labelled stakeholder experience
  • Firm-specific presentation controls
Tenant Branding
Deployment

Deployment options

Use managed Prism Cloud, or discuss standalone private deployment for organisations that need local, private cloud or customer-controlled environments.

  • Managed Prism Cloud
  • Private deployment discussions
  • Customer-controlled environments
  • Security and procurement review support
  • Deployment scope handled separately
Deployment Options

BUYER RESOURCES

What buyers can check before a sales call

Use these public materials to review Prism before committing time to a formal sales process.

Open the live demo | Check pricing | Review trust material | Understand rollout | Compare alternatives

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PRIVATE CAPITAL SOFTWARE EVALUATION

How to evaluate private capital software across teams

Private capital software should connect investment, operations, investor relations and governance work. A useful evaluation looks at how data moves across workflows, not just whether each module exists in isolation.

Shared operating record

Confirm that portfolio, deal, investor, document and approval data can live in one controlled model rather than being reconciled between tools.

Workflow breadth

Map the daily work across investment, operations, IR and compliance teams, then check whether handoffs are visible and enforceable.

Adoption path

Assess how quickly teams can start with a core workflow and expand without a long enterprise implementation project.

Private capital software procurement checklist

Use these checks when the buying decision spans multiple teams and workflows rather than one narrow department.

  • Which workflows must share data?
    Map deal, portfolio, investor, document and approval data before choosing separate point solutions.
  • Where does governance happen?
    Permissions, audit history and approvals should sit inside daily workflows rather than in a separate compliance process.
  • How does the platform expand?
    A team should be able to start with one workflow and add adjacent workflows without redesigning the operating model.
  • What work remains in spreadsheets?
    The best evaluation is to identify what still needs manual reconciliation after implementation.