A private markets operating system for investment teams

Prism acts as a connected operating layer for private markets teams that need portfolio oversight, CRM, dealflow, reporting, investor controls and governance in one place.

BUYER SEARCH

A private markets operating system for investment teams

Prism acts as a connected operating layer for private markets teams that need portfolio oversight, CRM, dealflow, reporting, investor controls and governance in one place.

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

{“@context”:”https://schema.org”,”@type”:”FAQPage”,”mainEntity”:[{“@type”:”Question”,”name”:”What is a private markets operating system?”,”acceptedAnswer”:{“@type”:”Answer”,”text”:”A private markets operating system is a connected platform for investment workflows such as portfolio oversight, CRM, dealflow, reporting, investor workflows and governance.”}},{“@type”:”Question”,”name”:”How is Prism different from a point tool?”,”acceptedAnswer”:{“@type”:”Answer”,”text”:”Prism connects multiple private markets workflows in one operating model instead of isolating CRM, reporting, portal and portfolio data in separate tools.”}},{“@type”:”Question”,”name”:”Who should use Prism?”,”acceptedAnswer”:{“@type”:”Answer”,”text”:”Private markets teams that need operational control across portfolio, investor, deal and reporting workflows should evaluate Prism.”}}]}

OPERATING SYSTEM EVALUATION

What makes a private markets operating system different

A private markets operating system is not just a collection of private capital modules. It should define how work is routed, approved, governed and reused across the investment lifecycle.

Process orchestration

Look for configurable workflows that move work from intake to review, approval, reporting and investor communication without losing context.

Governance by design

Check tenant controls, role permissions, audit logs and document evidence before evaluating dashboards or analytics.

Reusable data model

The same record should support pipeline, portfolio monitoring, reporting and investor workflows without repeated manual re-entry.

Private markets operating system procurement checklist

Use these checks when the buying decision is about the firm’s operating model, not just replacing a single database or reporting tool.

  • Does work move through governed states?
    The platform should make ownership, review status, approval status and handoffs visible across teams.
  • Can one record support many workflows?
    A portfolio company, investor or deal record should feed related processes without duplicate entry.
  • Can controls adapt by tenant or strategy?
    Different funds, teams and workflows may require different permissions and evidence requirements.
  • Will the platform change behaviour?
    An operating system should reduce side channels and create a clearer default path for work.