Different investment strategies create different operational demands. Prism is designed to reflect that — delivering portfolio oversight, deal workflow, reporting, and governance in a way that maps to how your firm actually runs.
Who Prism is built for
One platform — shaped around the needs of serious investment firms
Prism delivers the same full platform to every customer. The difference is in how each firm’s workflows, reporting cadences, investor structures, and governance requirements align with what the platform provides.
Private equity firms
Multi-fund portfolio oversight, structured LP reporting, deal approval workflows, fee and carry tracking, and a secure investor portal — built for firms managing institutional capital across multiple vehicles.
Venture capital teams
Portfolio company tracking across stages and rounds, deal flow management, LP relationship management, and reporting — structured for VC firms managing large, active portfolios of early and growth-stage investments.
Infrastructure and real assets
Long-hold asset management, complex multi-fund structures, institutional LP reporting, and governance controls for infrastructure, real estate, and real assets managers operating across multiple jurisdictions.
Fund managers
A connected operating environment for fund managers running multi-strategy or specialist vehicles — with the portfolio visibility, LP reporting, governance controls, and operational structure that institutional mandates demand.
Family offices
Portfolio oversight, investment tracking, document management, and reporting for single and multi-family offices managing diversified assets across private equity, real estate, public markets, and direct investments.
Investment operations teams
Operational infrastructure for the teams running finance, compliance, data management, and reporting behind investment organisations — giving operations and finance professionals the tools and controls to run a tighter function.
What every firm gets
The same full platform — regardless of firm type or plan
Prism does not gate features by firm type or pricing tier. Every customer gets the complete platform. The value is in how those features map to your specific operational context.
Portfolio management
Live NAV, TVPI, DPI, RVPI, and exposure analysis across all funds in one structured environment. Multi-currency with FX normalisation.
Investor portal
A secure, LP-scoped portal with watermarked document downloads and a complete, tamper-evident access audit trail.
Governance and audit
SHA-256 hash-chained audit logs, role-based access, approval workflows, and enterprise SSO across every tenant.
Reporting and AI
Report packs from live data, AI-assisted commentary drafting, scheduled distribution, and PDF generation for any audience.
See Prism in a live working environment
Explore the full platform with example fund data, portfolios, deals, and LP records — no account required.
Explore software evaluation pages
More software evaluation pages
Fundraising and fund operations pages
More vertical evaluation pages
Migration and implementation guides
