Private equity firms need more than portfolio monitoring software. They need a connected operating layer — one that handles fund performance, LP reporting, deal governance, capital mechanics, and investor relations without fragmenting those workflows across disconnected tools.
The operational reality
The tools most PE firms run on were not built for this work
Private equity operations involve complex multi-fund structures, institutional LP relationships, structured approval processes, and quarterly reporting cycles that generic software is not designed to support.
Portfolio data is scattered
NAV, TVPI, DPI, and RVPI figures live across fund-specific spreadsheets that are reconciled manually at reporting time. When numbers change, the reconciliation starts again. The data LPs see is only as reliable as the last person who updated the model.
Deal governance has no audit trail
Investment decisions move through email chains and informal sign-offs. There is no structured record of how a deal progressed through the investment committee, who approved what, or when. Regulatory scrutiny and institutional LP due diligence are making this increasingly difficult to sustain.
LP reporting absorbs too much time
Quarterly LP reports and board packs are assembled from multiple sources by analysts who spend days pulling and formatting data that should be accessible in one place. The process is manual, error-prone, and repeats itself every quarter.
How Prism addresses this
A structured operating environment built for the way PE firms actually work
Portfolio performance across all funds
Prism maintains a live portfolio dashboard aggregating TVPI, DPI, RVPI, NAV, and total AUM across all of your funds — with FX normalisation to a base currency of your choice. Sector allocation, geographic exposure, and vintage year performance are tracked continuously rather than reconciled at reporting time.
Secure LP investor portal
The Prism Investor Portal gives each LP a dedicated, read-only environment scoped strictly to their position and commitments. Fund managers control exactly what each LP sees. Every document download is watermarked with the recipient’s identity and logged to the tamper-evident audit trail — giving you a complete, defensible record of what was shared, with whom, and when.
Deal governance with a verifiable audit trail
Prism’s deal dashboard gives your investment team a structured pipeline with configurable approval gates at each stage. Every approval is written to the tamper-evident, SHA-256 hash-chained audit log with the approver’s identity, timestamp, and rationale — creating a complete, verifiable record of how every investment decision was made.
LP report packs from live data
Report packs for LPs and the board are generated directly from Prism’s live portfolio data — not assembled manually from spreadsheets. Reusable templates maintain consistency across reporting periods. AI assistance is available for drafting commentary and narrative sections, reviewed by your team before publication.
Capital calls, closings, and fee and carry
Prism tracks capital calls and fund closings across your LP base, maintaining an accurate record of called capital, uncalled commitments, and distribution history per investor. The fee and carry waterfall module handles management fee and carried interest calculations in line with your fund’s specific terms.
LP and GP relationship management
The Prism CRM is structured around the relationships that matter in private equity — general partners, limited partners, fund vehicles, portfolio companies, contacts, and co-investors. LP commitment records are linked directly to fund performance data, so relationship context enriches every part of the platform.
Security and compliance
Enterprise-grade security for firms managing institutional capital
Institutional LPs and regulatory bodies expect demonstrable security controls. Prism is engineered to meet those expectations at every layer — not as a compliance checklist, but as structural architecture.
LUKS encryption at rest and in transit
All data stored on LUKS-encrypted volumes. TLS enforced at Cloudflare edge and Nginx. No unencrypted connections accepted at any point.
Tamper-evident audit logs
SHA-256 hash-chained audit log of every platform action. Alteration of any entry is cryptographically detectable. Retained for seven years.
Enterprise SSO and MFA
Full OIDC SSO with Azure AD, Okta, and Google Workspace. Users inherit your corporate MFA policies. SSO can be set as the exclusive login method for your tenant.
UK GDPR compliant
Perspect processes data in compliance with UK GDPR and the Data Protection Act 2018. Full security architecture at perspect.finance/security.
Common questions
Questions from private equity teams
Yes. Prism supports multiple fund vehicles within a single tenant. Each fund has its own LP base, commitment records, capital call history, and distribution waterfall. The portfolio overview aggregates across all funds, while individual fund views maintain the separation your LP reporting requires.
The Prism fee and carry waterfall module tracks management fees and carried interest calculations in line with your fund’s specific terms — covering preferred return hurdles, catch-up provisions, and carried interest splits. The module maintains a running record of economic allocations without requiring manual recalculation at each reporting period.
Yes. LP portal users receive their own login credentials and access their dedicated view directly. The fund manager controls which documents are published and to which LPs. Portal users can view and download documents at any time. Every download is automatically watermarked and logged to the audit trail.
Yes. KYC documentation, subscription agreements, and investor identity records can be stored against LP records in Prism’s CRM. Documents are held on LUKS-encrypted storage with role-based access controls, ensuring only authorised team members can access sensitive investor documentation.
Yes. Perspect publishes full security and compliance documentation at perspect.finance/security, covering encryption, audit logging, tenant isolation, SSO, and UK GDPR compliance. Vendor due diligence questionnaires and data processing agreement requests are handled directly — use the contact form to submit these.
See how Prism works for private equity teams
Explore the full platform with example fund data, portfolio companies, LP records, and deal workflows — no account required.
Private equity software evaluation paths
