DealsPlus

🚀 𝐓𝐫𝐚𝐧𝐬𝐟𝐨𝐫𝐦 𝐘𝐨𝐮𝐫 𝐅𝐮𝐧𝐝 𝐀𝐮𝐝𝐢𝐭 𝐏𝐫𝐨𝐜𝐞𝐬𝐬 𝐰𝐢𝐭𝐡 𝐃𝐞𝐚𝐥𝐬𝐏𝐥𝐮𝐬  🚀 We've been helping our clients and their auditors streamline the annual fund audit process by using DealsPlus as their data source. The results? Significant improvements in efficiency and data accuracy compared to the traditional methods. 📊✨ 𝐓𝐡𝐞 𝐎𝐥𝐝 𝐖𝐚𝐲: ❌ Multiple email confirmations with third parties. ❌ Manual reconciliations between data sets. ❌ Spot checks leading to inconsistent data quality. 𝐓𝐡𝐞 𝐃𝐞𝐚𝐥𝐬𝐏𝐥𝐮𝐬 𝐖𝐚𝐲: ✅ Quarterly approved capital tables. ✅ Automated reconciliation with valuation models. ✅ No manual steps, fewer errors, and better overall data quality. Say goodbye to cumbersome audits and hello to a streamlined process that keeps everyone on the same page. ✅ If you're interested in learning how we can make your audits more efficient, let’s connect. 🤝 #PrivateEquity #FundAudit #FinancialTechnology #AuditEfficiency #CapitalTables

🚨 𝐀𝐫𝐞 𝐟𝐫𝐚𝐠𝐦𝐞𝐧𝐭𝐞𝐝 𝐝𝐚𝐭𝐚 𝐩𝐫𝐨𝐜𝐞𝐬𝐬𝐞𝐬 𝐬𝐥𝐨𝐰𝐢𝐧𝐠 𝐝𝐨𝐰𝐧 𝐲𝐨𝐮𝐫 𝐩𝐫𝐢𝐯𝐚𝐭𝐞 𝐞𝐪𝐮𝐢𝐭𝐲 𝐨𝐩𝐞𝐫𝐚𝐭𝐢𝐨𝐧𝐬?   Join our CPO, Ben Stockton, as he moderates an insightful webinar hosted by OakNorth on 🗓️ 20th November at 🕛 12 noon (GMT), alongside experts from IK Partners, EY and OakNorth. 📊✨   This session is tailored for professionals in 💼 𝐯𝐚𝐥𝐮𝐚𝐭𝐢𝐨𝐧, 𝐟𝐮𝐧𝐝 𝐟𝐢𝐧𝐚𝐧𝐜𝐞, 𝐭𝐚𝐱, 𝐚𝐧𝐝 𝐥𝐞𝐠𝐚𝐥 — exploring how technology can streamline 📈 𝐭𝐫𝐚𝐜𝐤𝐢𝐧𝐠, 𝐦𝐨𝐧𝐢𝐭𝐨𝐫𝐢𝐧𝐠, 𝐯𝐚𝐥𝐮𝐚𝐭𝐢𝐨𝐧, 𝐚𝐧𝐝 𝐫𝐞𝐩𝐨𝐫𝐭𝐢𝐧𝐠 of complex PE investment structures.   𝐃𝐨𝐧’𝐭 𝐦𝐢𝐬𝐬 𝐭𝐡𝐞 𝐨𝐩𝐩𝐨𝐫𝐭𝐮𝐧𝐢𝐭𝐲 𝐭𝐨 𝐟𝐮𝐭𝐮𝐫𝐞-𝐩𝐫𝐨𝐨𝐟 𝐲𝐨𝐮𝐫 𝐰𝐨𝐫𝐤𝐟𝐥𝐨𝐰𝐬 𝐚𝐧𝐝 𝐠𝐚𝐢𝐧 𝐯𝐚𝐥𝐮𝐚𝐛𝐥𝐞 𝐢𝐧𝐬𝐢𝐠𝐡𝐭𝐬 𝐟𝐫𝐨𝐦 𝐢𝐧𝐝𝐮𝐬𝐭𝐫𝐲 𝐥𝐞𝐚𝐝𝐞𝐫𝐬. 🚀 𝐑𝐞𝐠𝐢𝐬𝐭𝐞𝐫 𝐛𝐞𝐥𝐨𝐰!

DealsPlus team is on the way back from a fantastic trip to Luxembourg. Lee Brotherton, Svetlana Zedgenidzeva and Pramit Makanji had a series of highly productive meetings with a valued client, deepening our understanding of their processes and exploring how DealsPlus can further support their cap table data management needs. It was a great chance to connect in person, strengthening our client relationships while experiencing Luxembourg. We are excited to drive impactful results for our DealsPlus clients as we continue to build our partnerships! #ClientSuccess #PrivateEquity #CapTableManagement #Innovation

🚀 𝐐𝐮𝐚𝐫𝐭𝐞𝐫𝐥𝐲 𝐯𝐚𝐥𝐮𝐚𝐭𝐢𝐨𝐧𝐬 𝐬𝐡𝐨𝐮𝐥𝐝𝐧'𝐭 𝐛𝐞 𝐭𝐡𝐢𝐬 𝐭𝐨𝐮𝐠𝐡. Most PE funds have just wrapped up (or are still deep in) Q3 valuations. It’s an intense process—gathering KPIs, valuation metrics, and cap structure data across dozens of portfolio companies. Most funds still track this information in Excel, which can be time-consuming and difficult to validate. That's where DealsPlus comes in. We’re changing the game for PE funds with: 🔹 𝐅𝐮𝐥𝐥𝐲 𝐝𝐢𝐠𝐢𝐭𝐢𝐳𝐞𝐝 & 𝐚𝐮𝐭𝐨𝐦𝐚𝐭𝐞𝐝 𝐜𝐚𝐩 𝐭𝐚𝐛𝐥𝐞𝐬—tailored for PE structures, covering both equity and debt instruments, including automated interest schedules for all coupon-bearing instruments. 🔹 𝐀𝐮𝐭𝐨𝐦𝐚𝐭𝐞𝐝 𝐬𝐢𝐠𝐧-𝐨𝐟𝐟 𝐩𝐫𝐨𝐜𝐞𝐬𝐬𝐞𝐬—portfolio company CFOs and deal teams sign-off on positions each quarter with ease. 🔹 𝐃𝐢𝐠𝐢𝐭𝐢𝐳𝐞𝐝 𝐰𝐚𝐭𝐞𝐫𝐟𝐚𝐥𝐥 𝐦𝐨𝐝𝐞𝐥𝐬—accurately value equity for the fund, co-investors, and management, with investment structures, cap tables, and distribution rules seamlessly integrated. And that’s not all—by using DealsPlus for quarterly valuations, funds and portfolio companies build a 𝐬𝐢𝐧𝐠𝐥𝐞 𝐬𝐨𝐮𝐫𝐜𝐞 𝐨𝐟 𝐭𝐫𝐮𝐭𝐡 for accounting, audits, and portfolio exits. No more chasing spreadsheets, no more inefficiencies, no more lengthy due diligence processes. If you’re looking to digitise your investment and capital structures and add value across fund finance, portfolio CFO functions, and transaction workflows, get in touch for a free consultation: demo@dealsplus.io. Let’s make quarterly reporting faster, simpler, and more reliable.💡 #PrivateEquity #QuarterlyReporting #PEValuations #FundFinance #ExitStrategy

🚀 Revolutionizing Tax in Private Equity with DealsPlus 🚀 At DealsPlus, we understand that tax teams in private equity are no longer just focused on compliance. Today, they are driving innovation and creating transformative value across functions. In our latest presentation, we explore: ✅ The key challenges private equity tax teams face ✅ How DealsPlus provides a single source of truth, fostering seamless collaboration across teams ✅ Real-world examples of how tax teams can become value drivers, not just risk managers. 💡 With DealsPlus, tax teams are empowered to lead with data-driven insights, streamline transaction readiness, and ensure investment structures remain up-to-date. 👉 Swipe through the presentation to learn how DealsPlus is transforming tax functions in private equity. Let’s talk about how we can help your tax team stay ahead of the curve! #PrivateEquity #TaxTransformation #DealsPlus #TaxInnovation #InvestmentStructures #PrivateEquityTax #Collaboration

🚀 Revolutionizing Tax in Private Equity with DealsPlus 🚀 At DealsPlus, we understand that tax teams in private equity are no longer just focused on compliance. Today, they are driving innovation and creating transformative value across functions. In our latest presentation, we explore: ✅ The key challenges private equity tax teams face ✅ How DealsPlus provides a single source of truth, fostering seamless collaboration across teams ✅ Real-world examples of how tax teams can become value drivers, not just risk managers. 💡 With DealsPlus, tax teams are empowered to lead with data-driven insights, streamline transaction readiness, and ensure investment structures remain up-to-date. 👉 Swipe through the presentation to learn how DealsPlus is transforming tax functions in private equity. Let’s talk about how we can help your tax team stay ahead of the curve! #PrivateEquity #TaxTransformation #DealsPlus #TaxInnovation #InvestmentStructures #PrivateEquityTax #Collaboration

🚀 New Blog Alert! 🚀 Managing Management Incentive Plans (MIPs) in Private Equity, especially in countries like France, can be complex and time-consuming. Mismanagement can lead to regulatory non-compliance, tax inefficiencies, and delays during audits or exits. But with the right technology, managing MIPs doesn't have to be overwhelming. In our latest blog, we explore French MIPs in private equity deals and how DealsPlus helps funds and companies simplify MIP management—ensuring accuracy, compliance, and efficiency. 💼 Whether you're a fund manager or a CFO, this blog is a must-read! 🔗 Link to blog in comments below. #PrivateEquity #MIPManagement #Valuations #Compliance #DealsPlus #Automation #PortfolioManagement #TaxEfficiency #FundAccounting #ExitStrategy

🔔 As Q3 draws to a close, private equity funds are gearing up for their valuation and reporting cycle. One of the most time-consuming and error-prone tasks in this process is valuing a fund's equity by running waterfall valuations for each portfolio company. Here’s why it’s still a challenge for many fund finance teams: 📊 Manual Updates: Capital structures are often managed in Excel, leading to errors and difficulties with validation and reconciliation. 📂 Fragmented Data: Investment structure data is spread across multiple files and documents, lacking standardization. 🔄 No Single Source of Truth: Key stakeholders (fund finance, deal, and portfolio teams) often work from different data sets, causing mismatches. ⏳ Error-Prone Processes: Waterfall valuations rely on accurate data, and when the data is flawed, the entire reporting and audit process becomes cumbersome and inefficient. At DealsPlus, we’ve built a solution to tackle these challenges, streamlining 🧮 quarterly valuations, 📈 fund accounting, audits, and even portfolio exits. We believe 💡 there’s significant value being lost across the investment lifecycle, and we’re here to help recover it. 💬 If you're part of a fund finance, valuations, or operations team at a private equity fund, let’s connect to explore how we can help at sales@dealsplus.io.

🔔 As Q3 draws to a close, private equity funds are gearing up for their valuation and reporting cycle. One of the most time-consuming and error-prone tasks in this process is valuing a fund's equity by running waterfall valuations for each portfolio company. Here’s why it’s still a challenge for many fund finance teams: 📊 Manual Updates: Capital structures are often managed in Excel, leading to errors and difficulties with validation and reconciliation. 📂 Fragmented Data: Investment structure data is spread across multiple files and documents, lacking standardization. 🔄 No Single Source of Truth: Key stakeholders (fund finance, deal, and portfolio teams) often work from different data sets, causing mismatches. ⏳ Error-Prone Processes: Waterfall valuations rely on accurate data, and when the data is flawed, the entire reporting and audit process becomes cumbersome and inefficient. At DealsPlus, we’ve built a solution to tackle these challenges, streamlining 🧮 quarterly valuations, 📈 fund accounting, audits, and even portfolio exits. We believe 💡 there’s significant value being lost across the investment lifecycle, and we’re here to help recover it. 💬 If you're part of a fund finance, valuations, or operations team at a private equity fund, let’s connect to explore how we can help at sales@dealsplus.io.

🚀 Helping PE-Backed Portfolio Companies Get Exit Ready 🚀 At DealsPlus, we’re proud to support private equity-backed companies in preparing for successful exits. Our platform streamlines the process, saving time and enhancing value at every stage. Here’s how we’re making an impact: 1️⃣ The management team and their advisors at a multi-billion-pound portfolio company of a global PE house are using DealsPlus to review current incentive arrangements, assess the value for management shareholders at exit, and plan a post-exit incentive scheme. 2️⃣ Sell-side law firms for two mid-market PE-backed portfolio companies are using ready-made data from DealsPlus, enabling efficient review and preparation of due diligence and transaction materials. DealsPlus enables funds, portfolio companies, and their advisors to focus on key value drivers, rather than wasting time searching for information. Our platform serves as a single source of truth, connecting everything from quarterly equity valuation and reporting to fund accounting, audits, and streamlining portfolio exits. 💡 Save weeks in the exit process and stay transaction-ready. #PrivateEquity #PortfolioManagement #ExitStrategy #MergersAndAcquisitions #DealsPlus #PrivateEquityExits #DueDiligence #Investment #PE