DealsPlus Information

For too long, private equity funds have relied on spreadsheets, scattered documents, and disjointed data to track complex investment and ownership structures. It’s slow, error-prone, and not scalable. When regulators, investors, or auditors come knocking, it’s a fire drill every time. DealsPlus is a purpose-built platform for private equity investment structures: giving fund finance teams, deal teams, and portfolio CFOs a single source of truth for ownership, equity value, and the data behind every key workflow. With DealsPlus, funds save significant time and cost across: 👉 Equity valuation. Our cap table and waterfall module connects portfolio economics with validated ownership data to seamlessly value fund, management, and co-investor equity. No more fragmented spreadsheets. 👉 Finance, legal, and tax. Investment structure data for annual accounts, audits, UBO/KYC, tax reporting, and custodian verifications: relied on by auditors, legal advisers, and tax advisers across the deal lifecycle. 👉 Portfolio exits. Save months in an exit process with clean data for due diligence, SPA, and exit distributions. DealsPlus combines a robust data architecture, powerful calculation engine, and intelligent workflows - and increasingly, the data foundation for funds looking to get more from AI.