• Private Equity

    Private equity and venture capital managers

  • Credit

    Private debt, CLOs, and public credit

  • Fund Administrators

    Fund administrators serving private capital

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Investor Relations

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Data Management

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Investor Relations

Back Office

Technology Partner

Data Management

Back Office

Data Management

Investor Relations

Data Collection

Purpose-built for your investment strategy and fund lifecycle

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Investment Strategy

Emerging Managers

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NEW

Allvue AI

Data Management

FirmView® Carry, Co-Invest
and Compensation Management

PFA Solutions is now FirmView®. Shift from spreadsheets to FirmView® and streamline carried interest management, compensation planning, and performance reporting.

SEE A DEMO READ BROCHURE

What you get with
FirmView® Carry, Co-Invest and Compensation

  • Carry, Co-Invest, and Compensation

    Combines carry, co-investment, salary, variable pay, and benefits with E-signatures, vesting & forfeitures, unrealized & forecasting, and distribution processing.

    LEARN MORE

  • Compensation Planning and Recommendations

    Take control of the annual compensation cycle by combining salary & bonus pool management with manager approvals, flexible configurations and benchmarks.

    LEARN MORE

  • Employee Portal and Total Compensation Statements

    Increase satisfaction with an employee portal that combines total compensation statements, carry analytics, documents, reports, and interactive dashboards.

    LEARN MORE

Carry, Co-Invest,
and Compensation

FirmView® Carried Interest, Co-Investment and Compensation is the alternative investment industry’s most comprehensive tool for supporting fund level, deal-by-deal, employee capital co-investments, base, bonus, and other compensation arrangements.

SEE A DEMO LEARN MORE

Unify the Carried Interest, Co-Investment, and Compensation Employee Lifecycle

Our powerful private equity carry, co-invest, and comp software has features to help you manage the full life cycle of each allocation profile.

From Carry to Comp

Created for private capital firms to manage the complexities and variations across various carry, co-investment, and compensation programs

Golden Source of Data

Firms that have outgrown spreadsheets use FirmView to reduce risks of miscalculation with a golden source of truth for this highly sensitive data

Empowered Employees

Leverage the participant portal to allow employees to login and view dashboard analytics and access their employee agreements and statements

Compensation, Planning and Recommendations

Removes the reliance on spreadsheets and manual consolidations, delivering a more efficient year-end and mid-year salary and bonus award process.

SEE A DEMO LEARN MORE

Streamline the Annual
Compensation Process

FirmView®Compensation, Planning, and Recommendations (CPR) streamlines the year-end and mid-year salary and bonus awards process for HR professionals ensuring accuracy, compliance, and transparency to comp & carry arrangements.

Department-Specific Compensation Pools

Enable precise management of bonuses, variable pay, and other awards tailored to specific employee pool needs

Workflow-Based Approvals

Create workflow-based structured approval processes, that ensure efficient and accountable decision-making

Automated Compliance with Custom Rules

Adapt and fine-tune compensation calculations based while ensuring adherence to salary and bonus guidelines

Participant Portal

Increase satisfaction with an employee portal that combines total compensation statements, carry analytics, documents, reports, and interactive dashboards

SEE A DEMO LEARN MORE

Improve Employee Experience
with Total Compensation Statements

FirmView®Compensation, Planning, and Recommendations (CPR) streamlines the year-end and mid-year salary and bonus awards process for HR professionals ensuring accuracy, compliance, and transparency to comp & carry arrangements.

Total Compensation Statements

Aggregate total compensation across base, bonus, co-investments, carry, and management company equity

Allocation Reporting

Create workflow-based structured approval processes, that ensure efficient and accountable decision-making

Distribution Management

Seamlessly manage the distribution process by generating distributions (with withholdings) and notice letters

Discover the FirmView® Carried Interest, Co-Investment, and Compensation Advantage

FirmView®
Spreadsheets
Ease of Use
  • FirmView® offers easy onboarding thanks to interfacing with your existing accounting system through multiple integration options.
  • Create a single source of truth by managing and delivering on performance reporting metrics for funds, investments, and investors from one solution.
  • Spreadsheets require you to manually compile, track, and manage a complex assortment of carried interest agreements.
  • Rely on multiple versions of the truth depending on the specific contractual obligations underpinning each fund, investment, and investor.
Flexibility
  • FirmView® is used by leading private market firms across private equity, private debt, venture capital, real estate, and energy as well as alternative investment fund administrators.
  • Full assortment of Finance, Accounting, Legal, and HR-specific roles, workflows, and statements included
  • Spreadsheets vary dramatically depending on firm segment, strategy, geography, size, and the individual variations across spreadsheet types, formulas, editors, and users.
  • Limited capability for collaboration, integration, and role-based workflows and statements.
GP Portal
  • FirmView’s easy-to-use web-based portal is supplemented by information typically stored offline or in disparate systems (i.e., portfolio company metrics)
  • Direct integration with accounting platforms (i.e., Investran) enriches existing compensation cycles
  • Web-based access is limited to the native capabilities of the underlying spreadsheet and does not integrate information from other compensation-related systems.
  • Little to no direct integrations with other accounting platforms
Carry Plus Compensation
  • FirmView® is specifically built to handle the complexities and variations across various carry plans used by fund managers to allocate carried interest awards.
  • Firms are able to integrate other compensation details with carried interest awards (i.e., co-investments, salary, bonus, retirement, etc.)
  • Spreadsheets’ high customizability and programmability can introduce complexity and unforeseen errors to carried interest plans and create frustration for carried interest award recipients.
  • Firms struggle to combine other compensation details with carried interest awards and struggle
Data Storage
  • FirmView® services are built on top of Microsoft Azure
  • The cloud strategy allows you to store and maintain your data in a robust, secure and scalable environment.
  • Spreadsheet data storage varies greatly on vendor, version, user, and more
  • Maintaining data consistency, reliability, and security is challenging

  • FirmView® offers easy onboarding thanks to interfacing with your existing accounting system through multiple integration options.
  • Create a single source of truth by managing and delivering on performance reporting metrics for funds, investments, and investors from one solution.
Other Platforms
  • Spreadsheets require you to manually compile, track, and manage a complex assortment of carried interest agreements.
  • Rely on multiple versions of the truth depending on the specific contractual obligations underpinning each fund, investment, and investor.

  • FirmView® is used by leading private market firms across private equity, private debt, venture capital, real estate, and energy as well as alternative investment fund administrators.
  • Full assortment of Finance, Accounting, Legal, and HR-specific roles, workflows, and statements included
Other Platforms
  • Spreadsheets vary dramatically depending on firm segment, strategy, geography, size, and the individual variations across spreadsheet types, formulas, editors, and users.
  • Limited capability for collaboration, integration, and role-based workflows and statements.

  • FirmView’s easy-to-use web-based portal is supplemented by information typically stored offline or in disparate systems (i.e., portfolio company metrics)
  • Direct integration with accounting platforms (i.e., Investran) enriches existing compensation cycles
Other Platforms
  • Web-based access is limited to the native capabilities of the underlying spreadsheet and does not integrate information from other compensation-related systems.
  • Little to no direct integrations with other accounting platforms

  • FirmView® is specifically built to handle the complexities and variations across various carry plans used by fund managers to allocate carried interest awards.
  • Firms are able to integrate other compensation details with carried interest awards (i.e., co-investments, salary, bonus, retirement, etc.)
Other Platforms
  • Spreadsheets’ high customizability and programmability can introduce complexity and unforeseen errors to carried interest plans and create frustration for carried interest award recipients.
  • Firms struggle to combine other compensation details with carried interest awards and struggle

  • FirmView® services are built on top of Microsoft Azure
  • The cloud strategy allows you to store and maintain your data in a robust, secure and scalable environment.
Other Platforms
  • Spreadsheet data storage varies greatly on vendor, version, user, and more
  • Maintaining data consistency, reliability, and security is challenging

How does Allvue compare to other alternative investment software vendors?

As the private equity space has exploded with growth over the last few decades, so has the private equity software landscape. We’re confident Allvue offers the best solution on the market to help you make the most informed decisions for your private equity portfolio.

SEE HOW ALLVUE COMPARES

  • Out-of-the-box, front-to-back office solution with built-in industry best practices and flexible deployment
  • Cloud-based scalability with a robust integration and API ecosystem to grow with your firm
  • One home for your data with standardized reports and customized dashboards
  • Corporate, fund, and investment accounting from single market-leading provider

The Definitive Guide to
Carry and Compensation Management

The Definitive Guide to Carry and Compensation Management is a must-read resource for CFOs, COOs, HR leaders, and fund administrators navigating the challenges of private markets compensation.


READ GUIDE

Definitive Guide to Carry and Compensation Management

Discover our award-winning
private equity solutions

Learn more

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Allvue saves us days. I’m not even talking hours— it saves us days.

Susan Gillick
President, Standish Management

Allvue’s software is trusted by private equity, venture capital, private credit, CLOs, and fund administrators globally.

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