Private Equity Software

A complete, streamlined suite of private equity software solutions to help you scale your funds successfully.


Software built specifically for private equity firms

As the private equity industry has grown, GPs’ needs have evolved. The software they use should too.

Allvue’s Private Equity software platform combines our award-winning Fund Accounting solution with our robust and flexible Portfolio Monitoring solution, out-of-the-box Investor Portal, and more, for a fully-integrated offering.

  • Built on Microsoft, our next-generation technology is intuitive, easy to use, and stays on the cutting edge without requiring costly upgrades.
  • Designed specifically for the needs of private capital, our platform can easily handle the most complex of accounting processes and can help guide users through industry best practices.
  • Fully-integrated and scalable, our platform can help GPs of all sizes, from emerging managers to established players, grow their business without increasing headcount.
Allvue's Private Equity Fund Accounting software

The puzzle pieces behind the industry's leading private equity software solution

Tablet icon displaying financial data

Fund Accounting

A complete back office solution that combines detailed financial statement reporting, a true general ledger, cash management and workflow standards.

Learn More
Icon displaying flow of data

Private Equity Essentials

A comprehensive set of solutions designed to help emerging private equity firms de-risk and streamline back-office workflows and improve investor communications.

Learn More
Line graph displaying mock data for portfolio monitoring software

Fund Performance & Portfolio Monitoring

Move away from emails and spreadsheets with a better way to collect and analyze KPIs and key financials.

Learn More
Computer monitor icon displaying investor portal

Investor Portal

Transform your investors’ digital experience with a branded look and feel, customizable dashboards and secure document sharing.

Learn More
Icon for business intelligence

Business Intelligence

Visualize trends across your entire organization and get the data to meet emerging challenges head-on.

Learn More
Icon for corporate accounting

Corporate Accounting

Easy-to-use management company accounting software that’s designed especially for private capital GPs.

Learn More
Headshot icon displaying mock data

Investor & Investment Management

Capitalize on every opportunity with software built to help Investor Relations professionals maximize their relationships.

Learn More

See Allvue’s private equity software in action

The Equity Pick-Up functionality is designed to de-risk and streamline even the most complex transactions by easily and accurately tracking multiple entities. This is just one way our private equity software can help set your private equity firm up for success.

Want to see more use cases for Allvue’s private equity software in action? View more videos here.



How does Allvue’s private equity software differ from competitors?

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. Here’s why. 

  • Icon displaying group of people Front-to-back office support
  • Icon for multi-asset class coverage Multi-asset class coverage
  • Icon for buildings Seamless integration
  • Computer screen icon displaying bar chart One home for all data

Are you an emerging private equity manager?

Allvue's Equity Essentials solution set – specially designed for GPs with less than $1B committed capital – offer accounting, reporting, and investor communication tools designed to help venture capital and private equity firms supercharge their growth .


How Allvue allowed Polaris to launch a new fund – without adding headcount

The industry-leading private equity firm Polaris had set themselves a challenge: to update their fund accounting setup before their next fund launched.

The result:

“Allvue allowed us to launch a new fund in a modern fund accounting setup as well as have the infrastructure in place to launch a new strategy without requiring additional back-office headcount.”

Joachim Satchwell
Associate Director, Polaris

Polaris Case Study Fund Accounting Software Page

Discover our award-winning private equity solutions

Susan Gillick at Standish on Allvue's Fund Accounting software

“Allvue saves us days. I’m not even talking hours – it saves us days.”

Susan Gillick
President, Standish Management


How does Allvue compare to other private equity software vendors?

Our industry-leading private equity clients

"Given Allvue's long history in helping GPs with their reporting needs, it was clear they know what LPs are looking for."

– Brian Murphy,

"Allvue's deep fund accounting experience was invaluable in getting our first fund up and running."

– Matt Smith,
Chief Accounting Officer

Our private equity technology is purpose built

Built within Microsoft’s enterprise framework, Allvue’s cloud-based private equity software solution leverages Microsoft Business Central and Azure with a multi-layered security stack provided across physical datacenters, infrastructure, and operations. Allvue aligns with industry-specific compliance standards, such as SOC1 and SOC2.

This provides multiple benefits for our fund accounting users, including:

  • It allows us to leverage Microsoft’s extensive research and development capabilities to keep our users on the cutting edge – even as the cutting edge evolves
  • It allows us to provide a cloud-based environment that does not require costly upgrades, unlike many of our competitors
  • It offers a modern, intuitive user experience that is already universally familiar
Allvue Technology

FAQ: private equity software

Starting your search for the right private equity software solution? Here are some questions the Allvue team commonly fields:

Allvue’s private equity software supports the equity fund lifecycle from the front office all the way through to the back office. While specific modules can be purchased independently, our software was built to be an end-to-end solution that serves as the engine behind your entire alternative investment operation.

Fundraising – Track investors, collateral details, commitment status, and mine investor database for insights

Deal Management – Source and underwrite investments

Portfolio Management – Understand exposures across all funds/business lines and monitor portfolio risk in real time

Portfolio Monitoring – Monitor and manage individual investments

Investor Relations – Create and distribute data to external stakeholders

Accounting – Multipronged back-office capabilities to help you tackle fund accounting, individual investment accounting, and management company accounting.

Allvue offers an Equity Essentials package, specifically tailored to the needs of startup private equity managers poised for growth with less than $1 billion in assets under management. The larger your firm grows, the more complex your funds and strategy become, the harder it is to put everything on pause to overhaul the systems on which you carry out your investment strategy. That’s why Allvue designed a specific package aimed at helping your growing firm nail processes and a scalable technology stack early in the game.

Allvue’s Equity Essentials packages together a few different solutions:

Fund Accounting – A complete back-office solution that combines detailed financial statement reporting, a true general ledger, cash management, and workflow standards

Fund Performance & Portfolio Monitoring – Monitoring software that easily collects, manages, and reports on underlying companies and assets

Investor Management – A CRM and investor access portal solution that integrates seamlessly with accounting and reporting modules while delivering crucial data to LPs

To learn more about Allvue’s Equity Essentials package, click here.

Yes! Allvue’s technology is built to be asset class agnostic in the alternative investment sphere.

For example, consider Allvue’s back-office integrations. Fund Accounting is built for private equity strategies and easily integrates with Allvue’s Investment Accounting solutions built for private debt strategies – ultimately offering a fully consolidated back-office approach for a multi-strategy private capital portfolio.

You can automatically generate subledger entries, which then get integrated to your chart of accounts and general ledger in Fund Accounting. By using our consolidated back office, you maintain the same security master, portfolio information, and transactions. Keeping these in sync reduces any risk of duplicate entry or mismatched data.

To see our consolidated back office in action, watch this two-minute demo.

Request a Demo

Fill out the form below and we’ll reach out to talk more about how Allvue can help your business.

Discover the future of alternative investment software

Allvue’s industry-leading solutions can help your business break down barriers to information, clear a path to success, and reach new heights in alternative investments.

  • Front-to-Back Solutions – From fundraising to Investor Reporting & everything in between, Allvue has the solution you need
  • Multi Asset Class Coverage – Allvue can service all investments in the alternative space — from debt to equity — no matter what you invest in
  • Flexible Deployment – Whether you need a completely integrated solution or best-in-market point offering, Allvue has a deployment to fit your needs