PESS Directory – 2015
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PESS Directory – 2015 3i Infotech – Framework 4 AltaReturn 6 App-X 8 eFront 10 eVenture Systems Limited 12 InnoEra 14 End to End Software Investors Economic Assurance 16 Relevant Equity Systems 18 SS&C Software 20 SunGard Investran 22 Vantage Software 24 Vitech Systems Group, Inc. 26 Baxon PE 28 ClearMomentum 30 Asset Monitoring Software iLevel Solutions 32 TopQ 34 SEI 36 Fund Administrators SS&C Fund Services 38 4vco Limited 40 Consultancies Lionpoint Group 42 SteelBridge Consulting Ventures 44 LexisNexis InterAction 46 CRM/Deal Flow Software Netage Solutions, Inc. 48 Touchstone CRM 50 IT Support/Services Advanced 365 52 Accounting and Reporting PS Financials 54 Back Office Q-Biz Solutions 56 Compliance Management ViClarity 58 Expense Management TripsWare 60 Investor Relations Intralinks 62 Limited Partner Services Burgiss 64 Private Equity Research PitchBook 66 1 2 Foreword Welcome to the 2015 PESS (Private Equity Software and Services) Directory. 4vco has been providing independent advice to private equity clients for over 13 years and has witnessed the growth and maturing of a dynamic software and service industry in the sector. The 2015 edition of the PESS Directory contains profiles of over 30 suppliers, each with a proven commitment to servicing private equity clients. The profiles include details of company backgrounds, key facts, product descriptions, clients and supplier contact details. The PESS Directory is updated annually and is available free at www.pessdirectory.com where individual profiles can be viewed online and a pdf of all profiles can be downloaded. Latest supplier news is also available online at www.pessnews.com and in the monthly PESS Newsletter. Visit www.pessnews.com to register for the free newsletter. To keep in touch with supplier news as it happens you can also follow the PESSNews Twitter feed at www.twitter.com/PESSNews Finally, look out for details of our PESS Showcase events in New York Fall 2015) and London (June 10th 2015) during 2015 – see www.pessnet.com for details. Free to attend, the Showcases provide a great opportunity to meet and assess the leading software and service providers and to network with your peers in a relaxed but thought-provoking environment. Thank you for your interest in the PESS Directory. All feedback is welcome at [email protected] Regards The PESS Team Disclaimer Please note that all information in the Directory is provided by the suppliers. 4vco exercises no editorial control over the content of the profiles and offers no guarantee of the accuracy of the information contained therein. 3 About us Key benefits _______________________________________ _______________________________________ Framework is a complete, end-to-end software Outstanding service levels can be achieved solution for the private equity industry. using the powerful reporting and dynamic ad- hoc enquiry tools to quickly respond to The company was formed in 2000 and is a queries from investors and senior market leader in private equity software. In 2008 management. Framework became part of 3i Infotech, a global Web-enabled reporting with drilldown technology company with over 1,500 customers dashboards provide “anytime anywhere” in over 50 countries and a wide range of software access to real-time data – whether in the products and services for the financial services office or on the road. industry. End-to-end investment management capability from deal sourcing to investment Our software monitoring to cash flows and valuations _______________________________________ enable the entire deal lifecycle to be Framework supports the investor managed efficiently on one platform with all management and investment lifecycles with stakeholders looking at one database. capital accounting and portfolio management Robust capital accounting functionality result functionality along with an integrated general in significant increases in efficiencies and ledger. controls in critical business processes. Powerful reporting tools provide the EVCA and ILPA templates are available capability to create professional quality along with a suite of standard reports. reports and respond to ad-hoc requests. High user adoption at clients sites with an Investment performance can be scrutinised adaptable, Microsoft Office-like graphical with comprehensive investment monitoring, user interface which seamlessly integrates in capital structure and valuation capability. to a user’s workstation. Rich functionality enables the IR team to Configurable business processes ensure manage relationships, handle documents operational consistency and the ability to and meet investor reporting requirements. change practices in an evolving market. The deal team can track contacts and source Business growth and increased complexity is deals efficiently with deal flow processes supported by Framework’s comprehensive, configured to match their specific needs. scalable and flexible software – a true enterprise solution. Framework provides solutions for _______________________________________ _______________________________________ Limited Partners Secondaries Funds of Funds Mezzanine Funds Fund Administrators Real Estate Investors Development Funds 4 www.3i-infotech.com/Framework Our approach Clients _______________________________________ _______________________________________ We are an ambitious, growing company and Framework’s global client base includes a range understand the important role that our customers of firms active in private equity including GPs, play in our future success. Our aim is to ensure LPs, Fund of Funds, Fund Administrators, and that Framework adds value to our clients’ Secondary, Mezzanine, Real Estate and business operations from Day 1. We aim to Development Funds. Our goal is to help our provide superior service from the beginning and clients manage risk, enable transparency and do everything we can to ensure that all client increase efficiency in their business operations. objectives are met. Technology To ensure that we are up to date with industry _______________________________________ trends and market needs we regularly The Framework application is built on the communicate with our clients, especially via our modern Microsoft .NET technology stack, active, independent user group. This market and provides rich integration with Microsoft information feeds into our extensive maintenance Office and simple, secure deployment via service which provides regular updates to help ClickOnce. maintain the value of your investment in our software. Integration with Microsoft Active Directory provides enterprise security and easy administration. Implementation Use of Microsoft SQL Server as the database _______________________________________ provides secure storage with easy We set implementation success criteria at project configuration and management. inception with clients and ensure that all project activities are focused on achieving these goals. Hosting Framework’s delivery approach is geared as a traditional “waterfall” methodology and provides _______________________________________ the structure for an on-time, on-budget Framework can be deployed at the client site or implementation. The deployment expertise and hosted by a third party company, allowing our best practice guidance developed from the clients to focus on their core business and delivery of many successful projects is a key minimise the cost of IT ownership. input of successful implementation projects. Contacts _______________________________________ _______________________________________ Paul Whapham t: +44 20 7071 3143 e: [email protected] 5 AltaReturn Next-generation software for the alternative invesmtent industry About AltaReturn Product Solutions _______________________________________ _______________________________________ A next-generation technology deployed on the Available as an integrated end-to-end suite, or as cloud, AltaReturn was designed from the ground independently licensed applications which will fit up to be an end-to-end solution for the within your existing infrastructure and technology Alternative Investment industry. AltaReturn framework, we offer the following solutions via outperforms other systems, providing a compre- the cloud (SaaS – Software as a Service) using hensive high-performance solution that drives Microsoft Azure: virtually every area of your enterprise. Created An industry strength, commercial general ledger on Microsoft® platforms and leveraging for Fund and Management Company proprietary AltaReturn technology, it is Accounting leveraging Microsoft® Dynamics sophisticated, yet easy to use – giving you the NAV, tailored for private equity and Alternative tools you need to increase efficiency and Investment fund managers’ specific transaction, visibility. processing and reporting needs. AltaReturn was founded by Custodio Toledo and Customer Relationship Management Rey Acosta with the goal of delivering a robust, leveraging Microsoft® Dynamics CRM to drive intuitive next generation platform that would automation in fundraising, deal tracking and other deliver where others have failed. The firm is business processes that increase productivity staffed with industry experts; all key employees and efficiency. Accessible to users on PC’s and have an average of 20 years of experience with for mobility on tablets and smartphones. financial systems, primarily focused on the AltaReturn Business Intelligence produces, alternative assets industry. The AltaReturn team calculates and delivers data