The Platform
Enterprise-Wide Solution
PEO represents a one-stop solution for your entire enterprise, with uncompromising back-office functionality, powerful deal flow, integrated contact-relationship management (CRM), asset management, fund administration and investor relations. PEO manages entities with single-click access to all information regarding any particular entity. Assets, funds, investors and prospective opportunities are all just a mouse-click away.
User-Defined Experience
Your deal and fund-raising opportunities, assets, funds, investors, transactions, documents and powerful reporting are all online via a thin client browser scaled to each specific role within your organization. Your home page operates as a central dashboard with instant access to your private equity operation's nerve center. The role orientation and the relationship of those roles to business views, creates a unique perspective for each user logging in. Administrators can have access to all aspects of the software, from opportunity dashboards to back-office personnel and transactions.
Integrated Front and Back Office
PEO is a Sarbanes-Oxley compliant tool that "dimensionalizes" private equity operations with powerful front and back-office capabilities. Asset opportunities are elegantly maintained and tie seamlessly into asset management. Asset management flows directly into fund administration and fund management administration provides the information base for investor relations. Combined with a powerful data warehouse concept, PEO takes private-equity-fund administration to a new level.
Navigation and Ease of Use
PEO offers a user experience similar to browsing the web. The left-hand navigation tool consistently presents options that are applicable to the context at hand. A 'favorites' tab and folders are available from the user home page, providing fast access to desired information. A powerful search capability includes a full-text search for all attributes. PEO scales to meet your requirements, using the degree of configuration that you choose for each of the platform's various levels.
