Private Equity Portfolio Management Software

#PRIVATE EQUITY PORTFOLIO MANAGEMENT SOFTWARE SOFTWARE DEVELOPER WHO#
#PRIVATE EQUITY PORTFOLIO MANAGEMENT SOFTWARE FREE FOR THE#

Private Equity Portfolio Management Software Software Developer Who

Myself being a CA & having basic programming knowledge thought it was an impossible task till I came to know about MProfit in 2015.For private equity and venture capital firms, portfolio monitoring refers to the way in which the critical performance metrics are collected, monitored and tracked across the portfolio companies, and the active funds. Access the actionable insight you need to grow companies with automated workflows to compile portfolio company data, and produce insightful stakeholder reporting.A leading global full-service brokerage and investment bank, focused on providing trusted advice and tailored, sophisticated solutions for individuals.Indian Stock Market, with ever changing regulations, legislation, complexities and hundreds of Brokers having their own way of generating contracts/reports etc is a nightmare for any software developer who wants to automatize. Dynamo PMV, formerly Preqin Solutions, streamlines the portfolio monitoring and valuation process for GPs and LPs participating in direct investments. ESG data is a core tool we use during the investment period to drive value вЂ“ we track ESG key performance indicators (KPIs) across our investments for issues which are systemically important (such as diversity of boards and management teams), and several of our larger funds also track bespoke, material ESG KPIs for each controlled portfolio company. You can read more about our approach to ESG data here. Private equity professionals need a solution that can streamline and centralize the entire investment cycle, optimize processes, and enhance data and reporting.

Private Equity Portfolio Management Software Free For The

Designing of the App has been well thought of and implemented very appreciably.With more than three decades of exposure as a Banker and the feel of the customer expectation, I admire your dedication to elevate the software to such an elite level and the concern you are exhibiting to the customer needs.MProfit has become an inevitable financial life tool.I congratulate the entire team of MProfit and extend my sincere thanks as an user.The first important step to be taken after you start your investment is to manage your portfolio by doing an accounting for the same. Due care has been taken for the requirements of the users. Also, getting a FAMILY/GROUP portfolio data with a single click is a boon.In a nut-shell, MProfit is one of the most versatile product for Portfolio & Accounting running successfully and am glad and confident that this Made in India product will be honoured globallyToday I have downloaded the MProfit 10 in my Laptop and the App in my IPad and spent a couple of hours on exploring the various features of the App and the Reports/Charts that could be generated from Cloud.Through the App, now we are able to access the portfolio of the family and of members and could obtain the summary and transaction details of all assets and meaningful charts with simple touches on the screen.It is a wonderful milestone in MProfit for having introduced such a very user friendly App. A person having multiple broker accounts and multiple demat accounts can also have a seamless data updation, which is the beauty of product & shows the immense thoughtfulness in the product architecture.MProfit team members deserve a big kudos for passionately resolving each and every query of users (2200+ broker/templates of different segments) MProfit is priced at an affordable level even for a small trader/investor and is also given Free for the basic version вЂ“ these traits are quite rare considering the Indian environment.For the Accounting module, the idea of Importing the entire bankbook (even broker ledger) and minimizing the monotonous typing efforts, which otherwise are prone to errors, deserves a special mention. We are focused on investing in companies that can be transformed through operational best practices and where we see significant.MProfit has made this herculean task a reality and it allows one to manage oneвЂ™s portfolio across different asset class in a fraction of a time and is quite simple to operate.

The accounting module is extremely user friendly and much more easy and fast than the existing accounting software available in the market which is just like a blessing in disguise. And Statutory Reports with almost zero effort. I gave it a try since it had both the modules in one which I felt would make my investment journey a bit easy.I was amazed how easily and fast I could import and record all transactions and get all types of Misc.

A very good and must have software program for all independent retail Investors.Really appreciate the effort you guys are taking at MProfit and thank you for the same.