New Environment Benefits
Graduating to an automated accounting system provides more details, reduces costs, provides more transparency and most of all reduces time wasted retrieving data.
- Easily consolidate holding companies/investments and funds
- Data is auto loaded and reports are automatically created-minimizing cutting and pasting
- Data is scheduled for auto loads which is current for your needs
New Portfolio Monitoring Environment
Utilizing Microsoft Dynamics with our Intellectual Property
Automated Data Control Options:
- Partial Load: Auto Load portfolio company provided data
- Full Load: Auto Load all portfolio company data
- Deploy: If required, portfolio company can use your system to run the company
NOTE: If required, specialized software systems such as eFront and iLevel can be used, which our details can load into.
- Easily add and delete companies based on relationships
- Our solution provides more details since it has a place holder to collect detailed accounting and financial information
- This creates more transcparency for LPs
What are some of the accounting challenges private equity firms face?
How does Excelor solve this?