Carried Interest and Co-Invest Management
Enhance Your Process
Manage the complexities of your carried interest and co-invest programs with CompTrak. Our software is intuitive, and easy-to-use, but that’s not all. We’ve included features that are vital to your participants and ensure your firm stays at a competitive advantage from a systems perspective. Venture capital entities, hedge funds private equity, and property development firms can allow their stakeholders to take advantage of real-time access to their portfolio, valuations and vesting events. Set parameters as needed and configure details relevant to your unique needs and improve investor relations.
Connect to All Levels
On any given day, there are numerous moving pieces at a private equity firm. CompTrak’s solution to the fragmented and manually intensive carried interest program, enables your company to maintain a high-level overview of what is happening and how that relates to stakeholders and limited partners. Uphold your new and existing relationships with data that is available in real-time and relevant to those who need it. Contracts, deals, and funds are all manageable and accessible through one platform.
Total Management of Carried Interest
Stay on top of your existing processes while remaining agile. Accommodate joiners and leavers within your plans and implement updates as needed. Prepare forecasts and reports within one convenient location, and save data to be reviewed or for future usage. Understand vesting schedules and create standard and exception-based templates that offer statistical balances. Portals provide a detailed view of relevant data for stakeholders, giving them the knowledge, they desire in an accessible and informative way.
Configured for Flexibility and Efficiency
As your firm grows, it also needs resources to grow with it. With carried interest software for private equity, you expect a robust solution that will continue to deliver results. Portfolio management and business development are staple processes that need to be integrated, and with CompTrak, they always will be. Track progress through unique modelling options and connect them with your goals, whether that be fundraising, capital deployment, or dealmaker productivity. Model different potential results, plan, and prepare as needed.
Keep the data you need access to within reach. CompTrak has designed a comprehensive tool to manage ownership allocation, capital events, and track your carried interest and co-invest programs. Review details, update accounts, and integrate new touchpoints where you see fit. With information available in one convenient location, you can cut down on time searching for various pieces and focus on the results as a whole.
Paperwork should be easily manageable and accessible in one central location for processes and transparency. This isn’t likely the case without dedicated carried interest software. Ensure that despite moving pieces, nothing gets dropped and everything is located where it needs to be. Automate the creation of agreements, acknowledgements, e-signatures within CompTrak's document management module. We also incorporated a document repository for administrators and participants that is customizable based on the parties who need access. What’s more, integrations are available with DocuSign for verified e-signatures, so once they sign on the dotted line, the documentation is already filed.
The additional time that is spent putting together reports and documentation for stakeholders can truly eat into the efficiency and productivity of your employees. Reduce their unnecessary burden, and effectively eliminate it with CompTrak. They’ll get a real-time participant view of holdings, valuations, and future transactions. In addition, reports for all users can be accessed at any time.
Reporting and Analytics
Each level of your firm needs specified data that answers their questions while also giving a comprehensive view of what is available to them. Allow this to take place anywhere and anytime throughout the year for all users and participants. CompTrak’s carried interest software for private equity and asset management has various options including partner, fund and deal-level reporting for all stakeholders.
Long-Term Incentive Management
Go beyond the immediate needs of carried interest software to encompass long-term incentives throughout your firm. The CompTrak platform enables the management of LTI across multiple securities, instruments, risk profiles and plan types. It’s customizable based on your needs and offers transparency as it relates to your incentive management processes. Utilize various capabilities including the opportunity to handle all types of equity and deferral programs related to your carried interest and co-invest programs. (Learn more link to Equity Plan Management product page)
What You Will Get
As a global solution, we work to be around when you need us. That means creating several touchpoints for support, and ensuring you have the knowledge you need to seamlessly integrate our software into your day-to-day. Support packages can vary depending on the specific needs of your group, whether that be service via email or over the phone.
Our expertise extends beyond carried interest software for private equity and asset management. We also have other offerings, including Compensation Management and Equity Plan Software. These solutions, when combined, can offer your employees a full perspective of what is available to them while they work for your firm. Highlight details that were once muddled and streamline processes that make transparency a core concern for your firm.
As you welcome the growth of your firm, so should your existing processes. CompTrak's platform is designed to suit your needs, no matter the level of scalability you have in mind. Your carried interest processes will always be in order, no matter the joiners and leavers, signing of contracts and new deals, or sale of assets. We can meet you every step of the way to enhance what is already working, and update based on renewed needs.
CompTrak is not a superficial solution. While we are proud to leverage the use of automation, great user experience and stunning dashboards, a software solution has to go deeper than that to be effective and compliant. Throughout our system, in-depth logging is standard. Track clicks and manage the reports of details that are vital to your needs. Meet the requirements for internal and external audits without additional processes, tasks, or spreadsheets.
We are a digitally aware company. Our solutions are designed to be user-centered, and with that comes a mobile-focused mindset. We acknowledge that most statements are viewed on cell phones and tablets, which is why we configure our end design to be easily viewed and understood in that way. We also perform regular updates to ensure that our software always performs at its best.
While compensation and enterprise software is the DNA of our organization, we are also aware of the diverse landscape of industries that require thoughtful and robust system solutions. CompTrak was built by compensation experts, the same people that identified the need for a better way to manage carried interest in private equity. We will work with your team to ensure success, and look forward to the collaborative process that will allow your firm the advantage it needs to leverage more time doing what it does best.
Our clients require support beyond a national level. This is why we are a global entity, and capable of supporting your firm throughout all countries where you do business. Our system can be customized to meet regional governance and audit requirement concerns. It’s also configured to handle multiple currencies and languages, coupled with real-time FX rates. We ensure nothing slips through the cracks, as our carried interest software for private equity can do it all.
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