Private Equity & Investment Operations

Portfolio monitoring and LP reporting — without the spreadsheet chase.

KPI variance flags, capital call routing, investor reporting completeness, deal due diligence status — every portfolio ops decision with a traceable record.

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PE ops teams manage reporting, capital calls, and portfolio monitoring across 10–30 companies at once. Parity flags variances and routes decisions automatically.

Flows

What Parity runs for your team

Each flow takes your inputs, applies the policy, and returns a decision with a complete evidence record.

Portfolio KPI Variance Flag

You provideReported KPIs, prior period actuals, variance thresholds, portfolio company

Parity returnsVariance flag, severity tier, IC escalation trigger, management action required

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LP Capital Call Routing

You provideCapital call amount, LP commitment, unfunded commitment, notice requirements

Parity returnsCall approved / insufficient commitment / notice deficient, wire instructions routing

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Investor Reporting Completeness Check

You provideReport type, required sections checklist, submission deadline, approver status

Parity returnsComplete / missing sections list / escalated, distribution hold flag

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Deal Due Diligence Status Routing

You provideDD workstream completion, open items list, IC deadline, advisor status

Parity returnsOn track / at risk / blocked, workstream escalation, IC readiness flag

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Deliverables

What Parity delivers for Private Equity & Investment Operations

Drop in your export. Get back a finished register, scorecard, or statement — in seconds.

The LP capital account statement, every LP gets one

Drop in a fund-admin export; get back each LP's capital account — unfunded commitment, DPI, RVPI, TVPI — rolled up by fund.

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Fund performance — MOIC, DPI, TVPI — for the IC and LPs

Drop in a fund-level export; get back MOIC, DPI, RVPI, and TVPI per fund, rolled up by vintage with the overall multiple.

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The portfolio value-creation dashboard for the board

Drop in a portfolio export; get back revenue growth, EBITDA margin, and EBITDA vs budget per company, rolled up by sector with the portfolio margin.

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Capital call & distribution notices, pro-rata for every LP

Drop in an LP roster with ownership % plus the event's total call and distribution; get back each LP's pro-rata call, distribution, and net cash flow, rolled up by fund.

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Pricing

What manual processing costs

Manual review

$2–4

per decision at $45/hr average — before errors, rework, and compliance risk

Parity

$0.50

per run at volume — with a complete evidence record on every one

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Evidence record on every decision

Every Parity flow produces a timestamped, shareable evidence record — inputs, outputs, decision rationale. Auditable by anyone, anytime.

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10 free runs. No credit card. No setup required.

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