Tracks every deal and asset in one place
One record per opportunity, carried across all ten lifecycle stages, with documents, decisions, valuations and performance attached to it.
Platform Investment Process Lifecycle Management
One unified platform, from first conversation to final exit
DEALWISE is a centralised system that helps institutional investment teams move faster and smarter by turning deal and asset chaos into a single, trusted source of truth.
Built for private equity, private debt, real estate, infrastructure and fund investment teams.
465 dealsTRACKED SINCE INCEPTION
100% audit trailDECISIONS · APPROVALS · CHANGES
Designed around the standards institutional investors are held to
The value proposition
Turning deal and asset chaos into a single, trusted source of truth
Without an integrated deal and asset management system, institutional investors face structural limitations in transparency, control, scalability and risk management.
Eliminates manual reporting and data inconsistency
Board packs, LP reports and regulator submissions are generated from live data, so every number reconciles across every output.
Improves decision-making with real-time visibility
Senior management sees pipeline health, exposure, covenant status and risk ratings as they change, without waiting for the quarter-end pack.
Reduces operational risk and missed opportunities
Structured workflows, delegated authority and immutable audit logs replace inbox approvals and personal spreadsheets.
By the numbers
What an integrated operating model looks like
Indicative figures from a DEALWISE reference deployment across two portfolios.
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Deals tracked
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Deal size under management
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Lifecycle stages covered
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Decisions with an audit trail
End-to-end deal flow
A built-in institutional lifecycle, customisable to your authority matrix
DEALWISE ships with an ideal deal flow; it can be customised based on your organisation's Delegation of Authority and portfolio needs.
01
Under Review
Opportunity registered with sponsor, source, indicative size and a unique deal code. Screening criteria applied.
02
Preliminary Analysis
First-pass commercial, sector and country assessment. Early risk flags, indicative probability and go / no-go recommendation.
03
IC Review
Investment Committee paper assembled from live data. Decision, conditions and rationale recorded against the deal.
04
Due Diligence
Workstreams for commercial, financial, legal, tax, technical and ESG. Findings, severity and remediation tracked to closure.
05
Valuation & Pricing
Multiple methods, scenario and sensitivity analysis, entry pricing and target IRR captured with full working papers.
06
Deal Structuring
SPV design, instrument mix, shareholder rights, conditions precedent and covenant package defined.
07
Transaction Execution
Signing, conditions precedent clearance, funds flow, completion accounts and post-completion obligations.
08
Asset Management
Financial and operational performance, covenant monitoring, board reporting, valuations and risk ratings on a live cadence.
09
Divestment
Exit readiness, buyer engagement, transaction workstreams and proceeds tracking against the original underwriting case.
10
Exited
Realised returns, full deal history and lessons learned retained permanently as institutional memory.
Features at a glance
Everything the investment office needs, in one platform
Private Market Investment Process Lifecycle
Covers the end-to-end journey, from origination, assessment, IC review, diligence, valuation, structuring and execution through to asset management, divestment and exit, in one continuous record.
Built-in Roles and Responsibility Controls
Ten institutional teams modelled out of the box, with role-based permissions, delegations and a configurable Delegation of Authority matrix.
Seamless Integration with Other Systems
Treasury, accounting and cash management, auditing and GRC solutions, and cybersecurity tooling, connected through secure APIs, scheduled jobs and webhooks.
Centralised Documentation with Advanced Search
Every term sheet, IC paper, SPA, valuation model and board pack in one taxonomy, versioned, permissioned and searchable across the whole portfolio.
Asset Reporting with Audit Logs
Financial, operational and risk reporting produced from live data, with an immutable audit log recording who changed what, when and why.
Customisable to Your Organisation
The built-in ideal deal flow can be reshaped around your own Delegation of Authority, portfolio structures, stage gates and approval thresholds.
Portfolio & deal management
The deal register your investment committee can actually trust
Every opportunity carries a unique deal code, a registered date, an owner and a probability, and moves through stage gates that reflect your own governance rules.
- Stage-tabbed pipeline with counts, including rejected and missed opportunities
- Deal profile, deal team, structure, documents and history in one file
- Drag-ordered priorities and saved views per team and per portfolio
- Full-text search across every document in the portfolio
Modules
Four module families on one DEALWISE Foundation
All organised around Portfolios, so a private equity direct book, a funds programme, real estate and infrastructure can run side by side under a common governance model.
Portfolio & Deal Management
- Opportunity Registration
- Deal Flow Management
- Documentation & Reporting
- Governance, Risk & Compliance
- Audit and History
Reporting & Performance Monitoring
- Financial Performance Management
- Risk Management
- Valuations Management
- Operational Performance
- Covenant & Condition Tracking
Business Process Automations
- Investment Committee Request & Approval
- Investment Transaction Requests & Processing
- Engagement Request & Approval
- Configurable Approval Routing
Organization Administration
- Portfolio and its Configurations
- Governance, Risk and Compliance Configurations
- Global Masters Management
- Users and Role Management
- Intelligent Processing of Records and Reporting
Portfolios
DEALWISE Foundation
The problem we solve
As private market allocations grow, manual processes become a constraint
A constraint on performance, governance and institutional resilience. These are the limitations investment offices tell us about most often.
1
Fragmented deal information across emails, Excel files and teams
2
Limited visibility for senior management into pipeline health and progress
3
High dependency on individuals to track deal history and rationale
4
Limited audit trail of decisions, approvals and changes
5
Knowledge loss when team members leave
6
Challenges in supporting audit and regulator reviews
7
Time-consuming report production cycles
8
Inconsistent data across reports
Roles and responsibilities
Ten institutional teams, one system of record
Built-in, role-based controls mean each team sees exactly what its mandate requires, and the handover between teams runs as a tracked workflow.
Deal Origination Team
Responsible for sourcing and generating potential investment opportunities.
Due Diligence Team
Conducts in-depth analysis to evaluate the viability and risks associated with the investment.
Investment Committee
The decision-making body that approves or rejects investment opportunities.
Valuation and Structuring Team
Determines the value of the investment and structures the deal terms.
Transaction Execution Team
Executes the final investment transaction.
SPV Management Team
Manages the SPV used for the investment to isolate risks and manage assets.
Governance by design
Aligned to the frameworks you are measured against
DEALWISE is designed around ILPA Principles, the PMI framework, COSO, ISO 31000 and ISO 27001, so evidence for internal audit, external audit and the regulator can be produced as a standard report.
- Immutable audit log of decisions, approvals and changes
- Delegation of Authority matrix with thresholds and escalation
- Document version history with permissioned access
- SSO, MFA and granular role-based permissions
Frequently asked
Questions investment offices ask us first
Can DEALWISE follow our own deal flow rather than a standard one?
Yes. DEALWISE has a built-in ideal deal flow, however it can be customised based on your organisation's Delegation of Authority and portfolio needs. Stage names, gate criteria, mandatory evidence, approval thresholds and escalation paths are all configurable.
Which asset classes does the platform support?
Private equity direct investments, private equity funds, private debt, real estate and infrastructure. Each is configured as its own portfolio with its own stages, masters and reporting pack, while rolling up into a single institutional view.
How does DEALWISE integrate with our finance systems?
Through secure REST APIs, scheduled data jobs and event webhooks. Standard integration patterns cover treasury, accounting and cash management systems, auditing and GRC solutions, and cybersecurity tooling.
What happens to the knowledge we already hold in spreadsheets?
Historic pipeline, valuations, documents and decision records are migrated during implementation, so the platform starts with your existing institutional memory in place.
Ready to replace the spreadsheet operating model?
See DEALWISE configured to your own delegation of authority, portfolios and reporting pack. A guided walkthrough takes 45 minutes.