A single source of truth
Tracks every deal and asset in one place, so the pipeline, the deal file and the asset record are the same record at different points in its life.
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One platform for the entire private market investment lifecycle
DEALWISE provides a centralised system that helps teams move faster and smarter by turning deal and asset chaos into a single, trusted source of truth.
Our vision
From first conversation to final exit
Private market allocations have grown faster than the operating models built to support them. Deal teams still assemble the truth from inboxes, network drives and workbooks; senior management still waits weeks for a view that is already out of date; and the reasoning behind a decision still lives in the memory of whoever was in the room.
DEALWISE was designed to close that gap. It holds the whole investment process, from origination, assessment, committee decision, diligence, valuation, structuring and execution through to asset management and exit, as one continuous, evidenced record.
We provide a centralized system that helps teams to move faster and smarter by turning deal and asset chaos into a single, trusted source of truth.
Value proposition
Four outcomes institutional investors buy DEALWISE for
Reporting without reconciliation
Eliminates manual reporting and data inconsistency by generating every output from the same live data set.
Real-time decision support
Improves decision-making with live visibility of pipeline health, exposure, covenant status, valuations and risk.
Lower operational risk
Reduces operational risk and missed opportunities through structured workflow, delegated authority and complete audit history.
How it works
Four layers, one architecture
Modules sit on the DEALWISE Foundation and are organised around Portfolios, so multiple asset classes run side by side under a common governance model.
1 · Configure the institution
Portfolios, legal entities, business units, currencies, sectors, countries, document taxonomy, numbering series and the Delegation of Authority matrix are set up by your own administrators.
2 · Register and progress opportunities
Deals enter the register with a unique code and move through configurable stage gates, each with its required evidence, approvals and owners.
3 · Automate the decisions
Investment Committee papers, transaction requests and engagement approvals are routed by authority thresholds with SLA tracking and escalation.
4 · Manage the asset
Once executed, the same record carries financial and operational performance, valuations, covenants, risk ratings and asset updates through to divestment.
5 · Report and evidence
Board, LP, audit and regulator reporting is produced from live data with an immutable log behind every figure, and it is retained after exit as institutional memory.
Designed for
Institutions running capital across private markets
Sovereign & pension funds
Multi-asset-class programmes with strict governance, board reporting cycles and regulator scrutiny.
Investment companies & family offices
Direct investing teams that need institutional discipline without institutional headcount.
Fund of funds & LP programmes
Commitment pacing, capital calls, distributions and GP reporting consolidated in one register.
Development & infrastructure funds
Long-dated assets with covenant packages, milestone conditions and heavy documentation requirements.
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.