Private Equity & Investment
Technology that sharpens your edge in deal-making
We build the systems investment firms run on: portfolio analytics, diligence automation, fund reporting, and LP portals. Deals move faster, and value shows up sooner.
Real-time
Portfolio visibility
Dashboards across all portfolio company KPIs
AI
Diligence automation
Document analysis and financial extraction at speed
SOC 2
Institutional security
Aligned practices with full audit trails
25+
Years of expertise
Enterprise software for portfolio value creation
What we build
From deal screen to exit
Portfolio analytics and monitoring
Real-time dashboards that pull financial and operational KPIs from every portfolio company into one view.
Due diligence automation
Structured diligence workflows with AI document analysis, automated financial extraction, and risk flagging.
Deal flow and pipeline management
Track sourcing channels, score opportunities against your criteria, and keep relationship histories current.
Fund accounting and financial reporting
Automated NAV calculations, waterfall distributions, management fees, and multi-fund consolidated reporting.
Investor portals and LP reporting
Secure self-service portals where LPs access performance reports, capital statements, K-1s, and notices.
Compliance and regulatory reporting
Automated SEC, Form PF, and ADV reporting with audit-ready documentation and compliance calendars.
Portfolio company ERP implementation
Dynamics 365 and enterprise systems for portfolio companies: financial visibility and room to grow.
Valuation and financial modeling
Custom valuation tools and scenario analysis that connect to portfolio data for real-time mark-to-market.
Data room and document management
Secure virtual data rooms with granular access controls, watermarking, activity tracking, and Q&A workflows.
Integration and data consolidation
Portfolio systems, accounting platforms, and market data feeds connected into unified pipelines for reporting.
Benchmarking and performance attribution
Fund performance against benchmarks, attribution by sector, vintage, and strategy, and LP-ready reports.
AI-powered investment intelligence
AI for deal screening, market landscape analysis, target identification, and automated financial analysis.
Who we work with
Types of investors we serve
Different investment strategies have different technology needs, from high-volume VC deal flow to multi-asset family office reporting.
Private Equity Firms
Portfolio monitoring, deal management, and LP reporting
Venture Capital Firms
High-volume deal flow, cap table integration, and portfolio tracking
Family Offices
Multi-asset dashboards, consolidated reporting, and wealth management
M&A Advisory Firms
Deal pipeline management, data room orchestration, and transaction analytics
Real Estate Investment
Property portfolio analytics, asset valuation, and investor reporting
Fund Administrators
NAV automation, investor servicing, and multi-fund accounting
Proven results
Private equity case studies
Enterprise platforms and long-run engineering for investors and the companies they own.
Common questions about investment technology
What technology solutions does Aedista build for private equity firms?
We build portfolio analytics and monitoring dashboards, due diligence automation, deal flow management, fund accounting and reporting, investor portals, compliance reporting, portfolio company ERP, valuation tools, data rooms, and AI investment intelligence.
How can technology improve the due diligence process for PE firms?
It automates document collection through structured data rooms, uses AI to extract financials and flag anomalies, standardizes checklists, and enables real-time collaboration. Firms typically cut diligence timelines by 30 to 50 percent while improving thoroughness.
Can you build investor portals for LP reporting and communication?
Yes. We build secure LP portals with self-service access to performance reports, capital account statements, K-1s, distribution notices, and fund documents, with role-based access, commitment tracking, and secure GP-LP messaging.
How does Aedista help portfolio companies with technology?
We work directly with portfolio companies on ERP implementations, eCommerce builds, system integrations, and data platforms for management and sponsor visibility, including D365 Finance and a 5-brand eCommerce platform for Fechheimer Brothers, a Berkshire Hathaway company.
What security standards do your PE technology solutions meet?
Our solutions include end-to-end encryption, multi-factor authentication and role-based access, comprehensive audit trails, IP whitelisting and session management, SOC 2-aligned practices, and watermarking and access expiration on sensitive deal documents.
Can AI help with deal sourcing and investment analysis?
Yes. AI can scan market data and filings to identify targets matching your thesis, predict valuation ranges from historical deals, automate financial statement extraction, and generate market landscape reports, built on your proprietary data and criteria.
How long does it take to build a portfolio monitoring dashboard?
A focused initial version covering financial metrics typically takes 2 to 4 months; a comprehensive platform with operational KPIs, benchmarking, and automated data collection takes 4 to 8 months, delivered iteratively.
Do you work with venture capital firms and family offices as well?
Yes. We build deal flow management for VC firms, multi-asset dashboards for family offices, and fund administration tools for smaller firms needing institutional-grade reporting, scaled to each firm's size and complexity.
