Private Equity Technology

Seamlessly track ownership and values in complex private equity structures
Built by PE professionals, for PE professionals

Private Equity Technology

Trusted by the private equity industry

TRUSTED BY LEADING FIRMS
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What you can use Dealstack for

Managing Teams
Automate all workflows related to employee equity transactions and communications
Key features
Legal document automation
E-signature solutions
KYC & investor onboarding
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Tracking Ownership
Process transactions across your entire holding structure quickly and with full auditability
Key features
Automated group structure charts
Full transaction history
Document library
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Calculating Values
Live, automated, and fully auditable calculation of the value of instruments throughout the holding structure.
Key features
Automated waterfalls
Fully auditable
Scenario modelling
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Collaboration

Complex tasks often require input from various people. Dealstack puts all the relevant information right at your fingertips so you can access it whenever you want. No more waiting around for people to respond.

Automation

Spend more time thinking, not doing. Automated workflows let you process large amounts of data, documents and actions with precision, in a few clicks.

Transparency

Data is only useful if you can trust where it comes from. We offer a full audit history of all transactions whenever you need it.

Engagement

We believe in the power of people pulling together. Putting in place the right incentives and helping each individual understand how they can impact the financial outcomes has the power to change behaviours and company performance at its core. Dealstack’s employee portal helps you do exactly this.

Suitable for all transactions and deal stages

At entry
Create and maintain an accurate record of ownership from day 1
Key features
Digital investor onboarding
Automated legal documents
Customisable KYC collection
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During the holding period
Process joiners, leavers, additional allocations, and communications in a few clicks
Key features
Up-to-date ownership data
Real-time visibility
Vesting schedules
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For exit
Streamline exit workflows and be exit-ready, without disturbing management
Key features
Automated POAs
Bank detail collection
Clean data for funds flow
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Security Certificates and Standards

Dealstack is built to the highest security standards. We are regularly audited by expert, independent third parties, so your data is always safe.

Find out more in our Trust Center

Let us show you more

Schedule a demo today to see the platform in action