Equity Investment Business Management System

PEPM private equity investment management software is an integrated investment management software designed for private equity investment institutions.

Version Comparison

Simple Version

Easy To Use And Efficient Management:


Project data management

Project Document Management

Project progress, notes, task management

Financial data management

Project income forecast

Contact management

Project rights management


Applicable Customers:


Small investment institutions (VC, PE) Investment banks, legal or financial intermediaries.

Standard Version

Contains [Lite Version] Features, And:


Fund management

Transaction management

LP portal


Applicable customers:


This version is suitable for medium PE and VC institutions that manage multiple funds.

Highest Version

Contains [Standard Edition] Functions, And:


Public opinion monitoring

Fundraising Management

Travel Reimbursement Management

Online real-time communication platform


Applicable customers:


This version is suitable for equity investment institutions that manage multiple funds and have a large number of companies in their portfolios.

How To Become Efficient And Accurate Management Software?

Project data management


Project Document Management


Project progress, notes, task management


Financial data management


Project income forecast


Contact management


Project rights management


Fund income


Fund cash flow management


Portfolio management


Fund analysis function


Contact management


Fund authority management


Transaction data management


Transaction Document Management


Transaction progress, notes, task management


Financial data management


LP document management


LP communication progress, memo, task management


LP earnings forecast


Contact management


LP Rights Management


Affection monitoring


Fundraising Management


Travel Reimbursement Management


Online real-time communication platform