Deal Activity Transparency

One of the greatest challenges for private market investors deploying capital quickly and efficiently. But when data sits in disparate systems, such as a customer relationship system (CRM), spreadsheets, email, PDFs and external market data sources, deal managers often lack the insights necessary to make investments in a timely way.

With Charles River for Private Markets, the Deal Management team has all of this data available for making well-informed decisions about new investments. The cloud-based solution consolidates data from spreadsheets, point solutions, fund administrators, and CRMs to give all teams access to a single source of truth for private markets investment data. It enables accretion and dilution analysis across the investment portfolio and provides seamless data transport from pre- to post-investment with total workflow transparency.