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PEView

Surveys of accounting software users in both large and small companies have shown that “functionality” and “customization” create the highest level of user satisfaction.

The need for flexibility and customization is heightened in private equity firms because of complex fund structures and unique provisions in investment partnership agreements. Finding a flexible back-office accounting and reporting system with the right features and functionality that was not complicated to use or costly to implement and maintain has been challenging.

Designed as a private equity add-on to Microsoft Dynamics™ GP, PEView™ automates financial reporting, gross and net IRR analyses over multiple dimensions, investment commitments/reserves monitoring, partners’ capital accounting (including capital calls, distributions, and complex waterfall allocations), investment transaction recordkeeping, and many more private equity accounting and reporting processes. PEView’s unique design creates a single point of entry to a centralized, end user configured information repository. End user defined attributes may then be added to PEView’s extensive inventory of standard reports to easily create customized reporting in a familiar Microsoft Excel environment.

PE View Brochure

 
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Satisfied Clients

“Matt, we have not talked in awhile so I just wanted you to know that we are getting great support from Sarah Ziegler! She is responsive, knowledgeable, and a pleasure to work with. Just thought you should know!”

Brian Carrol,Controller
Vision Council of America