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The Enterprise Solution

One integrated system for all phases of the investment cycle

Data Exchange is also available as part of an integrated software suite based on the Investran system for organizing, automating, and streamlining your private equity workflow.

The Enterprise Suite

Investran CRM

Investran Accounting

Data Exchange
  • Deal Pipeline
  • Portfolio Management
  • Investor Relations
  • Portfolio Accounting
  • Partnership Accounting
  • Reporting and Analysis
  • Fundraising
  • Portfolio Monitoring
  • Investor Relations
  • Buy and Sell Side Transactions

 

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Related Materials

Data Exchange Overview
Data Exchange_Overview.pdf  ( 994.7 KB )
Data Exchange for Fundraising
Data Exchange_Fundraising.pdf  ( 126.9 KB )
Data Exchange for Portfolio Monitoring
Data Exchange_Portfolio Monitoring.pdf  ( 127.9 KB )

Related Links

Investran
www.sungard.com/investran/learnmore
Private Equity International (PEI) Media
http://www.peimedia.com/