PFA Solutions

PFA Solutions:

PFA Solutions, with the slogan "Carried Interest Management and Fund Analytics Software for Private Capital Firms," is a software provider catering to the alternative investment industry. Established in 2013 and headquartered in the United States, the company received its last investment of $2.00M in debt financing from Cypress Growth Capital on 26 June 2023.

The flagship offering, FirmView®, is a specialized software suite utilized by prominent private capital firms across various sectors such as Private Equity, Venture Capital, Real Estate, Infrastructure, Energy, Credit, and Alternative Investment Fund Administrators.

The product line includes FirmView Carry & Compensation, a comprehensive solution designed for managing allocations, forecasting, reporting, and full compensation, enabling enhanced management and employee reporting. It addresses the complexities and variations across carry and compensation programs, effectively replacing the use of spreadsheets to minimize the risks of miscalculation.

Furthermore, FirmView Performance serves as an interactive analytics platform offering access to fund, investor, and investment data. The platform gathers information from accounting data sources, supplemented with investment, CRM, and market data, providing management and investor relations dashboards, analytics, and reporting.

Notably, the platform is utilized by Fund Administrators to enhance service delivery to their customers, encompassing sub-modules such as a configurable LP Portal for investor documents and portfolio company financials, and KPI analytics for fund manager portfolio company reporting.

In summary, PFA Solutions offers a tailored suite of software solutions designed to streamline and optimize critical areas of Private Capital firms' operations, providing them with a golden source of truth for sensitive financial data and empowering enhanced reporting and analytics capabilities.