Private equity firms operate in a technology environment built for a different kind of business.
Management fees, carried interest, expense pass-throughs, and investor reporting don’t fit neatly into standard ERP configurations. Most firms end up managing these workflows across a combination of spreadsheets and disconnected tools that accumulated over time.
At Caravel, we work with private equity firms to implement and configure technology systems built to scale. We’ve built systems for emerging managers running a handful of funds and established firms managing complex multi-fund structures.
Through our many experiences, we’ve found that the strongest systems are the ones where the fund structure and reporting requirements were fully understood before configuration started.
Trusted by Private Equity Companies Like Yours
The Pressure Points PE Firms Face
PE firms manage complexity that standard systems don’t account for. Fund structures vary, fee arrangements differ, and the operational demands compound as the firm grows.
- Expense allocation and pass-through tracking: Capturing expenses and recharging Managing investor data, reporting obligations, and communication history across disconnected systems
- Portfolio company data integration: Connecting data from portfolio companies to the fund’s financial and operational systems
- Management fee billing: Calculating and reconciling fees across commitment and investment periods with offsets built in
- Carried interest calculations: Computing distributions that match fund documents across multiple fund structures
- Fund consolidation & close cycles: Produces consolidated reports across multiple funds without manual assembly
The Technology Partner Private Equity Firms Depend On
Advisory
Understanding your current technology environment, identifying where systems are creating friction, and mapping the path to an integrated operational infrastructure.
Implementation
Deploying and configuring the platforms that connect fund and entity structures, management fee billing, expense allocation, carried interest calculations, LP reporting, and portfolio system integrations into one coherent system.
Optimization
We close the gaps between what your current systems can do and what they're doing for you, through integrations, workflow automation, and reporting improvements that build value over time.
Ongoing Support
Continuous system administration, maintenance, and evolution so your team stays focused on managing funds, not the technology supporting it.
Start the conversation
Wherever you are – building, growing, or protecting what you’ve built – you need a team that gets it. Let’s start today.