Private equity operations
Give deal administration a visible route.
We map the administrative workflows around opportunities, diligence, committee preparation and portfolio requests, so your deal team can see where everything stands without a Friday roundup.
Investment selection, diligence conclusions, valuation, committee decisions, transaction terms, fund management, asset management and capital raising stay with your authorised people and professional advisers.
What you keep asking
The questions a partner should not have to ask on a Thursday night.
It is Thursday evening. The committee pack for Monday is being assembled from six folders and two inboxes. The diligence tracker is a spreadsheet only one associate understands, and nobody is certain which portfolio requests are still open. Every item has an owner in someone's head.
Where is the committee pack?
It is being assembled from six folders and two inboxes by the one associate who knows where everything lives. When they are away, the pack is late.
What changes
One opportunity record carries the stage, the references and the open requests, so the pack is drawn from a record rather than from memory.
Which diligence requests are still open?
The tracker is a spreadsheet with one author. Requests are chased twice, or not at all, and the counterparty notices before you do.
What changes
Every request has a dated status, a named owner and a route for the ones that stall.
What did we agree to do after close?
The decision lives in a memo. The work it created lives in tasks, emails and heads, and the two drift apart within a month.
What changes
The recorded decision creates the post-close work, so what happens next stays attached to why.
What are the portfolio companies waiting on us for?
Requests move between the firm and portfolio teams by email. Nobody can list what is open, who has it or how long it has waited.
What changes
One queue with owners and ages, visible to a partner without a roundup.
What is underneath
Where deal administration fragments.
Each question comes back to an absence, not a missing tool. There are six: no named source record, no held status, no written authority, no outstanding-items list, no agreed definitions, no exception route. These are the places they open up here.
- Opportunity intake
- Source, ownership and stage are recorded differently across inboxes, spreadsheets and the deal system.
- Diligence administration
- Document requests are chased without one agreed checklist, next owner or exception route.
- Committee preparation
- Materials are assembled by hand because references, review state and approval ownership are not connected.
- Portfolio requests
- Requests move between the firm and portfolio teams with no current record of what is waiting or why.
- Post-close work
- Administrative work after a deal is separated from the decision history and what has to happen next.
Worked example
A deal-administration flow, step by step.
Worked example. The business, people and systems shown are fictional. The opportunity, portfolio company, roles, records and systems are invented.
- 01Opportunity recorded with the agreed intake fields
- 02Operating owner and decision authority named
- 03Diligence requests tracked with dated status
- 04Committee references assembled
- 05Decision recorded and the post-close work created
The operating layer
An operating layer, not a deal platform.
Commercial path. Free audit first, then a paid Blueprint, then only the deployment you agree. See how each layer is priced
What we configure
We connect the deal system, the data room, the document workspace and the reporting tools you already run, so one opportunity record carries its stage, its owner, its open diligence requests and its committee references.
The Blueprint confirms which of those systems, permissions and connections are in scope and what done looks like, before anything is built.
What stays with your firm
The decisions ScalePass never makes
Investment selection and advice, diligence conclusions, valuation, committee decisions, transaction terms, fund management, asset management and capital raising remain with the firm's authorised personnel and advisers. We build the route the paperwork takes, never the judgement.
Start
Bring us the flow that needs a Friday roundup.
Describe the records, owners and decision points involved and you get a written read of where it stalls. The audit does not require credentials, deal-room access or unnecessary investor, transaction or portfolio information.