PE portfolio intelligence, from acquisition through exit
Read the data room, structure the deal, and monitor the portfolio with the same workflow from close to exit.
Built for the PE seat
The platform extracts financials, structures deal data, and tracks portfolio performance using the workflow and vocabulary your firm already uses.
Synergy tracking
Track the synergies you underwrote against what the portfolio company actually delivers, deal by deal.
EBITDA bridge writebacks
Push adjustments back into the EBITDA bridge so the model and reported numbers stay aligned.
Exit scenario modeling
Model exits across holding periods and multiples to see where value comes from before you decide.
Add-on pipeline
Run the add-on pipeline for each platform company from sourcing through close, in one place.
Diligence that follows the deal
The same workflow that parsed the acquisition data room keeps powering monitoring after close.
Portfolio monitoring
See signals and risk across the portfolio on a live feed, long after the deal is done.
Why PE runs on DealNexa
PE firms operate under pressure. The platform gives you structure and visibility across complex pipelines and LP reporting, purpose-built for the PE seat.
- Increase deal throughput with structured processes
- Build LP confidence with transparent reporting
- Speed up decisions with live deal data
- Evaluate every deal on the same framework
- See the whole portfolio in one view
How PE teams work on DealNexa
A deal starts in the data room. DealNexa reads the seller documents, pulls the financials, and structures them into deal data your team can query, so the numbers you diligence are the same numbers you carry into the model.
After close, the workflow keeps running. Synergies you underwrote get tracked against what each portfolio company actually delivers. EBITDA bridge adjustments write back so the model and the reported numbers stay aligned, and the add-on pipeline for every platform company lives in one place instead of scattered across spreadsheets and inboxes.
When it is time to exit, you model holding periods and multiples to see where value comes from before you commit. LP reporting draws from the same live data your deal team already works in, so partners see a consistent picture from acquisition through exit.
The private equity platform connects to the tools your firm already runs through our integrations, and shares its foundation with the corporate development and capital raising platforms. See how the whole product fits together.
See the platform built for your firm
Tell us how your firm works and we will show you the DealNexa platform built for it.