
Private Markets Workflow & Technology Survey


One or more dedicated systems (CRM, portfolio monitoring, etc.)

Which role best describes you?

Due diligence (data collection, memos, follow ups)

Capital call forecasting and liquidity management

Internal reporting (ICs, boards and stakeholders)

Document collectionand storage of documents

Relationship tracking and pipeline tracking (meeting notes, fundraise timelines, etc.)

Due diligence automation and standardization

Investment committee prep and related compliance

Liquidiate planning and cash flow forecasting

Identifying and prioritizing qualified LP prospects

Managing fundraising pipeline and relationship tracking

Tracking LP preferences and decision-making criteria

Coordinating across internal teams (investment, finance, legal, compliance)

Maintaining relationships between fundraises

Managing deal pipeline and tracking opportunities

Sourcing and relationship management (intermediaries, brokers, co-investors)

Collecting and organizing due diligence materials

Investment committee memo preparation and tracking decisions

Portfolio company data collection and monitoring

Managing multiple stakeholder relationships (management teams, advisors, co-investors)

Tracking value creation initiatives across portfolio

Exit pipeline management and buyer relationships

Consolidating data for fund reporting and board meetings

Document intake / parsing (CIMs, teasers, term sheets)

Relationship tracking (bankers, founders, LP-co investors)