• Private Equity Pipe - Dashboard
  • Private Equity Pipe - Grid
  • Private Equity Pipe - Kanban
  • Private Equity Pipe - Calendar
  • Private Equity Pipe - Manage
  • Private Equity Pipe - Settings
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Private Equity Pipe

Private Equity Pipe

Closing Success

$49.99 CAD
$49.99 CAD
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Closing Success

Deal Pipeline

Fund Analytics

Monitor total capital deployed, active pipeline value, portfolio diversification, and exit readiness from a single dashboard.

Portfolio Management

Track ownership stakes, revenue, and EBITDA across every portfolio company with detailed financial metrics at a glance.

Fund Deployment

Set capital deployment targets and track progress against fund commitments with visual budget tracking widgets.

Sector Allocation

Classify every investment by sector and monitor portfolio diversification across tech, healthcare, energy, and more.

Partner Directory

Maintain a centralized directory of investment partners, deal leads, and their roles across the firm.

Stage Workflow

Customizable deal stages that match your firm's investment process from sourcing through portfolio stewardship.

Close Calendar

Track target close dates and monitor upcoming deal milestones with a monthly calendar view.

Exit Planning

Log exit dates and track portfolio company exit readiness to optimize hold periods and return timing.

Deal Sourcing

Track deal provenance with source attribution so your team knows which channels generate the best opportunities.

Financial Metrics

Track equity investment amounts, revenue figures, EBITDA multiples, and ownership percentages per company.

Cloud Sync

Auto-sync your deal pipeline across devices so your team always has access to the latest portfolio data.

Deal Notes

Document investment memos, IC notes, and due diligence findings with formatted rich text for each portfolio company.

Smart Filtering

Filter deals by stage, sector, partner, source, or priority to quickly surface the opportunities that matter most.

Ready to go in 3 steps

Step 01

Create Account

Set up your secure profile to begin managing your workspace.

Step 02

Activate App

Use your Order Number to unlock full access to your new system.

Step 03

Start Tracking

Ditch the paper scraps and start managing like a pro.

Product Details

What’s Included
Private equity professionals manage billions in assets across complex deal pipelines, yet most rely on spreadsheets that fracture across teams and fail to provide real-time portfolio visibility. Private Equity Pipe is a purpose-built deal workspace for GPs, investment associates, and fund operators who need to track every acquisition from initial sourcing through due diligence, closing, and ongoing portfolio management. Monitor fund deployment against capital commitments, track ownership stakes and EBITDA multiples across every portfolio company, and visualize your entire pipeline with an intuitive Kanban board that maps your firm's exact investment process. The Dashboard aggregates critical fund-level metrics: total deployed capital, active pipeline value, portfolio company count by sector, and exit readiness indicators. Manage investment partners and deal sources in a centralized directory so every team member knows who sourced each opportunity. Whether you are deploying a growth fund, executing a buyout strategy, or managing a diversified portfolio, Private Equity Pipe brings institutional-grade pipeline clarity to your firm without requiring a multi-million dollar software investment.
How You Get It

Secure Account Access. You will receive a unique setup link via email immediately after purchase. Simply follow the link to create your account and activate your workspace using your Order Number.

Your access is tied to your email, allowing you to log in from any device without needing to download or manage files.

Everything you need to know.

Do I need to pay a monthly fee?
No. Your purchase includes a full 1-year subscription with a single upfront payment. We don't believe in surprise monthly bills or "subscription creep."
What devices can I use this on?
Anything with a browser. Our systems are fully responsive and optimized for iPhone, Android, tablets, and desktops. Your data stays in sync across all devices automatically.
Can I track different parts of my life at once?
Yes. You can create up to 3 separate "Workspaces" within your account. Each acts as its own private environment—perfect for keeping business, home, and personal data independent.
Can I share my workspace with others?
Yes. Easily invite crew or family with real-time syncing. Set permissions: Admins (full control), Members (edit data), or Viewers (read-only).
I'm not "tech-savvy"—is it hard to set up?
It’s built for speed. We skip enterprise bloat. You’ll receive a 5-minute video walkthrough showing exactly how to start tracking immediately. If you can use a smartphone, you can use this.
What happens to my data?
You are in control. Information is stored securely and accessible only by you. You can also choose to keep your data stored locally on your own device for a completely offline experience.
What happens after my 1-year access ends?
You choose your next step. We will reach out with a simple option to renew your access for another year. You’ll never be auto-charged; you decide if you want to keep going.

Still not sure? Try it first.

Take the system for a test drive. Start your 7-day free trial today and see how much time you save. No credit card required, no risk, no strings attached.

Start your 7-day free trial Full access. No setup fees.
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