INDUSTRIES: PRIVATE EQUITY AND BUYOUT FIRMS

Technology built around how PE firms actually work.

Deal flow, portfolio monitoring, IC workflows, and LP reporting. We configure your private equity CRM and critical platforms around how your firm actually operates.

3,900+

Projects delivered

All Strategies

Buyout, growth, sector-focused

All Sizes

Growth-stage to global enterprise

Where We See Firms Struggle with Technology

We have seen these patterns. Here is how we solve them.

01

Deal Data Scattered across Too Many Systems

Pipeline in spreadsheets. Portfolio KPIs in email threads. LP contacts in a legacy system. Your team spends hours reconciling data instead of focusing on deals.

We consolidate into a single configured platform with real-time data.

02

Generic Configuration that Does Not Match How you Work

Out-of-the-box setups are built for the average firm. PE deal workflows, IC approval processes, and portfolio monitoring requirements are not average.

We configure around your actual workflows and firm structure.

03

Data Providers Disconnected from your Deal Workflow

Your team searches multiple systems to qualify a single company. The data exists — it just is not connected where your team actually works.

We integrate your data stack natively into your deal objects.

04

Adoption Stalls after Go-live

The platform is live but adoption is inconsistent. No one owns it day-to-day. Reporting is unreliable. Change management is not optional.

We build adoption programs alongside every implementation.

Having worked with PE firms across every stage and strategy, we know exactly where technology creates friction and where the right configuration eliminates it.

How Monarch Helps

Technology configured for your workflows

CRM & Deal Flow

Custom opportunity objects, sourcing tracking, deal stage automation, and IC memo workflows built for how your deal team moves deals forward.

Portfolio Monitoring

KPI dashboards, board reporting templates, and performance tracking configured to your fund structure and reporting cadence.

LP Relations & IR

Investor communications, capital call tracking, distribution reporting, and LP portals implemented for your investor base.

Relationship Integrations

External data providers connected natively into your deal workflow — inside your deal objects where your team actually works.

Business Process & Adoption

We configure the software and help your team adopt it. Workflow redesign, role-specific training, and programs that drive real utilization.

Platform Advisory

Not sure if your current platform is the right fit long-term? We help firms evaluate their technology stack before committing to a rebuild.

A few of the platforms we deliver

What Our Clients Say

Don’t take our word for it, take theirs.

"They are exceptional. They produced outstanding and customized results for my firm where their work will have an immediate impact on the way that we operate as a team. They really listened to the client (me!) and were able to incorporate my feedback, understand my goals, and execute."

“The implementation team worked with us to ensure we had the best possible platform.”

"We could not have asked for better implementation support!"

Datasheet

Monarch implements
80+ workflows, integrations, and customizations.

See what’s possible.