Meet the 'G' in ESG for Private Equity with Fides
Manage your internal entities and investments in one place, ensuring that governance-related duties, deadlines, and processes are accurately and audit-proof documented.
As we’re adding 3-4 PortCos per year, we have an increasing and ever changing amount of groups of entities and boards to manage. With Fides we can send resolutions and meeting documents with a few clicks. Thereby we can collaborate with all PortCos very efficiently and feel DD-ready for a potential exit scenario.
Managing Partner @ Private Equity Fund
All information, documents, and deadlines for your HoldCos, AquiCos, SPVs, and PortCos in one place
Save time
Private equity funds manage numerous investments and must monitor them efficiently. With Fides, the portfolio management team receives valuable support in tracking information and documenting decisions, optimizing repetitive tasks and enhancing efficiency.
Improve collaboration
Fides enables asynchronous collaboration within and between shareholders, PortCos, advisory boards, and external consultants, leading to efficient and flexible coordination for decisions and signatures, regardless of time and location.
Create transparency
There is a continuous information symmetry between private equity and the management of PortCos, ensuring transparency regarding obligations and deadlines, which provides the best foundation for the next due diligence.
Private Equity Funds particularly appreciate these features of Fides
Central information management
All important data and changes of SPVs and PortCos standardized in a central system and accessible at any time.
Current organizational chart
Real-time access to the organizational chart with all entities, allowing filtering by specific criteria for KYC.
Secure data room
Access relevant documents at any time—organized, transparent, and readily available for the next due diligence.
Documented decision-making
Preparation, execution, and documentation of all board decisions with electronic signatures and an audit trail.
Corporate calendar & reminders
All duties and deadlines for each entity are visualized and accompanied by personalized reminders.
Workflows for multi-tier decisions
Automatically meet procedural requirements for resolutions through the logic embedded in Fides.
The Fides AI Transforms Family Office Operations
Imagine you could ask questions to your data and documents in Fides: The Fides AI assists with a variety of functions, enabling you to complete numerous tasks in seconds. Summarizing documents, changing tone to more formal, finishing your minutes and finding info that is buried in a 200 page contract.
Work Anywhere with the Fides Boards App
With the Fides Boards App, you always stay on top of things and have access to a wide range of features—both online and offline. This makes it easier for stakeholders who are frequently on the go to access information and provide necessary approvals and signatures anytime.
