Investran Private Equity Software

In today’s highly competitive market, private equity firms must not only deliver superior returns, but also meet the more stringent reporting and due diligence demands of investors and regulators. Their overarching challenge is one of data management, making investment in information systems and automated data processes a prerequisite for operational efficiency, compliance and competitive advantage. SunGard’s Investran private equity software suite can help firms transform disparate data into valuable, intelligent information and, as a result, manage their businesses more effectively.

Investran is an integrated private equity software suite that automates front-, middle- and back-office processes for private equity firms, including general partners, limited partners, service providers, fund of funds and family offices. Covering the entire investment life cycle, Investran offers accounting, relationship management and partnership accounting functionality.

To satisfy data-hungry investors and regulators, Investran helps transform data into intelligence, enabling firms to increase operational efficiency, enhance reporting and improve performance. Available as separate components or a fully integrated suite, the solution can be installed on-site or hosted by SunGard on a software as a service basis.

  • Delivers on-demand financial and performance reporting
  • Features an intuitive report builder to customize your own reports
  • Enhances the user experience and increases productivity by controlling how data is viewed, captured and reported
  • Automates accounting processes, including waterfall and management fee calculations
  • Allows you to apply pre-populated templates for recurring accounting or economic events
  • Helps manage data to create quarterly packages, annual reports and ad hoc queries
  • Enables you to produce financial and capital account statements and trial balances, and distribute investor statements and performance reports online
  • Lets you monitor companies and track key performance indicators
  • Acts as a single source of truth for all key private equity processes and connecting front-, middle- and back-office operations
  • Enables quick responses to investor enquiries
  • Displays full investment, investor or fund histories at a glance, including meetings, notes, emails, documents, account transactions and relationships
  • Tracks fundraising and pipeline management
  • Tracks fund, investor or share class liquidity and fee terms
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