SolutionsPrivate Equity

Run every deal. See the whole fund.

Source against your thesis, run diligence and integration on every deal, and see value creation, actuals and exposure by fund and across the firm.

See the portfolio the way your firm works.

Sherpa knows which fund each company sits in and how much of it you own, so every deal's numbers count toward the right fund.

Look at one deal and you see the deal. Look at the fund and you see all of them.

Henry reads the whole portfolio and tells you where the next dollar should go.

Every initiative shows its target, its cost and what it actually delivered, checked against ERP actuals.

When fund reporting comes around, the value creation story is already written.

Warren watches the numbers with each deal's CFO and flags what's behind plan.

Each new deal starts from the plans and checklists your last deal improved, so the process stays the same across the portfolio.

Your deal teams stay walled off from each other. The firm keeps learning.

Each deal also gets an agent who knows the target's industry.

What you'll use

Everything else in Sherpa is there when the deal needs it.