{"id":30196,"date":"2021-06-20T07:41:43","date_gmt":"2021-06-20T05:41:43","guid":{"rendered":"https:\/\/www.investglass.com\/?page_id=30196"},"modified":"2024-05-11T14:02:03","modified_gmt":"2024-05-11T12:02:03","slug":"gerenciamento-de-portfolio-para-private-equity","status":"publish","type":"page","link":"https:\/\/www.investglass.com\/pt\/portfolio-management-for-private-equity\/","title":{"rendered":"Gerenciamento de portf\u00f3lio para private equity"},"content":{"rendered":"<h1>#1 Portfolio Management for <em>Private Equity<\/em> hosted in Switzerland<\/h1>\n<div>InvestGlass helps you build your private equity and crowdfunding platform. InvestGlass is the only CRM and portfolio management built for modern private equity firms and hosted in Switzerland.<\/div>\n<ul>\n<li>\n        <a href=\"\/get-started-free\/\">Start for Free<\/a>\n    <\/li>\n<li>\n        <a href=\"\/investglass-pricing\">See Plans<\/a>\n    <\/li>\n<\/ul>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-28.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-24.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-30.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-25.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-29.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/CleanShot-2024-05-11-at-13.57.57@2x.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/feature-automation-floating-icon.svg\" alt=\"\"><\/p>\n<h3>\n<h2>Private Equity Stakeholders meet in a branded PE portal<\/h2>\n<\/h3>\n<div>\n<p>InvestGlass community tool will help you collect two distinct sets of stakeholders the General Partner (GP) and Limited Partners (LP).<\/p>\n<\/p><\/div>\n<p>\n    <a href=\"\/get-started-free\/\">See More Features<\/a>\n<\/p>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-LeadCapture-2024.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/feature-ci-cd-floating-icon.svg\" alt=\"\"><\/p>\n<h3>\n<h2>Private equity firms onboarding<\/h2>\n<\/h3>\n<div>\n<p>InvestGlass digital forms will facilitate that collection, as well as name, check off your LPs and GPs. InvestGlass is connected to multiple anti-money-laundering tools to perform due diligence on companies working with you. You will leverage your network to back-channel your next big deal with confidence.<\/p>\n<p>No programming is needed to create a <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/digital-onboarding\/\" target=\"_blank\"  rel=\"noopener\" title=\"digital onboarding\" data-wpil-keyword-link=\"linked\"  data-wpil-monitor-id=\"1548\">digital onboarding<\/a> form. Digital on boarding form will facilitate managers\u2019 day-to-day operations as your contact will help you collect corporate information and store it directly into your InvestGlass CRM.<\/p>\n<\/div>\n<p>\n    <a href=\"\/get-started-free\/\">See More Features<\/a>\n<\/p>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-Portfolio-2024.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/feature-infrastructure-floating-icon.svg\" alt=\"\"><\/p>\n<h3>Strong PMS for PE<\/h3>\n<div>\n<p>InvestGlass portfolio management tool will help private equity firm in their reporting: cash flow management,<span>\u00a0<\/span><span>TVPI (Total Value to Paid In), \u00a0internal rate of return (IRR), public companies reporting, cash flows, stock market benchmark, residual value, ESG significant impact, acquisition history, debt financing impact, portfolio strategy benchmark and more.\u00a0<\/span><\/p>\n<\/div>\n<p>\n    <a href=\"\/get-started-free\/\">See More Features<\/a>\n<\/p>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-Pipeline-2024.png\" alt=\"people walking on street near buildings during daytime\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/feature-security-floating-icon.svg\" alt=\"\"><\/p>\n<h3>The Swiss-hosted CRM<\/h3>\n<div>\n<p>All personal data are stored on Swiss servers in Geneva and Lausanne. All the data of portfolio companies are stored with a server and software that is not submitted under the Cloud ACT 2018. Vast majority CRM in PE industry are not US-based independent.<\/p>\n<p>InvestGlass offers a full CRM which will prevent crossing wires. Deals ownership is always linked to a manager. This will improve the performance of your PE firm. InvestGlass helps you manage new private equity deal thanks to a clear deal pipeline with smart lists and pipeline board view.<\/p>\n<p>You\u2019re in control of your privacy thanks to Investglass CRM record permissioning.<\/p>\n<\/p>\n<\/div>\n<p>\n    <a href=\"\/get-started-free\/\">See More Features<\/a>\n<\/p>\n<p><!--more--><br \/>\n<!-- {\"name\":\"Default CRM page SOE\",\"type\":\"layout\",\"children\":[{\"type\":\"section\",\"props\":{\"animation\":\"slide-bottom-medium\",\"animation_delay\":\"100\",\"header_transparent\":true,\"header_transparent_noplaceholder\":false,\"header_transparent_text_color\":\"dark\",\"image_position\":\"center-center\",\"padding\":\"large\",\"padding_remove_bottom\":true,\"style\":\"default\",\"title_breakpoint\":\"xl\",\"title_position\":\"top-left\",\"title_rotation\":\"left\",\"vertical_align\":\"middle\",\"width\":\"default\"},\"children\":[{\"type\":\"row\",\"children\":[{\"type\":\"column\",\"props\":{\"image_position\":\"center-center\",\"position_sticky_breakpoint\":\"m\"},\"children\":[{\"type\":\"headline\",\"props\":{\"content\":\"#1 Portfolio Management for <em>Private Equity<\\\/em> hosted in Switzerland\",\"margin\":\"remove-vertical\",\"position\":\"relative\",\"position_z_index\":\"1\",\"text_align\":\"center\",\"title_element\":\"h1\",\"title_style\":\"heading-small\"}},{\"type\":\"text\",\"props\":{\"block_align\":\"center\",\"column_breakpoint\":\"m\",\"content\":\"InvestGlass helps you build your private equity and crowdfunding platform. InvestGlass is the only CRM and portfolio management built for modern private equity firms and hosted in Switzerland.\",\"margin\":\"default\",\"margin_remove_top\":false,\"maxwidth\":\"xlarge\",\"position\":\"relative\",\"position_z_index\":\"1\",\"text_align\":\"center\",\"text_style\":\"lead\"}},{\"type\":\"button\",\"props\":{\"button_size\":\"large\",\"css\":\"@media (max-width: 639px) {\\n    .el-item a { min-width: 185px; }\\n}\",\"grid_column_gap\":\"small\",\"grid_row_gap\":\"small\",\"margin\":\"medium\",\"position\":\"relative\",\"position_z_index\":\"1\",\"text_align\":\"center\"},\"children\":[{\"type\":\"button_item\",\"props\":{\"button_style\":\"primary\",\"content\":\"Start for Free\",\"icon_align\":\"left\",\"link\":\"get-started-free\\\/\"}},{\"type\":\"button_item\",\"props\":{\"button_style\":\"default\",\"content\":\"See 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{\\n    width: 195px;\\n    box-shadow: 0 5px 30px rgba(60, 65, 124, 0.12);\\n    border-radius: 50px;\\n    max-width: 40vw;\\n}\",\"image\":\"wp-content\\\/uploads\\\/feature-automation-floating-icon.svg\",\"image_svg_animate\":false,\"image_svg_color\":\"emphasis\",\"image_svg_inline\":true,\"margin\":\"default\",\"parallax_easing\":\"1\",\"parallax_y\":\"30,-200\",\"position\":\"absolute\",\"position_right\":\"-15\",\"position_top\":\"50%\",\"text_align\":\"right\"}}]},{\"type\":\"column\",\"props\":{\"image_position\":\"center-center\",\"padding\":\"none\",\"position_sticky_breakpoint\":\"m\",\"vertical_align\":\"middle\",\"width_small\":\"1-2\"},\"children\":[{\"type\":\"headline\",\"props\":{\"animation\":\"none\",\"block_align\":\"right\",\"block_align_breakpoint\":\"s\",\"block_align_fallback\":\"center\",\"content\":\"\n\n<h2>Private Equity Stakeholders meet in a branded PE portal<\\\/h2>\",\"maxwidth\":\"large\",\"text_align\":\"left\",\"text_align_breakpoint\":\"s\",\"text_align_fallback\":\"center\",\"title_element\":\"h3\",\"title_style\":\"h2\"}},{\"type\":\"text\",\"props\":{\"animation\":\"none\",\"block_align\":\"right\",\"block_align_breakpoint\":\"s\",\"block_align_fallback\":\"center\",\"column_breakpoint\":\"m\",\"content\":\"\n\n<p>InvestGlass community tool will help you collect two distinct sets of stakeholders the General Partner (GP) and Limited Partners (LP).<\\\/p> \",\"margin\":\"default\",\"maxwidth\":\"large\",\"text_align\":\"left\",\"text_align_breakpoint\":\"s\",\"text_align_fallback\":\"center\"}},{\"type\":\"button\",\"props\":{\"animation\":\"none\",\"block_align\":\"right\",\"block_align_breakpoint\":\"s\",\"block_align_fallback\":\"center\",\"grid_column_gap\":\"small\",\"grid_row_gap\":\"small\",\"margin\":\"medium\",\"margin_remove_bottom\":true,\"maxwidth\":\"large\",\"text_align\":\"left\",\"text_align_breakpoint\":\"s\",\"text_align_fallback\":\"center\"},\"children\":[{\"type\":\"button_item\",\"props\":{\"button_style\":\"text\",\"content\":\"See More 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onboarding<\\\/h2>\",\"text_align\":\"left\",\"text_align_breakpoint\":\"s\",\"text_align_fallback\":\"center\",\"title_element\":\"h3\",\"title_style\":\"h2\"}},{\"type\":\"text\",\"props\":{\"animation\":\"none\",\"block_align_breakpoint\":\"s\",\"block_align_fallback\":\"center\",\"column_breakpoint\":\"m\",\"content\":\"\n\n<p>InvestGlass digital forms will facilitate that collection, as well as name, check off your LPs and GPs. InvestGlass is connected to multiple anti-money-laundering tools to perform due diligence on companies working with you. You will leverage your network to back-channel your next big deal with confidence.<\\\/p>\\n\n\n<p>No programming is needed to create a digital onboarding form. Digital on boarding form will facilitate managers\\u2019 day-to-day operations as your contact will help you collect corporate information and store it directly into your InvestGlass CRM.<\\\/p>\",\"margin\":\"default\",\"maxwidth\":\"large\",\"text_align\":\"left\",\"text_align_breakpoint\":\"s\",\"text_align_fallback\":\"center\"}},{\"type\":\"button\",\"props\":{\"animation\":\"none\",\"grid_column_gap\":\"small\",\"grid_row_gap\":\"small\",\"margin\":\"medium\",\"margin_remove_bottom\":true,\"text_align\":\"left\",\"text_align_breakpoint\":\"s\",\"text_align_fallback\":\"center\"},\"children\":[{\"type\":\"button_item\",\"props\":{\"button_style\":\"text\",\"content\":\"See More Features\",\"icon_align\":\"left\",\"link\":\"get-started-free\\\/\"}}]}]}]},{\"type\":\"row\",\"props\":{\"column_gap\":\"large\",\"id\":\"infrastructure\",\"layout\":\"1-2,1-2\",\"margin\":\"large\",\"margin_remove_bottom\":true,\"row_gap\":\"large\"},\"children\":[{\"type\":\"column\",\"props\":{\"image_position\":\"center-center\",\"padding\":\"none\",\"position_sticky_breakpoint\":\"m\",\"vertical_align\":\"middle\",\"width_small\":\"1-2\"},\"children\":[{\"type\":\"image\",\"props\":{\"image\":\"wp-content\\\/uploads\\\/2024\\\/05\\\/InvestGlass-Portfolio-2024.png\",\"image_svg_animate\":false,\"image_svg_color\":\"emphasis\",\"image_svg_inline\":true,\"image_width\":\"480\",\"margin\":\"default\",\"text_align\":\"center\"}},{\"type\":\"image\",\"props\":{\"animation\":\"parallax\",\"css\":\".el-element {\\n    width: 195px;\\n    box-shadow: 0 5px 30px rgba(60, 65, 124, 0.12);\\n    border-radius: 50px;\\n    max-width: 45vw;\\n}\",\"image\":\"wp-content\\\/uploads\\\/feature-infrastructure-floating-icon.svg\",\"image_svg_animate\":false,\"image_svg_color\":\"emphasis\",\"image_svg_inline\":true,\"margin\":\"default\",\"parallax_easing\":\"1\",\"parallax_y\":\"30,-200\",\"position\":\"absolute\",\"position_right\":\"-15\",\"position_top\":\"50%\",\"text_align\":\"right\"}}]},{\"type\":\"column\",\"props\":{\"image_position\":\"center-center\",\"padding\":\"none\",\"position_sticky_breakpoint\":\"m\",\"vertical_align\":\"middle\",\"width_small\":\"1-2\"},\"children\":[{\"type\":\"headline\",\"props\":{\"animation\":\"none\",\"block_align\":\"right\",\"block_align_breakpoint\":\"s\",\"block_align_fallback\":\"center\",\"content\":\"Strong PMS for PE\",\"maxwidth\":\"large\",\"text_align\":\"left\",\"text_align_breakpoint\":\"s\",\"text_align_fallback\":\"center\",\"title_element\":\"h3\",\"title_style\":\"h2\"}},{\"type\":\"text\",\"props\":{\"animation\":\"none\",\"block_align\":\"right\",\"block_align_breakpoint\":\"s\",\"block_align_fallback\":\"center\",\"column_breakpoint\":\"m\",\"content\":\"\n\n<p>InvestGlass portfolio management tool will help private equity firm in their reporting: cash flow management,<span>\\u00a0<\\\/span><span>TVPI (Total Value to Paid In), \\u00a0internal rate of return (IRR), public companies reporting, cash flows, stock market benchmark, residual value, ESG significant impact, acquisition history, debt financing impact, portfolio strategy benchmark and more.\\u00a0<\\\/span><\\\/p>\",\"margin\":\"default\",\"maxwidth\":\"large\",\"text_align\":\"left\",\"text_align_breakpoint\":\"s\",\"text_align_fallback\":\"center\"}},{\"type\":\"button\",\"props\":{\"animation\":\"none\",\"block_align\":\"right\",\"block_align_breakpoint\":\"s\",\"block_align_fallback\":\"right\",\"grid_column_gap\":\"small\",\"grid_row_gap\":\"small\",\"margin\":\"medium\",\"margin_remove_bottom\":true,\"maxwidth\":\"large\",\"text_align\":\"left\",\"text_align_breakpoint\":\"s\",\"text_align_fallback\":\"center\"},\"children\":[{\"type\":\"button_item\",\"props\":{\"button_style\":\"text\",\"content\":\"See More Features\",\"icon_align\":\"left\",\"link\":\"get-started-free\\\/\"}}]}]}]},{\"type\":\"row\",\"props\":{\"column_gap\":\"large\",\"id\":\"security\",\"layout\":\"1-2,1-2\",\"margin\":\"large\",\"margin_remove_bottom\":true,\"row_gap\":\"large\"},\"children\":[{\"type\":\"column\",\"props\":{\"image_position\":\"center-center\",\"padding\":\"none\",\"position_sticky_breakpoint\":\"m\",\"vertical_align\":\"middle\",\"width_small\":\"1-2\"},\"children\":[{\"type\":\"image\",\"props\":{\"image\":\"wp-content\\\/uploads\\\/2024\\\/05\\\/InvestGlass-Pipeline-2024.png\",\"image_alt\":\"people walking on street near buildings during daytime\",\"image_svg_color\":\"emphasis\",\"image_svg_inline\":true,\"image_width\":\"480\",\"margin\":\"default\",\"text_align\":\"center\"}},{\"type\":\"image\",\"props\":{\"animation\":\"parallax\",\"css\":\".el-element {\\n    width: 195px;\\n    box-shadow: 0 5px 30px rgba(60, 65, 124, 0.12);\\n    border-radius: 50px;\\n    max-width: 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are stored on Swiss servers in Geneva and Lausanne. All the data of portfolio companies are stored with a server and software that is not submitted under the Cloud ACT 2018. Vast majority CRM in PE industry are not US-based independent.<\\\/p>\\n\n\n<p>InvestGlass offers a full CRM which will prevent crossing wires. Deals ownership is always linked to a manager. This will improve the performance of your PE firm. InvestGlass helps you manage new private equity deal thanks to a clear deal pipeline with smart lists and pipeline board view.<\\\/p>\\n\n\n<p>You\\u2019re in control of your privacy thanks to Investglass CRM record permissioning.<\\\/p>\\n\n\n<p><\\\/p>\",\"margin\":\"default\",\"maxwidth\":\"large\",\"text_align\":\"left\",\"text_align_breakpoint\":\"s\",\"text_align_fallback\":\"center\"}},{\"type\":\"button\",\"props\":{\"animation\":\"none\",\"grid_column_gap\":\"small\",\"grid_row_gap\":\"small\",\"margin\":\"medium\",\"margin_remove_bottom\":true,\"text_align\":\"left\",\"text_align_breakpoint\":\"s\",\"text_align_fallback\":\"center\"},\"children\":[{\"type\":\"button_item\",\"props\":{\"button_style\":\"text\",\"content\":\"See More Features\",\"icon_align\":\"left\",\"link\":\"get-started-free\\\/\"}}]}]}]}],\"modified\":\"2021-01-06T11:46:05.180Z\",\"name\":\"Features Side by Side\"}],\"version\":\"4.3.13\"} --><\/p>\n","protected":false},"excerpt":{"rendered":"<p>#1 Portfolio Management for Private Equity hosted in Switzerland InvestGlass helps you build your private equity and crowdfunding platform. InvestGlass is the only CRM and portfolio management built for modern private equity firms and hosted in Switzerland. Start for Free See Plans Private Equity Stakeholders meet in a branded PE portal InvestGlass community tool will [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":32682,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-30196","page","type-page","status-publish","has-post-thumbnail","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.6.1 (Yoast SEO v27.7) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Private Equity Portfolio Management Software &amp; CRM \u2219 InvestGlass<\/title>\n<meta name=\"description\" content=\"InvestGlass is the only CRM and portfolio management built for modern private equity firms and hosted in Switzerland.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.investglass.com\/pt\/gerenciamento-de-portfolio-para-private-equity\/\" \/>\n<meta property=\"og:locale\" content=\"pt_BR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Portfolio Management for Private Equity\" \/>\n<meta property=\"og:description\" content=\"#1 Portfolio Management for Private Equity hosted in Switzerland InvestGlass helps you build your private equity and crowdfunding platform. 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