Sage Intacct Private Equity Management Solutions

As a private equity management executive…

  • Are you ready to answer hard financial questions across all your funds?
  • Do you struggle to consolidate information across multiple funds?
  • Can you share real-time data across financial and investment analysis?
  • Are tough decisions documented in the context of your portfolio for future reference?         
  • Are you GAAP compliant and audit ready?

Introducing Sage Intacct

The only AICPA preferred cloud financial management system is meeting the demands for investment management firms and used for over a half trillion in assets under management.

Interviews with thought leaders in asset management, private equity, and accounting have brought to light the acceleration of the diversification into alternative and illiquid assets such as private equity - potentially across multiple geographies. They’ve recognized the need to protect clients through not only more legal entities but also more complex legal structures.

Previously, this sort of structure was only available to larger more sophisticated firms. We’ve seen a major shift to this strategy even by modestly sized firms. Lawyers, tax accountants, and auditors agree that the effective utilization of this strategy is fundamental to the protection of assets acquisition of assets and the sale of assets.

Intacct Cloud Accounting Software

Grow your organization with the cloud ERP that's #1 in customer satisfaction.

See how Sage Intacct keeps you in control across your funds.

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Our Locations
Waco (Headquarters)
200 TX-6 #310
Waco, TX 76712
Phone: (254) 772-2980

Dallas / Ft. Worth
Dallas / Ft. Worth, TX 75308
Phone: (972) 720-1510

Elkhart, IN 46571
Phone: (877) 772-2980
1120 S Capital of Texas Hwy #120
Austin, TX 78746
Phone: (512) 419-0510

San Antonio
San Antonio, TX 78217
Phone: (210) 921-9766