Automate
multi entity waterfalls
Quarterly valuations, scenario modelling and LP reporting, in clicks
Built for PE, by PE
Designed for private equity professionals, by private equity professionals. We understand complex holding structures and securities.
Work smarter, not harder
Model scenarios and calculate the value of instruments in your structures in clicks.
Audit any calculation,
entity or security
Gain full visibility into the distribution rules. Go into any level within the structure and see how calculations are made in.
Create outputs in clicks
Power internal investment committee meetings, management meetings and more with automated reporting.
What's included
Live, automated, and fully auditable calculation of instrument values throughout the structure.
Real-time
payouts
Pulls live ownership data straight from your cap table with no spreadsheet stitching required.
Multi-level modelling
Calculates distributions across your acquisition stacks and rolls them up to the fund level in one click.
Instant scenario modelling
Easily change variables to see impact on distributions at each level of the structure.
Quarterly reporting
For each portfolio company, create outputs for internal use or with LPs
Trusted by the private equity industry
“Managing ownership data has historically been cumbersome and time-consuming. By using Dealstack, we are equipping our companies with a more scalable and efficient solution for managing ownership, cap tables, and waterfalls.”
John Kleven Falck
Associate Director, Axcel
“The transparency Dealstack provides is a game-changer. Having Dealstack as the truth for ownership structures ensures that management and deal teams are always aligned.”
Rohin Jain
Managing Director, H.I.G. Capital
“Managing joiners and leavers used to require hours of manual work. With Dealstack, the entire process is automated, saving us valuable time and minimising risk.”
Maja Nilsson
Legal Counsel, FSN Capital
“Finally, a shareholder tool that doesn’t come with a 100 page slide deck - just a login and your documents.”
CEO, PE-backed company
“We have seen significant efficiencies in the time spent on transactions as they happen, and our expectation is that Dealstack will also provide very significant cost savings related to the preparation for exit events.”
Mattias Hallendorff
Group Legal Counsel, Optigroup
“Dealstack is private equity tech that actually works. The tool saves our teams an immeasurable number of hours.”
General Counsel, Top 10 PE firm
“Dealstack is the tool my old associate self so desperately needed during. Too bad we didn’t have this 10 years ago.”
Principal, Top 20 PE firm
“Dealstack isn't just a great software tool, the team truly understands private equity and how to solve real world problems. The team has been a delight to work with.”
General Counsel, PE-backed company
Case Studies
Discover how private equity firms have transformed their operations with Dealstack
