Tour

   How does PrivateEquityFirms.com efficiently manage private    equity info?

From start to finish - see what PrivateEquityFirms.com looks like below.

Your PE dashboard -
  • See saved searches
  • Access custom project lists
  • Recently updated firms
  • Recently added firms
  • Latest headlines
  • The Dashboard is what you see once logged in to PEF. If you Save Searches, or Build Custom Lists, you can quickly access that info here. You can also see the most recently updated and added firms as well.

    Step 1 - Search

    Filter by -
  • Firm type
  • Size
  • Funded/Unfunded
  • Specialist/Generalist
  • Location
  • Industry interest
  • Transaction types
  • Geographic preference
  • This is the heart of our application and where you begin your private equity firm search. As you can see, we separate firm characteristics (size, location, etc.) from investment characteristics (sectors, geographies, transaction types). Easily search firms via one or both.

    Step 2 - View Results

  • Sort results
  • Save searches
  • Export info
  • Change views
  • View your search result set here. You can quickly sort results by Name, Location, # of Portfolio Investments, # of Professionals, or Assets (in USD). You can also change to 'Snapshot' view. 'Snapshot' view allows you to quickly read through firm descriptions without clicking through to full firm profiles. Easily Save or Export search results as well.

    Step 3 - View Firm Profiles

    Firm Info
  • Summary description
  • Contact info
  • Key personnel
  • Investment criteria
  • Portfolio breakdown
  • Add profiles to project lists
  • Each firm profile is split into three sections - 'Firm Details', 'Portfolio', and 'Key Personnel'. The 'Firm Details' page contains a summary on the firm as well as a full investment criteria breakdown. Quickly see what sectors a firm has invested in, as well as geographic preferences and target company size ranges. If you're working on a project and want to save specific firms for later review or outreach, you can easily do this with our 'Add to Project List' feature, which allows you to save individual entries one at a time.

    Portfolio Info
  • Descriptions
  • Sorty by industry
  • Current/Exited
  • Add companies to project lists
  • The 'Portfolio' page breaks down a firm's list of investments. Quickly sort by Name, Industry, or Current vs Exited. Similar to our 'Add to Project List' feature for individual private equity firms, you can add individual portfolio records to project lists as well.

    Professional Info
  • Bios
  • Year Joined
  • Email
  • Add contacts to project lists
  • The 'Key Personnel' page breaks down a firm's list of professionals. Quickly sort by Name or Title. You can allso add professionals to custom lists using our 'Add to Project List' feature.

    Portfolio Companies Search Interface

    Search/Filter by -
  • Keyword
  • Current or Exited
  • Industry
  • Location
  • If you want to focus your search efforts on the more than 24,000 (and growing) portfolio companies we have, you can easily do that here, on the 'Search Portfolios' page. Keyword search company descriptions and/or filter by investment status, location, and sector. You can also filter portfolio companies by parent firm characteristics. For example, want a list of all 'Business Services' companies owned by 'Small' private equity firms? No problem. Easily export the results or add portfolio companies to project lists.

    Professionals Search Interface

    Search by -
  • Bios
  • Titles
  • Firm info
  • The 'Search Professionals' interface allows you to directly search the more than 14,000 professionals we have listed in the database. Keyword search names and titles or filter professionals by firm type. Export the results or add professionals to project lists.

    Free trial, no long-term contracts, pay-as-you-go.

    Try it Free for 30 Days