Private Equity

Tailored NetSuite Solutions for Private Equity Firms

Manage your PE portfolio with ease using NetSuite to streamline management and operations.


Transform Your Business with NetSuite

NetSuite, a cloud-based enterprise resource planning (ERP) system, can be valuable for private equity (PE) firms in managing their financial operations, portfolio companies, and overall business processes. NetSuite offers a comprehensive ERP solution that can support the unique needs of private equity firms, helping them streamline operations, manage investments effectively, and drive growth. However, successful implementation and customization of NetSuite require collaboration with experienced implementation partners who understand the unique needs and challenges of the biotech industry.

NetSuite for private equity companies provides a comprehensive platform for managing all aspects of fund management, financial management, portfolio management, and investor relations. It helps firms improve operational efficiency, enhance financial visibility, and drive better investment decisions in a dynamic and competitive market environment.


NetSuite Features that Support Private Equity Firms

NetSuite offers tailored solutions for private equity firms, helping them streamline operations, improve financial visibility, and enhance portfolio management. Here's an overview of NetSuite for private equity companies:

Fund Management
Fund Management

NetSuite provides robust fund management capabilities, allowing private equity firms to efficiently manage fundraising, investor relations, capital commitments, and distributions. It enables firms to track fund performance, manage capital calls and distributions, and maintain compliance with regulatory requirements.

Financial Management

NetSuite's financial management module offers comprehensive tools for managing accounting processes, financial reporting, budgeting, and forecasting. It provides real-time visibility into financial performance across portfolio companies, enabling firms to make informed investment decisions and monitor the financial health of their investments.

Portfolio Management

NetSuite enables private equity firms to effectively manage their portfolio of investments, including tracking valuations, monitoring key performance indicators (KPIs), and assessing risk. It offers customizable dashboards and reports to provide insights into portfolio performance and investment trends.

Deal Management

NetSuite helps streamline deal management processes, from initial deal sourcing and due diligence to deal structuring and execution. It enables firms to track deal pipelines, manage deal documents, and collaborate with internal and external stakeholders throughout the deal lifecycle.

Investor Relations

NetSuite facilitates communication and collaboration with investors, providing secure portals for investors to access fund information, reports, and documents. It helps firms manage investor communications, track investor activity, and provide timely updates on fund performance and distributions.

Compliance and Regulatory Reporting

NetSuite helps private equity firms maintain compliance with regulatory requirements, including SEC reporting, tax reporting, and compliance with industry standards. It offers configurable workflows and controls to ensure adherence to regulatory requirements and mitigate compliance risks.

Integration Capabilities

NetSuite seamlessly integrates with other business systems and applications, allowing private equity firms to streamline processes and eliminate data silos. It integrates with CRM systems for managing investor relationships, ERP systems for financial management, and third-party data providers for portfolio analytics.

Scalability and Flexibility

NetSuite is a cloud-based solution that offers scalability and flexibility to accommodate the evolving needs of private equity firms. It can easily scale to support growing investment portfolios, new fund structures, and changes in regulatory requirements.

What We Deliver


Preferred Licensing and Commercial Terms. Maximize ROI for your investments with access to special discounts, renewal terms and hourly rates.

A Central Point of Contact. We are your internal advocate - ensuring priority and premier service for a consistent experience across all sales, service, and implementation functions.

Customized Resources for Your Portfolio. Your portfolio companies can leverage the best and brightest of NetSuite to drive their success. Content, learning opportunities, and technical resources are aligned and curated according to your value creation plan.

Collaborative Partnership Approach with NetSuite Ecosystem. Take advantage of our extensive partner network that brings unique industry expertise and offers seamless integration of additional functionality.

Risk Mitigation. ERP projects can be resource intensive - work alongside our team to develop risk reduction strategies for your portfolio companies as they undergo transformation.

Augmented Due Diligence. Our experienced team will advise on potential new solutions, costs and timelines to match your investment thesis.

OpenTeQ NetSuite Modules Private Equity Firms

Core Netsuite Modules

Financials First





Core Netsuite Features

Reporting(Std & Cust)



Chart of Accounts

Fixed Assets


OpenTeQ Modules for Private Equity Firms

PO Approval Process

Bulk Upload

Expiry Date Management

Commerce Codes and Country of Origin Utilities

Revision Management

Field Services

Bartender Interface

Advanced NetSuite QMS

Native Netsuite B2B Portal

Document Management

Client Onboarding

Vendor Onboarding

Employee Onboarding


AP/ AR Automation


3rd Party Technology Partners
  • Payment
  • Payout Orchestration
  • Data Experience Platform
  • iPaaS
  • Data Warehouse
  • Data Migration
  • Data Augmentation

Power Private Equity Firms to the Next Level

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