For private equity founders

Put insights into focus, faster

We can help handle the accounting and reporting so you can make better financial decisions

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Private equity founders

Unveiling the holistic financial picture, we can provide unprecedented visibility into general partners' (GP) consolidated balance sheets and net worth statements. From personal liquid assets and GP interests to carry, and a substantial range of personal and business assets, we leave no financial stone unturned.

Scale your capabilities

With the help of our dedicated team of professionals and leading technology, you can focus on making strategic decisions with more clarity.

Portfolio insights

Stay informed and in control of your diverse holdings, effortlessly tracking performance and securing transactions with portfolio insights. Seamlessly access cash flow analysis, streamline document management, and precisely allocate income across ownership structures. Enhance your decision-making with precise net worth reporting, effective liquidity management, and valuable insights into your portfolio. Let us empower you to improve your portfolio's performance, safeguard your wealth, and help drive success in your private equity ventures.

Bookkeeping

Streamline your bookkeeping processes with the dedicated support of a CPA-led team. Simplify budgeting, forecasting, and expense management while our team handles the intricacies of dual entry accounting transactions, reconciliations, and tax reporting. Effortlessly track spending, effectively manage financial statements, and gain valuable insights through our intuitive solutions for spending analysis. Let us alleviate your bookkeeping burdens and provide you with the peace of mind to focus on the buy side and growing your investment portfolio.

Human-led, industry-leading, award-winning

PwC wins “Outsourcing and Business Process Management” award

PwC is recognized by the WealthBriefing WealthTech Americas Awards and the Family Wealth Report Awards 2024 for our human-led, technology-driven approach to serving family offices and high net worth individuals.

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Learn more about how Wealth Compass helps manage the complexity that comes with wealth.