They also offer greater opportunities to leverage cost synergies across a wider sales base to improve overall profitability to the buyer. Cloud based deal flow management tools offer the advantage that the service providers will constantly further develop the platform, adding new services and improved features. Private Equity Accounting, Investor Reporting, and Beyond Mariya Stefanova with Yasir Aziz, Stephanie Coxon, Graeme Faulds, David L. Larsen, Ramon Louw, What are the different types of private equity funds out there? “Private equity” is a generic term used to identify a family of alternative investing methods; it can include leveraged buyout funds, growth equity funds, venture capital funds, certain real estate investment funds, special debt funds (mezz, distressed, etc), and other types of special situations funds. Haeusler: Absolutely. As a platform, you have many attractive options ranging from a sale, to private equity investment, to further growth. Today, finding the right deal is quicker, cheaper and avoids the need to go out and have loads of bad experiences before you find the right one. The private equity firm bought the company for the second … Beyond Performance. WM Partners, a middle-market private equity firm specialising in buyout investments in the health and wellness sector, has selected Artivest's digital alternative investment platform as its point of access to financial advisers and qualified high-net-worth investors. Beyond Performance. - Renew or change your cookie consent, The Value of Investment Bankers: Business Owners’ Perspective, Measure of a Company’s True Intrinsic Value, Business Valuation Excel Template: 10 Simple Steps to Success, Letter of Intent: Examining 3 Different Drafting Styles. Just as private companies raise money from private equity firms, private equity firms also go through rounds of funding to raise capital from large institutional investors. As well as structured and specific deal information, an easy to search platform, shared workspace, instant access to M&A databases , intelligence services on demand, and the opportunity to do deals faster, anywhere in the world. Real estate Build a Real Estate investing platform with debt or equity flows. The course deals with the analysis of the private equity and venture capital business. Transfer Mortgage Equity Moving Home Change of Circumstances Help & Support Main Menu FAQs Useful Documents Useful Links About Us Main Menu About Centrepoint Contact Us Main Menu Complaints Welcome to Platform. Z, Copyright © 2020 Divestopedia Inc. - PE platforms use state of the art technology to safeguard access, data, users and all other aspects of the platform, including https, Thawte certified data protection, TLS data encryption, and so on. Based on his online expertise and global network, he is valued as senior adviser for entrepreneurs and corporates alike. FW: Similarly, in what ways can fundraisers benefit from PE platforms? Legal … Haeusler: Deal flow management tools allow an investor to leverage the advantages of online collaboration in a private, secure environment. Before turning to the web, he worked as a strategy consultant for one of the big consultancy firms. Today, investors can follow specific deals, companies and people to receive notification and search alerts for any news and updates on targets. He has lived in both Mexico and Chile and has completed assignments in 14 countries on three different continents. In addition, a comprehensive online PE platform also provides deal flow management tools that help investors to more efficiently capture, store, manage and share their proprietary incoming deal flow. 21/08/2019. Within this space, the user has full control over the member group and each individual member’s access and permission rights to the deal data. More and more deals are being done in syndications and with groups of investors. This EBF has been highly successful with managers in recent years. FW: Do all online PE platforms operate in the same way? When growing through mergers and acquisitions, there are generally two distinct types of acquisitions: The platform acquisition and subsequent one-off acquisitions. Private equity firms tend to invest in the equity stake with an exit plan of 4 to 7 years. P    In terms of the investments themselves, it is really all about the transparency. Private Equity . You may be surprised at how close you are to becoming a platform. There are some tools on the market that account for and offer customisation options to meet each investor’s individual internal processes. In terms of the investments themselves, it is really all about the transparency. Investment software Automate and scale your investment business with LenderKit. In the absence of a professionally managed process, a buyer likely will not feel compelled to offer full value, regardless of how attractive the business. T    Access to “Fund Reports” on the platform provides a synthesis of all funds positions by share class. As well as structured and specific deal information, an easy to search platform, shared workspace, instant access to M&A databases , intelligence services on demand, and the opportunity to do deals faster, anywhere in the world. Y    LPs are demanding greater transparency in the GP’s work, as well as more collaboration and decision rights. All solutions Software for private placements, loan management and other. Standard deal flow management tools have been developed to meet the standard requirements of a general investor. Découvrir la plateforme Inscrivez-vous et simplifiez votre recherche de financement. What should I look for with non-cash consideration? Sources of equity funding include management, private equity funds, subordinated debt holders, and investment banks. Private equity is an alternative form of private financing, away from public markets, in which funds and investors directly invest in companies or engage in buyouts of such companies. As with everything online, from social media to cloud workspace, having a private equity platform online means investors and entrepreneurs can always find the information they need. #    The fund manager sets forth the rules and regulations governing the fund. Brad has an MBA from the University of California, Irvine with an emphasis in Finance. X    Sharing and collaboration means all documents have a date and time stamp, as well as a note on the individuals responsible for it. I    V    Closing the deal is quicker, too, thanks to the collaboration and transparency offered leading to simpler decision making. U    Privacy Policy General Partner contributes around 1% to 3% of the total fund investment size. If not, what are the key differences? You don’t have to be the biggest or best in the industry — just in your sphere of influence. Are global PE networks likely to be the ‘next big thing’? Private equity is also associated with the leveraged buyout, in which the fund borrows additional money to enhance its buying power -- using the assets of the acquisition target as collateral. Generally, platform acquisitions tend to have the following characteristics: Join thousands of subscribers who receive actionable insights from Divestopedia. Further, access to the deal data and documents is fully logged should there ever be a need to audit anything. Online deal flow tools also help to structure and guarantee the internal and external legal requirements to be fully compliant and reduce the risk of the company, as well as of every person involved in the deal, of making mistakes. Today, investors can follow specific deals, companies and people to receive notification and search alerts for any news and updates on targets. In a similar manner to investment professionals, there is also the chance to grow an individual’s network and connect with fellow fundraisers and private equity professionals. Increasingly, PE platforms with deal flow management tools support these requirements and will connect groups of investors even more efficiently in the near future. Thoma Bravo must really like Flexera, an IT asset management company out of Chicago. Beyond Performance. Takeaway: B    In essence, they make the whole process quicker, easier to follow, and make sure that everything that should happen, does happen. There are some tools on the market that account for and offer customisation options to meet each investor’s individual internal processes. Beyond Performance. The volume of deals has been the main driver, though the highly globalised investment marketplace, and transparency with high quality information, tracking of deal flow and deal status, as well as the need for fast due diligence, have all contributed. K    Closing the deal is quicker, too, thanks to the collaboration and transparency offered leading to simpler decision making. Competition is tougher than ever, and an online tool helps an investor or entrepreneur to identify the deal they want and get moving quicker than with traditional methods. Private is started as a limited partnership by a fund manager or general partner. Today we see more and more investment clubs appearing, and an online platform helps to structure, automate and scale such clubs. Many investors might not invest today, but make a connection that pays dividends two years later. Deal flow management tools enable users to set up their own private environment within the platform. L    Beyond Performance. A good platform should have a solid registration process in place to guarantee that the users on the platform are verified and can be trusted. I’ve seen deals where platforms go for less than what a one-off acquisition would go for. The term platform acquisition originates from the private equity world where platform investments are very common. As a model private equity is a proven driver of sustainable business growth. Deal flow management tools should also offer unique customisation options, so investors receive exactly the online service they need. There is no longer a need for every stakeholder to be available and in the same place at the same time to get deals moving. Beyond Performance. French Real estate private equity platform. He has a long track record in the web world. Based on his online expertise and global network, he is valued as senior adviser for entrepreneurs and corporates alike. A    BlackFin Capital Partners 1 janvier, 2009. Absolutely. As a result, we are beginning to see more and more inquiries from large organisations – including global banks – about using an internal deal flow tool to also manage the legal process, while making internal deal matching more efficient and transparent. Urs Haeusler is CEO of DealMarket, a comprehensive platform for fundraising and deal flow management. J    Terms of Use - There is no longer a need for every stakeholder to be available and in the same place at the same time to get deals moving. The very term continues to evoke admiration, envy, and—in the hearts of many public company CEOs—fear. The whole deal process – from deal posting to the deal being done – is managed in a structured manner so anything can be analysed. FW: How do you foresee the development of the next generation of online PE platforms? In a nutshell, they help investors, or investment groups, to capture their proprietary deal flow in a standardised format, manage the internal investment decision process, including collaboration tools, and share information on deals with affiliated partners in a secure and controlled way. How do these tools assist with individual needs? What are the trends that have led to this rise? February 2015  |  10QUESTIONS  |  PRIVATE EQUITY. The CityVest platform provides investors with access to top tier institutional real estate private equity funds with subscription amounts as low as $25,000, rather than the typical $1 million minimum subscription amounts of the underlying fund. C    Haeusler: Fundraisers benefit from immediate access to a large pool of accredited, experienced, fully vetted investors, without needing to set up investor pitches or deal with all the obstacles of actually getting to a meeting. Equity can be further subdivided into four components: shareholder loans, preferred shares, CCPPO shares, and ordinary shares.Typically, the equity proportion accounts for 30% to 40% of funding in a buyout. Competition is tougher than ever, and an online tool helps an investor or entrepreneur to identify the deal they want and get moving quicker than with traditional methods. En partenariat avec : A propos. What variables need to be considered to create a platform that meets an investor’s needs? An add-on acquisition refers to a company that is added by a private equity firm to one of its platform companies, or by a strategic buyer pursuing a consolidation investment strategy. S'inscrire Se connecter. Equity crowdfunding Launch your own equity crowdfunding platform tailored to your business. What sort of challenges are you facing? EMSX is a multi-asset class trading platform that integrates Bloomberg exchange and broker data with your equity, futures and options orders. Private equity funds are mostly structured as closed-end investment vehicles. M    Haeusler: New services help PE professionals to connect and collaborate in even better ways. FUND MONITORING. AUMs : 1046 M€ assets under management with bank leverage. I’ve also seen smaller companies sell for a significantly higher relative price as a result of a professionally managed sell side process. Today we see more and more investment clubs appearing, and an online platform helps to structure, automate and scale such clubs. Brad Mewes is the founder of Supplement!, a strategic, financial and M&A advisory firm specializing in the automotive aftermarket industry worldwide. He graduated in the top 10% of his class. What successes have you had? Une organisation guidée par l'innovation : 10 % du chiffre d'affaires investi dans la Tech/IT. LPs are demanding greater transparency in the GP’s work, as well as more collaboration and decision rights. The whole deal process – from deal posting to the deal being done – is managed in a structured manner so anything can be analysed. Our website is at www.CityVest.com. Within this space, the user has full control over the member group and each individual member’s access and permission rights to the deal data. Cloud based deal flow management tools offer the advantage that the service providers will constantly further develop the platform, adding new services and improved features. Perhaps the most defining characteristic of a platform acquisition is the valuation of the business. In a nutshell, they help investors, or investment groups, to capture their proprietary deal flow in a standardised format, manage the internal investment decision process, including collaboration tools, and share information on deals with affiliated partners in a secure and controlled way. Increasingly, PE platforms with deal flow management tools support these requirements and will connect groups of investors even more efficiently in the near future. FW: What advantages can investors gain from using online PE platforms? FW: In your opinion, are online private equity platforms changing the way PE transactions are initiated and closed? 1001pact est une plateforme d’investissement participatif dédiée à l’économie sociale et solidaire. We are a part of The Co-operative Bank p.l.c. You've probably heard of the term private equity (PE). However, service providers that were early to market have learned over the last four years what the market requires. Plateforme de private equity immobilier en France. Platforms attract higher prices because they generally deliver greater value to an acquirer through established management teams, business processes and other intangibles relative to multiple smaller targets. metrixware.com. Podcasts +331 86 95 24 31. Broad service offerings are also desirable, essentially acting as a one-stop-shop for everything from global deal sourcing, networking, connecting with PE professionals and deal flow management to due diligence services and data on demand. He has been featured in publications globally including ABRN, Driving Sales News, Aftermarket Business World, Repairer Driven News, Ratchet + Wrench, Australasian Paint and Panel, and Motor China Magazine. One of the best ways to increase your valuation is to become a platform acquisition target. In the context of private equity, a platform acquisition refers to the initial acquisition a private equity group makes to enter an industry with the intent to then roll up, or acquire, other smaller companies in an industry. Après avoir levée 700 000 euros, la plateforme d’equity crowdfunding souhaite permettre aux individus d’investir en toute transparence dans des projets qui peuvent changer le monde. The Blisce Group is an international investment management group that focuses on private equity and venture capital opportunities in technology companies and startups. Haeusler: In essence they all work the same way. metrixware.com. How Targeted Should Your Sale Process Be? Many investors might not invest today, but make a connection that pays dividends two years later. Encours : 1046 M€ d’actifs sous gestion, levier bancaire inclus. Even if you’re not sure you’re a platform yet, I’d still like to hear from you. We have previously compared online PE platforms to online dating. Brad received his undergraduate degree in International Economics with a concentration in Latin American Business from George Washington University in Washington, DC where he graduated with honors (cum laude). is CEO of DealMarket, a comprehensive platform for fundraising and deal flow management. An organization driven by innovation: 10 % of revenues invested in Tech/IT development. Today, finding the right deal is quicker, cheaper and avoids the need to go out and have loads of bad experiences before you find the right one. he internet is very aware of privacy and security aspects, arguably everyone operating in the financial world is even more aware. These allow for an even better leverage of all tool advantages. Divestopedia Terms:    In essence they all work the same way. Even better are platforms created by PE professionals for PE professionals, as they are ideally positioned to identify what is needed to create an effective tool. Haeusler: For starters, an investor network is immediately expanded, with the chance to meet new connections and explore opportunities even if they don’t ultimately result in a deal. One of his major engagements was the scaling and internationalisation of the ticketing platform amiando, now Europe’s largest online event registration service and part of the XING group. Particular attention should be paid to set-up costs, operating costs, customisation options and innovation pace. Story . In terms of the development of PE platforms, there is no doubt they will continue to evolve, and as more PE professionals and fundraisers begin to use them, they will soon become the place to go for deals of any kind. There is also the option to promote a deal, as well as set up a compelling business profile to ensure that all the essential elements an investor would want to see are included. An investor thinking about benefiting from this offering should evaluate his specific needs – key objectives, key tasks and processes to be supported, members to be involved, and so on – then look at the tools on the market and evaluate which tool is best for him. Haeusler: An investor thinking about benefiting from this offering should evaluate his specific needs – key objectives, key tasks and processes to be supported, members to be involved, and so on – then look at the tools on the market and evaluate which tool is best for him. Private equity (PE) typically refers to investment funds, generally organized as limited partnerships, that buy and restructure companies that are not publicly traded.. He can be contacted on +41 43 888 75 30 or by email: urs@dealmarket.com. Haeusler: While the internet is very aware of privacy and security aspects, arguably everyone operating in the financial world is even more aware. Q    O    But beware: Willingness to pay does not always transfer into proceeds for the seller. These smaller acquisitions can be completed at a much lower relative cost. 5 valeurs animent notre équipe : performance, anticipation, sélectivité, proximité et engagement. If you think you might already be a platform and you’re contemplating your next steps, let’s talk. For starters, an investor network is immediately expanded, with the chance to meet new connections and explore opportunities even if they don’t ultimately result in a deal. Our global private equity team has directly invested in over 240 businesses since inception. Roughly $3.9 trillion in assets were held by private-equity (PE) firms as of 2019, and that was up 12.2 percent from the year before. FW: Could you explain how these platforms address the high privacy and security requirements of PE professionals? CityVest is a NYC-based online investment platform focused on real estate private equity funds. An inside look at the two main types of platform acquisitions and how you can use them to help your business. Standard deal flow management tools have been developed to meet the standard requirements of a general investor. As with everything online, from social media to cloud workspace, having a private equity platform online means investors and entrepreneurs can always find the information they need. Haeusler: The volume of deals has been the main driver, though the highly globalised investment marketplace, and transparency with high quality information, tracking of deal flow and deal status, as well as the need for fast due diligence, have all contributed. We have previously compared online PE platforms to online dating. A team driven by five core values: performance, forecast, selection, proximity and commitment. FW: With more investors now starting to utilise ‘deal flow management tools’, what does an investor need to know from the outset? D    Equity Bridge Financing (EBF) is a private equity fund financing method enabling management companies to gather / delay investor capital calls. E    Generally, platform acquisitions tend to have the following characteristics: 1. Investors can filter the opportunities they are interested in and focus on those. Fundraising software Manage donation crowdfunding projects easier. These groups of investors are distributed globally and do not necessarily know each other. This is often referred to as a “roll up” strategy, where an initial premium is paid to acquire a platform, and then subsequent smaller, and generally lower cost, acquisitions are made. Because these companies are effectively launch platforms, there are certain criteria that buyers look for when seeking out a platform acquisition. S    In terms of the development of PE platforms, there is no doubt they will continue to evolve, and as more PE professionals and fundraisers begin to use them, they will soon become the place to go for deals of any kind.