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FundLedger

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Portfolio management software streamlining accounting and analysis for private equity.

Overview

FundLedger is a provider of portfolio management software tailored for private equity funds. The software includes tools for accounting and portfolio analysis, focusing on asset allocation, risk assessment, and performance analysis. It integrates market data and analytics to assist asset managers in developing investment strategies. The platform is cloud-based, offering features for real-time portfolio monitoring and client reporting. Additionally, FundLedger incorporates assisted intelligence and machine learning to automate certain tasks and provide suggestions for next steps, aimed at helping private equity funds manage operations and respond to market changes.

Key facts

Founded
2015

Business model

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About FundLedger

What does FundLedger do?

FundLedger is a provider of portfolio management software tailored for private equity funds.

Where is FundLedger headquartered?

FundLedger is headquartered in Chicago, United States.

When was FundLedger founded?

FundLedger was founded in 2015.

Which sector is FundLedger in?

FundLedger operates in Investment Technology, part of Financial Technology.

Who are FundLedger's competitors?

Companies similar to FundLedger include Looking Glass, Portfolio BI, and Fund Elements.