Operational Excellence for Private Equity

  • Increase investment growth
  • Expand investor growth
  • Improve deal management
  • Gain deeper broker insights
  • Make informed decisions
  • Track fund performance

A rapid software delivery programme designed with industry specific knowledge

High profile decisions

JFDI understands accurate and effective decisions require full representation to extract any potential software opportunity whilst maintaining your security needs on every engagement.

Secure and efficient data

Sensitive information must be stored securely yet made accessible to only those that need it. Our private equity software accelerator programme will empower your appropriate resources with the most relevant data.

Experience matters

Our experience and a thorough understanding of the needs of the private equity investment sector were used to create the JFDI Private Equity Software Accelerator Programme. A suite of software capabilities leveraging information architecture to enhance investor and support staff interactions to boost the success rate of your investments.

For over fifteen years, JFDI consultants and developers have seen, experienced and solved a myriad of problems related to information architecture-based software solutions whilst working with some of the world’s biggest private equity investment companies.

From identifying and fixing issues to developing bespoke solutions to meet our client needs.

Software for effective information delivery

This programme aims to deliver software tools for investing companies that will help develop healthy, sustainable investments through effective information delivery.

A selection of JFDI’s software is placed under a private equity banner addressing every stage of an investment opportunity. From research and target market database building to cultivating deals throughout the process, including support for an effective exit strategy.

A disciplined and systematic approach to increase your chances of success when making investment decisions.

Included PE Accelerators

Alongside JFDI’s expertise, you will receive a set of unique software for your industry.

  • Planning PE Accelerator

    Manage once to get repeatable assets pre-prepared automatically. Organise meetings, presentations, and NDAs to support investment officers offsite, saving you time and effort every time.

  • Information Architecture PE Accelerator

    Centrally manage and consistently apply metadata to documents automatically within your SharePoint lists and libraries.

  • Relations PE Accelerator

    At a glance, understand your corporate hierarchy and access extended information about colleagues, investors or suppliers.

  • Trace PE Accelerator

    Control client information, manage and progress deals in the pipeline, prepare a robust research plan and organise your workflows.

  • Process PE Accelerator

    Gain time and confidence in case management through highly tuned appropriate process automation.

  • Connect PE Accelerator

    Build a strong network of resellers and partners with ease using JFDI's Connect Software.

  • Reporting PE Accelerator

    Help to self-certify your tax status using the common reporting standard RAG status, Monthly and Current Progress Power BI Dashboards.

Any business needs to change over time - Give your investments a long-lasting advantage

Our programme has three tiers supporting you in the most appropriate way

Tier 1 - Self help

Your systems need a solid foundation to leverage the capabilities delivered throughout our accelerator programme’s second and third tiers. Intimate knowledge about relationships between specific content, user behaviours, and underlying data context allows us to translate data into business goals and helps to embed them into the company culture. Successful information architecture relies on a deep understanding of company data. Engage JFDI to bring the evolution of your information architecture to fruition.

  • Information Architecture Scorecard
  • JFDI’s Information Architecture Playbook
  • Information architecture Project
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Tier 2 - Fit for tuning

With a mature Information Architecture foundation, your business is ready to adopt a set of our fit for tuning bundled software which will enhance the productivity and effectiveness of your investors. Those solutions are designed as a universal wireframe adapting to your goals. With customisation, they can support any department or staged business process. Moreover, businesses enrolled on Tier 2 of the accelerator programme will enjoy access to more extended trial periods, lower software licensing rates, and advice from JFDI consultants along the way.

  • Planning PE Accelerator
  • Information Architecture Accelerator
  • Relations PE Accelerator
  • Reporting PE Accelerator
  • Process PE Accelerator
  • Connect PE Accelerator

 

Tier 3 - Fit for purpose

Chosen members of the Private Equity Accelerator Programme will be invited to Tier 3 membership. Solutions requiring a complete approach to information architecture and its adoption. Both were built from scratch, addressing specific real-world issues in the private equity sector. Deal tracker takes advantage of years of gathered information, allowing your investors to browse and find the information they need quickly. With our Transaction Manager, transactions and reports are centralised, and investors can leverage the application as a single place of reference with all information presented accurately and extensively. Invited members will be able to join our retainer model, gaining access to the whole breadth of JFDI’s intellectual property, prioritised access to our consultants and highly specialised solutions for leaders of the Private Equity sector.

  • Private Equity Deal Tracker
  • Private Equity Transaction Manager