Transform the way you govern transactions and streamline the process

Master Compliance, boost efficiency, and accelerate your investment and compliance operations using Transaction Manager

Simplify managing investment structures, by embedding compliance into every step of an entity lifecycle. By automating routines and delivering real-time oversight, PETM helps you realise new levels of performance and resilience across your operational teams

Embed compliance into every deal

Stay ahead of complex regulatory requirements

Scale investment operations with confidence

Reduce manual tasks, freeing your teams to focus on strategic investment opportunities

Rapid Implementation

Accelerated launch for core modules and pilot mode in weeks under ideal conditions with Locodium, our advanced low-code platform designed to rapidly fine-tune PETM to your exact business needs

Request a demo tailored to you

Share your priorities using the button below and see it in action for your structure with your jurisdiction scenario

Fast track your investment processes with Transaction Manager

  • Transaction Workflow with Automation

    Automate complex investment workflows to save time and eliminate human error

  • Secure and Scalable

    Designed to handle the complexity and scale of modern private equity firms

  • Customisable Reporting

    Deliver custom detailed reports per jurisdiction, for internal audits and external regulatory bodies

  • Realtime Compliance Dashboards

    Real-time visibility into compliance statuses, audit trails and risk management

Deciding if PETM is right for you

  • Understanding PETM

  • Designed for modern PE firms

  • Managing multiple jurisdictions

  • Compliance made practical

  • Staying ahead of regulatory change

  • Integrating with your ecosystem

  • Security and data protection

  • Deployment and change management

  • The business case for PETM

  • Getting started with PETM

The Transaction Manager for Private Equity | PETM Accelerator

Why This Accelerator?

Curated with over 15 years of operational consultancy within the private equity sector, PETM is designed to solve the structural, compliance, and efficiency challenges that limit scale in PE firms and portfolio companies.

With Microsoft 365 compatibility, PETM can integrate seamlessly into your existing infrastructure, connecting transactions, governance, and oversight in one controlled environment.

What Makes This Programme Unique

It’s not just software — it’s a fully integrated operational model leveraging PETM, Microsoft 365, and JFDI’s proven tools to deliver measurable ROI in months, not years.

Key Benefits

  • Reduce transaction execution time
  • Achieve always-audit-ready compliance across jurisdictions
  • Integrate oversight into your existing Microsoft 365 environment
  • Lower operational risk and overhead without adding headcount
  • Standardise and enforce governance across portfolio companies

Who It’s For

  • Private Equity firms seeking to optimise administrative investment operations
  • Operating Partners aiming to enforce consistency across portfolio entities
  • Portfolio companies looking to embed governance without slowing growth
  • Emerging managers establishing scalable compliance processes from day one

Next Steps

Contact us to discuss your operational requirements and book a PETM Accelerator Discovery Session

“Built by JFDI, Delivered with Excellence”

We also offer a more in depth consultancy-led Accelerator Programme:

Operational Excellence for Private Equity

PETM Accelerator - JFDI Product Logos

PETM Accelerator Programme Structure

The Transaction Manager for Private Equity | PETM

Phase 1: Operational Blueprinting

  • Introduction Meeting (Prerequisite)
  • Map current transaction, compliance, and governance workflows
  • Apply JFDI’s private equity-derived consultancy framework to identify friction points

Phase 2: PETM Deployment Sprint

  • Deploy PETM to Microsoft Azure with Microsoft 365 integration
  • Assess the use of AutoTag for automated metadata application
  • Explore Aardvark to manage Teams-based process management
  • Investigate real-time oversight in SharePoint with PowerBi dashboards

Phase 3: Scale & Govern

  • Extend PETM templates across entities and funds
  • Embed reporting aligned to each jurisdiction’s regulatory governance requirements
  • Optionally gamify adoption using JFDI’s Motivate Everyone framework to drive user engagement

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