Allvue Systems (PFA Solutions)
A systematic approach to managing discretionary allocations.
Overview
Allvue Systems, through its acquisition of PFA Solutions, offers FirmView, a specialized software solution for private capital firms (like private equity and venture capital) to manage their complex compensation structures. This includes carried interest waterfalls, co-investments, vesting schedules, and other deferred compensation, replacing risky and cumbersome spreadsheets.
✨ Key Features
- Carried Interest Waterfall Modeling
- Vesting & Forfeiture Management
- Co-investment Tracking
- Deferred Compensation Management
- Participant Portal
- Forecasting & Reporting
🎯 Key Differentiators
- Deep specialization in the nuances of private capital compensation.
- Part of the broader Allvue suite of alternative investment software.
- Reduces operational risk by replacing complex, error-prone spreadsheets.
Unique Value: Provides a golden source of truth for highly sensitive and complex compensation data, reducing risk and improving control for private capital firms.
🎯 Use Cases (4)
✅ Best For
- Managing complex waterfall calculations for a private equity fund.
- Tracking vesting schedules for partners and employees across multiple funds.
- Providing a secure portal for participants to view their statements.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Standard operating companies (non-investment firms) with typical employee stock option plans.
- Startups needing basic cap table management.
🏆 Alternatives
Offers a purpose-built, auditable system that is far more robust and secure than managing complex carried interest waterfalls in spreadsheets.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Phone Support
- ✓ Dedicated Support (All tier)
🔒 Compliance & Security
💰 Pricing
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