LbOffice 2013

LbOffice 2013 is a software suite designed to cater to the specific needs of private equity firms. According to the vendor, this solution offers modules for deal flow management, portfolio monitoring, fund administration, ESG and compliance, reports and business intelligence, and cybersecurity. It is suitable for private equity firms of all sizes, from small boutique firms to large multinational corporations. The product is utilized by private equity professionals, fund administrators, family offices, private equity divisions of investment banks, and fund of funds managers.

Deal flow management & CRM: According to the vendor, the software provides centralized deal pipeline management, custom dashboards, efficient deal tracking through document management, and seamless email and task management integration with Outlook.

Portfolio monitoring: The vendor claims that the software offers a bespoke dashboard for real-time insights into portfolio performance, performance analysis and cash flow forecasting, capital table visualization for ownership structures, and the ability to capture and customize financial statements.

Fund administration & Investor relations: The vendor states that the software allows users to track portfolio investments and fund NAV performance, manage cash flow with AI-powered forecasted cash flows, facilitate streamlined communication with limited partners through documentation and a dedicated portal, and customize NAV calculation and waterfall management.

ESG, Compliance and risk management: According to the vendor, the software provides ESG monitoring and reporting with SASB standards, a compliance module for deal flow, portfolio management, and fund administration, risk assessment reports for proactive risk mitigation, and GDPR compliance for data privacy and protection.

Reports & Business Intelligence: The vendor claims that the software offers a customizable report builder for tailored reports in various formats, a business intelligence and dashboard builder for data analysis, access to comprehensive portfolio and fund performance metrics, and seamless integration with Microsoft Office for report creation.

Cybersecurity: According to the vendor, the software ensures data security with secure servers featuring redundancy and resilience, fully-encrypted disks for data protection, encryption protocols for secure access to data, and GDPR compliance for data privacy and retention policies.