Gain Clarity & Control Over Your Private Equity Investments
Turn Private Equity funds complexity into strategic clarity with automated tracking, instant reporting, and predictive cash flow forecasting.
Why It Matters
Time Drain
Managing private equity investments across multiple entities is consuming your strategic thinking time
Financial Uncertainty
Unpredictable capital calls create liquidity anxiety and risk overcommitment
Hidden Insights
Critical performance patterns remain buried in disconnected spreadsheets and PDFs
Reporting Burden
Hours spent manually compiling data for each client review
Introducing MoonDance LP Companion
MoonDance transforms how family offices manage private equity investments:
✅ Multi-Entity Management — Efficiently handle multiple investing companies under one roof
✅ Intelligent Cash Flow Forecasting — Anticipate capital calls and distributions with precision
✅ Comprehensive Performance Analytics — Generate instant insights across dimensions
✅ Automated Reporting — Create beautiful, client-ready reports in seconds
Key Features & Benefits
1. Multi-Entity Portfolio Management
Handle multiple investing companies without multiplying your workload.
Manage relationships between entities, track overlapping positions, and generate entity-specific reporting—all from a single dashboard.
2. Complete Transaction Intelligence
End spreadsheet chaos for good.
Track historical cash flows with component breakdown (capital calls, setup fees, equalizations) and support for secondary transactions.
3. Cash Flow Forecasting Engine
Never face a liquidity surprise again.
Anticipate capital needs with precision.
4. Currency-Intelligent Analytics
Seamless multi-currency management.
Record transactions in native currencies with historical FX rates for accurate performance tracking across your global portfolio.
5. Client-Ready Reporting
From hours to seconds.
Generate sophisticated reports per investing entity with customizable metrics: IRR, TVPI, DPI, value creation, and exposure analysis.
Proof Points & Differentiation
System Capabilities
- Handles multiple positions and transactions
- Supports multiple investing entities under one user account
- Customizable access levels (admin, user, read-only)
- Advanced analytics across multiple dimensions
How We Compare
| Feature | MoonDance | Spreadsheets | Enterprise Solutions |
|---|---|---|---|
| Multi-Entity Support | ✅ Native | ❌ Limited | ⚠️ Complex |
| Implementation Time | ✅ Days | ⚠️ Weeks | ❌ Months |
| Cost-Effectiveness | ✅ High | ⚠️ Intermediate | ❌ Low |
| Data Insights | ✅ Comprehensive | ❌ Limited | ✅ Comprehensive |
| Ease of Use | ✅ Intuitive | ⚠️ Manual | ❌ Complex |
| Risk of Error | ✅ Low | ❌ High | ✅ Low |
Scale Your Private Equity Operations Without Scaling Your Team
Frequently Asked Questions
Q: Can MoonDance handle our portfolio of multiple positions across multiple entities?
A: Absolutely. MoonDance currently manages over 500 positions and 5,000+ transactions for users with similar multi-entity structures.
Q: How does the system handle complex transactions with multiple components?
A: MoonDance allows you to record each component (capital call, setup fee, discount) as separate transactions, providing complete transparency and accuracy.
Q: Can we customize reporting for each of our investing entities?
A: Yes. MoonDance creates entity-specific reports with tailored metrics while maintaining consolidated views for overall portfolio management.
Q: How does MoonDance handle foreign exchange for international investments?
A: The system automatically applies historical exchange rates from a trusted API, with upcoming capability to override with your actual transaction rates if needed.
Q: How quickly can we import our historical data?
A: MoonDance offers a streamlined import process for transactions and positions, with personalized support to ensure smooth data migration.