Transaction Manager for Private Equity

PETM (Private Equity Transaction Manager) is a compliance-driven transaction management platform built specifically for private equity firms. It integrates deal execution, compliance workflows, and portfolio oversight into a single, secure, low-code environment.

Governance and Substance. Standardised. Evidenced. Done.

Managing governance and substance obligations across multiple portfolio companies and jurisdictions is notoriously complex. PETM’s strength lies in making this manageable at scale by embedding compliance and reporting into the workflow rather than treating it as an afterthought.

PETM serves private equity firms and their portfolio companies by strengthening reporting for compliance leaders and improving day-to-day operations for corporate administration teams and operating partners.

Regulatory rules, pre-configured and jurisdiction-aware:

• UK: Companies House filing obligations and FCA/PRA governance checks
• Luxembourg: Substance requirements like board composition and meeting location
• The Channel Islands and beyond: Each tailored to their local obligations

PETM is built to manage complex, cross-border fund structures, tracking obligations and approvals across jurisdictions while consolidating oversight into central dashboards.

• Each jurisdiction has its own defined set of substance and governance checks
• Dashboards aggregate compliance status at the company, investment, and portfolio levels by jurisdiction

PETM embeds regulatory logic into workflows, ensuring compliance requirements (AIFMD, SEC, FCA, CFTC, etc.) are met as transactions progress.

• Creates a live audit trail, making audits and LP reporting faster and more reliable
• Requirement check statuses are limited to Met/Unmet for clear audit demonstrations
• Shows the proportion of Met checks versus Unmet across companies, investments, or the entire portfolio

PETM’s low-code foundation can update workflows when rules or reporting obligations change, without lengthy development cycles.

• Each jurisdiction has its own defined set of substance and governance checks which are not shared or inherited
• Year on year, a jurisdiction can update its requirements under regulatory guidance without affecting other jurisdictions

PETM is Azure-native and supports secure API integration with CRMs, DMS platforms like SharePoint or iManage, finance systems, and existing reporting solutions.

• Requires Microsoft Azure with Microsoft 365 recommended
• Excel-based data import supported for initial data take-on
• Custom API integration allows for continuous data flow

Security is central to PETM’s design. Hosted in your own private cloud environment with enterprise-grade access controls, PETM meets strict data governance, confidentiality, and IT policy standards.

You can typically launch a pilot environment within weeks, with full deployment and integration following in a phased rollout. Because it is low-code, PETM avoids the long implementation cycles common in traditional enterprise software development.

Organisations that adopt PETM should achieve measurable ROI through accelerated deal execution, reduced compliance effort and enhanced audit readiness.

Why Private Equity firms choose PETM:

• Regulatory confidence — Be ready for scrutiny at any moment
• Operational efficiency — Eliminate manual tracking and repetitive tasks
• Portfolio visibility — Get real-time oversight of governance and substance across hundreds of entities
• Transaction readiness — Apply standardised checks from Day 1 post-acquisition

Fastest route: A discovery session to understand your operational challenges and compliance environment. From there, a tailored pilot to demonstrate PETM in action for your teams.

More comprehensive options: Consider signing up to our PETM Accelerator below, or for a full consultancy-led approach, apply to our Operational Excellence for Private Equity programme.