Carry and Compensation
Software

A systematic approach to managing discretionary allocations

Alternative Investment Software for Carried Interest and Compensation Programs

A comprehensive carry and compensation software solution to manage allocations, joiners, leavers, vesting, forecasting and reporting with a dedicated employee portal. FirmView® Carry and Compensation also includes management of co-invest obligations, and full compensation including, salaries, bonuses, and retirement, to provide enhanced management and employee reporting.

Manage Across Programs

Created for private capital firms to manage the complexities and variations across various carry and compensation programs.

Golden Source of Data

Firms that have outgrown spreadsheets use FirmView private capital management software to reduce risks of miscalculation and have a golden source of truth for this highly sensitive data.

Simplify Access to Data

Firms can leverage the participant portal to allow employees to login and view dashboard analytics and access their employee agreements and statements (i.e., yearly or quarterly statements and distribution notices).

What you get with PFA FirmView - Compensation and Carry

01

Participant Carry Award Allocations

Capabilities support fund, deal-by-deal, tranche, vintage share and hybrid plans.
02

Joiner / Dilution Management

Add new participants (employees, trusts, legal entities) and associated allocations. Supports reduction of reserve pool or dilutable members. The software also handles standard, phantom, and executive pools.
03

Vesting Schedules

Enables creation of standard and exception-based vesting schedules linked to allocation schedules and individual participants with full reporting of vested and unvested balances.
04

Realization and Distribution Processing

Generate distribution notices, quarterly tax estimates and automate tax and escrow withholdings for domestic and international carry participants.
05

Forecasts and Dollars-at-Work Reporting

Ability to enter forecasted carried interest to auto-allocate to individual partners’ reporting and management analytics.
06

Employee Portal / Dashboards

Provide employees with online access to documents and relevant data and analytics, such as their carry awards, co-investments and vesting.

Compensation management made easy

A comprehensive carry and compensation management platform supporting fund level, deal-by-deal, employee capital co-investments, base, bonus, and other compensation arrangements. FirmView’s compensation, planning, and recommendations (CPR) software streamlines the year-end and mid-year salary and bonus awards process. FirmView CPR is a robust solution for effectively handling compensation cycles.

Meet fund manager needs

Allvue’s cloud-based Fund Accounting software solution brings together partnership accounting, detailed financial statement reporting, a multi-currency general ledger, cash management, and workflow standardization into one complete fund accounting system for your fund administration needs. That’s why it’s become the award-winning, go-to choice for best-in-class fund managers and fund administrators of all sizes.

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Compensation and Carry Technology

Is specifically built to handle the complexities and variations across various carry plans used by fund managers to allocate carried interest awards. Firms are able to integrate other compensation details with carried interest awards (i.e., co-investments, salary, bonus, retirement, etc.) Our services are built on top of Microsoft Azure. The cloud strategy allows you to store and maintain your data in a robust, secure and scalable environment. The PFA FirmView platform is also SOC2, Type 2 compliant.

Scalability

We provide a cloud-based environment that does not require costly upgrades - unlike many of our competitors, supporting seamless asset management.

Connectivity

Interface with your existing accounting system through multiple integration options to get onboarded to FirmView® quickly.

Transparency

Create one version of the truth by managing and delivering on performance reporting metrics for funds, investments and investors from one solution.

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How does Allvue compare to other alternative investment vendors software vendors?

As the private equity space has exploded with growth over the last few decades, so has the private equity software landscape. We’re confident Allvue offers the best solution on the market to help you make the most informed decisions for your private equity portfolio.

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Out-of-the-box, front-to-back office solution with built-in industry best practices and flexible deployment
Cloud-based scalability with a robust integration and API ecosystem to grow with your firm
One home for your data with standardized reports and customized dashboards
Corporate, fund, and investment accounting from single market-leading provider

Learn how Allvue + PFA can help simplify fund and corporate accounting for the office of the CFO

A comprehensive carry and compensation management platform supporting fund level, deal-by-deal, employee capital co-investments, base, bonus, and other compensation arrangements.

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