Strategic Growth DealsPlus operates in private equity services with a focus on ownership data, equity valuation, and lifecycle workflows. Selling opportunities exist by highlighting how an integrated single source of truth reduces regulatoryrisk, accelerates audits, and strengthens valuations for fund finance teams, deal teams, and portfolio CFOs.

Compliance and Audit With recent enhancements in role-based access controls and a data architecture designed for auditability, position DealsPlus to win contracts from funds seeking compliant, auditable data environments for annual accounts, KYC/UBO checks, tax reporting, and custodian verifications.

Valuation Acceleration The platform links validated ownership data to equity valuation, cap tables, and waterfalls. Sales angles include faster scenario planning, more accurate waterfall modeling, and reduced spreadsheet errors for both fund-level and co-investor equity assessments.

Portfolio Monitoring Recent partnership with Chronograph enhances portfolio monitoring and valuation data. Highlight cross-sell opportunities to existing clients by offering enhanced monitoring, data integrity, and trusted valuations for ongoing exits and distributions.

AI Readiness DealsPlus positions itself as a data foundation for AI. Leverage this by pitching advanced analytics, AI-enabled insights, and automation capabilities to funds aiming to scale operations, improve decision making, and reduce manual workloads across investment structures.