PE Front Office: Complete Solutions for Private Equity, Venture Capital, Private Credit/Debt Funds, Real Estate Funds and Fund of Funds

CIO Vendor The FinTech market has been growing by leaps and bounds over the past few years with Alternative Asset Industry acting as one of the maturing sectors turbocharging this industry’s growth. Alternate Asset Industry comprises a range of asset classes which are managed through different fund types, which have slightly different priority expectations from the technology solutions provider. Firms are on the lookout for an integrated solution which can address the specific requirements of Alternate Asset Industry and solve the problem of secure data management as well. A Fintech Solutions provider dealing in the niche Alternative Asset Industry segment should possess the ability to provide end-to-end support to firms.

One Stop Shop for Alternate Asset Technology Solutions
Perfectly poised in this industry is Gurgaon based Sumantra Tech with its novel and highly customizable “PE Front Office” solution offering specific to Private Equity, Venture Capital, Private Credit/ Debt Funds, Real Estate Funds and Fund of Funds. Its modular and flexible framework permits complete customization as per the firm’s specific functionality. “Our approach is to communicate in firm’s specific terminology, understand its business process, map it to the available functionality and customize the solution if needed,” explains Ankur Agarwal, Co-Founder and CTO.

PE Front Office is an end-to-end integrated solution that has been designed and developed with a strong focus on front and middle office taking care of its entire workflow. PE Front Office Solution includes Deal Flow Management, Investment Management, Portfolio Performance Monitoring, Investor Relations Management, Fund Raising, Investor Communication & Reporting, Fund Administration, Risk & Compliance, CRM, Document Management and Reports & Analytics.
Offering a Bouquet of Features
The feature-rich solution is equipped with Outlook/Gmail Integration, ability to create custom Workflows/ Checklists/Panels. Another one of its key features is its powerful Reports & Analytics engine that is designed to produce real-time reports from the aggregated data.


Our approach is to communicate in firm’s specific terminology, understand its business process, map it to the available functionality and customize the solution if needed

The offering also furnishes an intuitive and ‘easy-to-use’ interface with accessibility via browser, tablet or mobile app. “It has been designed with an objective to on-board the end users with minimal training so that they can easily understand and adopt the technology in their day-to-day business. PE Front Office’s ease of use is evident from the fact that once on-boarded, none of our clients have requested for a second training session,” informs Ankur.

PE Front Office takes pride in its offering as it is cost-effective, promises the shortest implementation cycle in the industry using Agile methodology and integrates easily with any third-party data information source system, making it the ideal solution.

Global Foot-print
Over the years, the company has expanded its presence covering different market segments and geographies delivering a solution for Alternate Asset industry. PE Front Office has worked with several renowned businesses and has market presence across India, Singapore, Hong Kong, South Africa, Middle East and UK. Envisioning increasing its global footprint, the company plans to penetrate the US and European markets as well.