Technology is now central to how private equity firms raise capital, manage investor relationships, and oversee portfolio operations. As firms scale and engage a broader range of LPs, the need for integrated, efficient, and future-ready systems has never been greater. That’s why we launched our Buyer’s Checklist earlier this year.
Now, as we head into the final quarter, we’re releasing an updated version designed to help private capital managers ask the right questions when evaluating technology providers across onboarding, reporting, distribution, portfolio monitoring, ESG, and more. Each section outlines key considerations that matter during platform selection, helping you benchmark solutions based on operational needs, team workflows, and long-term strategic goals.
Version 2.0 expands the checklist to reflect the evolving needs of private markets firms, with dedicated sections covering:
- Platform
- Product Distribution
- Data Room & Investor Portal
- CRM
- Onboarding, SubDocs & KYC/AML Compliance
- Portfolio Monitoring
- Value Creation & ESG
- Fund Management
- Investor Reporting
- Implementation & Support
- Security
- Administration & Internal Reporting
- Pricing
Simply enter your details below to receive your copy in an interactive PDF format and an Excel format, which is fully filterable and ideal for internal reviews, vendor evaluations, and RFPs. Be sure to tick the marketing consent to receive the documents by email.
We hope these user-friendly documents support your platform selection process and help you make decisions that enable long-term growth and efficiency.
Checklist updated by Henry Reynolds, CEO of Bite Stream.
Disclaimer: This article is made available by BITE Investments (UK) Limited (“Bite UK”), a company incorporated in the United Kingdom (company registration number 11706620) with its registered office at 28 Ecclestone Square, London SW1V 1NZ. The information contained in this article (the “Information”)) is for informational purposes only and may not be relied upon for the purposes of evaluating the merits of investing in any shares, other securities, limited partnership interests or other interests in any funds listed or referred to in the article or for any other purpose. The Information does not constitute an offer to acquire any limited partnership interests, shares or other securities, make any investment or to provide any fund management services or any investment advice of any kind, nor does this article constitute an invitation to invest, directly or indirectly, in any company or collective investment scheme, or to undertake to do so. Reliance on the Information for the purpose of engaging in any investment activity may expose the investor to a significant risk of losing all of the money invested. Nothing in this article is to be construed, and shall not be relied upon as legal, regulatory, credit, business, tax or accountancy advice. The Information may change and there shall be no obligation on the part of Bite UK to update any of the Information. Data and facts used in this article are derived from sources which are considered to be reliable and have been compiled using Bite UK’s best knowledge. However, Bite UK does not guarantee the correctness of the Information. This article and the Information are strictly confidential and are used exclusively for a limited number of addresses. Reproduction of this article or the dissemination of this article, or the Information, to third parties, is not permitted.
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