AllRounds PCMS - Venture Capital Firm Edition

Venture capital firms are buying AllRounds PCMS because they need an integrated system to help them:

Clearly understand their company, fund, and portfolio ownership interests in the face of wildly varying terms and conditions across up and down rounds.
Evaluate their payouts and returns across multiple exit scenarios.
Reduce the time they spend gathering information from portfolio companies and reporting to their limited partners.
Raise funds faster with less work.
Manage deal flow more effectively.

AllRounds Private Capital Management System (PCMS) helps you automate your internal - and external - private equity and debt workflows and data flows. This saves you time and money, reduces risk, and increases capabilities and opportunities.

You may subscribe to one or more of the following inter-networked, hosted, on-demand, pay-as-you-go AllRounds PCMS software applications:

Limited Partner Manager helps you:
- manage, communicate with, and analyze the pipeline of limited partners, including accreditations and indications of interest
- manage the fundraising process, including managing due diligence
- manage the confidential due diligence and investment documents
- convert indications of interest into capital commitments
- manage and communicate with existing limited partners
- comply with capital regulations, including SEC Regulation D
Deal Manager helps you:
- manage, communicate with, and analyze the pipeline of deals, and their contacts and referrers
- manage the deal process, including managing due diligence
- manage the confidential due diligence and deal documents
- manage and communicate with existing deals, and their contacts and referrers
Capitalization Manager helps you:
- show market cap history chart(s) for company(s) based on valuations and transactions of common stock, preferred stock, convertible debt, debt, options, and warrants
- show price history charts for common stock, preferred stock, convertible debt, debt, options, and warrants
- create accurate pre-, in-progress, and post-financing cap tables, with detail for each class and each (anonymized, if you wish) investor
- compare the cost of capital for equity and debt financing alternatives, including common shares, preferred shares, options, warrants, convertible debt, and debt
- generate draft term sheets and purchase agreements
- analyze the impact of equity and debt financing alternatives on different stakeholders, including analyzing waterfalls and dilution
- analyze future equity and debt financing alternatives, including analyzing waterfalls and dilution
- analyze future liquidity alternatives, including mergers and sales and analyzing their waterfalls and dilution
- establish justifiable valuations, and share and option prices using multiple methods, including Probability Weighted Expected Return Method (PWERM), Option Pricing Method (OPM), financings, and secondary market transactions
- manage stock options, including vesting schedules, grants, and exercises
- establish justifiable stock option expensing
- set workflow and rules for, and monitor, your Private Capital Exchange for secondary trades and/or primary issuances, including rights of first refusal, co-sale rights, and bid/offer constraints for common stock, preferred stock, convertible debt, debt, options, and warrants
- comply with capital regulations, including FAS 123(R), FAS 157, IRC 409A, and SEC Regulation D
Fund Manager helps you:
- show fund value history chart(s) for fund(s) based on valuations and transactions of common stock, preferred stock, convertible debt, debt, options, warrants, and other assets
- show partnership unit price history chart(s) for fund(s)
- manage funds, including clawbacks, carries, and dividends
- establish chart of accounts
- manage capital accounts, commitments, and calls
- manage journal entries, including memorized and recurring
- allocate to partners, including management fees, operating expenses, interest income, realized gains, unrealized gains
- set workflow and rules for, and monitor, your Private Capital Exchange for secondary trades and/or primary issuances, including rights of first refusal, co-sale rights, and bid/offer constraints for partnership units
Portfolio Manager helps you:
- show portfolio value history chart(s) for portfolio(s) based on valuations and transactions of common stock, preferred stock, convertible debt, debt, options, warrants, and other assets
- analyze and manage portfolio risk/reward/performance
- manage capital deployment over time
For the AllRounds PCMS modules you've licensed, Syndication Manager enables you to selectively share - in real time - the information you choose with the affiliates you choose, and receive - in real time - the information your affiliates have shared with you.
Limited Partner Portal enables you to interact with prospective and current limited partners in any of the following ways. Limited partners with whom you're connected via the Syndication Manager need not use the Investor Portal, as all these interactions will show up within their instance of AllRounds PCMS.
- show fund value history chart(s) for fund(s) based on valuations and transactions of common stock, preferred stock, convertible debt, debt, options, warrants, and other assets
- show partnership unit price history chart(s) for fund(s)
- ensure accredited investor status
- share due diligence information for a fund
- share term sheets for a fund
- collect indications of interest for a fund
- share purchase agreements for a fund
- share information on funds, portfolios, investments, and news
- preview and issue capital calls
- show capital commitments, calls issued, and calls fulfilled
- solicit feedback and input from limited partners
- collect votes from limited partners on matters requiring them
- enable limited partners to view current IRR on investment(s), as well as calculate future IRRs given various market values over various timeframes
- use Private Capital Exchange to enable limited partners to participate in secondary trades and primary issuances of partnership units within the constraints imposed in Fund Manager
- comply with capital regulations, including SEC Regulation D
Company Portal enables you to interact with prospective and current private companies in any of the following ways. Companies with whom you're connected via the Syndication Manager need not use the Company Portal, as all these interactions will show up within their instance of AllRounds PCMS.
- accept applications for investment
- receive due diligence information for a proposed financing
- share or receive term sheets for a proposed financing
- submit, or share indications of interest for a proposed financing
- share or receive purchase agreements for a proposed financing
- receive information on cap tables, financials, business metrics, and news
- solicit, provide, or share feedback and input from companies