In talking with the many participants that comprise the private capital industry, AllRounds has learned that they want to save time and money, reduce risk, and increase opportunity. As to how to accomplish this, one theme that keeps surfacing in our discussions is that the participants want to significantly improve the effectiveness of the private equity and debt management workflows and data flows that exist inside - and between - each of them.
AllRounds Private Capital Management System (PCMS) is a family of inter-networked, hosted, on-demand, subscription software applications that do just that for the following private capital industry participants: [click one to learn more]
AllRounds PCMS helps private companies significantly improve how they:
- manage and analyze the pipeline of investors, including accreditations and indications of interest
- comply with capital regulations, including FAS 123(R), FAS 157, IRS 409A, and SEC Regulation D
- create and selectively distribute accurate pre-, in-progress, and post-financing cap tables, with detail for each class and each investor
- establish justifiable stock option expensing
- establish and selectively distribute justifiable valuations and share prices using multiple methods, including at each financing, stock option grant, and secondary market transaction
- manage the financing process, including managing due diligence
- manage and distribute the confidential equity and/or debt financing documents
- syndicate the financing to selected investors
- compare the cost of capital for equity and debt financing alternatives, including common shares, preferred shares, options, warrants, convertible debt, and debt
- analyze the impact of equity and debt financing alternatives on different stakeholders, including analyzing waterfalls and dilution
- manage and communicate with investors
- manage stock options, including vesting schedules, grants, and exercises
- 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
AllRounds PCMS helps venture capital firms and angel funds significantly improve how they:
- manage and analyze the pipeline of limited partners, including accreditations and indications of interest
- manage and analyze deal flow
- comply with capital regulations, including FAS 123(R), FAS 157, IRS 409A, and SEC Regulation D
- get accurate pre-, in-progress, and post-financing cap tables, with detail for each class and each investor
- get justifiable stock option expensing
- establish and/or get justifiable valuations and share prices using multiple methods, including at each financing, stock option grant, and secondary market transaction
- manage the deal process, including managing due diligence
- manage and distribute the confidential equity and/or debt deal documents
- syndicate deals to selected affiliates
- compare the cost of capital for equity and debt financing alternatives, including common shares, preferred shares, options, warrants, convertible debt, and debt
- analyze the impact of equity and debt financing alternatives on different stakeholders, including analyzing waterfalls and dilution
- manage and communicate with limited partners
- manage fund accounting
- manage fund/capital deployment over time
- analyze and manage portfolio risk/reward/performance
- 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
AllRounds PCMS helps private placement agencies, broker/dealers, mergers & acquisitions firms, investment banks, and angel groups significantly improve how they:
- manage and analyze the pipeline of investors, registered investment funds, and companies, including accreditations and indications of interest
- manage and analyze deal and registered investment fund flow
- comply with capital regulations, including FAS 123(R), FAS 157, IRS 409A, and SEC Regulation D
- get accurate pre-, in-progress, and post-financing cap tables, with detail for each class and each investor
- get justifiable stock option expensing
- establish and/or get justifiable valuations and share prices using multiple methods, including at each financing, stock option grant, and secondary market transaction
- manage the deal process, including managing due diligence
- manage and distribute the confidential equity and/or debt deal documents
- syndicate deals to selected affiliates
- compare the cost of capital for equity and debt financing alternatives, including common shares, preferred shares, options, warrants, convertible debt, and debt
- analyze the impact of equity and debt financing alternatives on different stakeholders, including analyzing waterfalls and dilution
- manage and communicate with investors, registered investment funds, and companies
- analyze and manage portfolio risk/reward/performance
- 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
AllRounds PCMS helps valuation services firms, law firms, accounting firms, and financial operations consulting firms significantly improve how they help their clients:
- manage and analyze the pipeline of investors, limited partners, registered investment funds, and companies, including accreditations and indications of interest
- manage and analyze deal and registered investment fund flow
- comply with capital regulations, including FAS 123(R), FAS 157, IRS 409A, and SEC Regulation D
- create and selectively distribute and/or get accurate pre-, in-progress, and post-financing cap tables, with detail for each class and each investor
- establish or get justifiable stock option expensing
- establish and selectively distribute and/or get justifiable valuations and share prices using multiple methods, including at each financing, stock option grant, and secondary market transaction
- manage the financing, investing, or deal process, including managing due diligence
- manage and distribute the confidential equity and/or debt financing, investing, or deal documents
- syndicate financings, investments, or deals to selected affiliates
- compare the cost of capital for equity and debt financing alternatives, including common shares, preferred shares, options, warrants, convertible debt, and debt
- analyze the impact of equity and debt financing alternatives on different stakeholders, including analyzing waterfalls and dilution
- manage and communicate with investors, limited partners, registered investment funds, and companies
- manage fund accounting
- manage fund/capital deployment over time
- analyze and manage portfolio risk/reward/performance
- manage stock options, including vesting schedules, grants, and exercises
- 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