Private Company Solutions
IPREO’S PRISM PLATFORM is the only holistic cloud-based solution that empowers private companies to manage compliance, securely communicate with 3rd parties, effectively execute capital raising and liquidity events, and perform analytics to drive decision making
PRIVATE COMPANIES FACE UNPRECEDENTED CHALLENGES...

As private companies remain private longer and the line between public and private markets continues to blur, distinctive solutions are required to answer critical questions:

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Compliance

Compliance

As the SEC intensifies its focus on the private markets, ‘compliance’ feels like a moving target. How do we establish a governance program that stays on top of regulation?

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Capital Raising & Secondary Liquidity

Capital Raising & Secondary Liquidity

We need capital to scale and liquidity to retain talent. How can we address both needs and maintain control?

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Shareholder Management

Shareholder Management

As the business scales and disclosure requirements mount, how can we automate a reporting process that does not put sensitive information at risk?

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Performance Benchmarking

Performance Benchmarking

Efficient capital allocation is critical to growth. How do best-in-class companies of similar scale balance expenditure? Where can I access performance benchmarks that enable data-driven investment decisions?

STAY COMPLIANT

RELY on Prism to provide a cost-effective technology platform that enables private companies with best-in-class compliance and corporate governance solutions

STAY COMPLIANT
MANAGE SHAREHOLDER DEMANDS

MANAGE SHAREHOLDER DEMANDS

MAINTAIN the highest standard of information control via a secure document/data repository that generates custom reports and automates one-to-many communication

EXECUTE CAPITAL RAISING

ACCESS trillions of high-quality ready-capital and streamline the transaction process via holistic capital raising and secondary liquidity workflows

EXECUTE CAPITAL RAISING
OPTIMIZE PERFORMANCE

OPTIMIZE PERFORMANCE

DRIVE business decisions with proprietary performance benchmarks and analytics using defensible data to derive accurate valuations, manage capital tables, and perform waterfall modeling across a range of outcome scenarios

Learn more about how our solutions can support your success
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laurence-tosi-airbnb
Laurence Tosi
CFO & President Airbnb, Ipreo Founder
“Ipreo’s Prism solution brings control, security and automation and solves the demands on private companies with an intuitive workflow process, permissioning and flexible document control. This product joins a long history of Ipreo innovations that have changed industries by creating attached networks for informational sharing and transactions.”
airbnb
“At our members requests, iCapital Network has been highly focused on improving the process of investing in private companies for high-net-worth investors and their key advisors. In our view, Ipreo's new Private Company platform aims to provide a higher degree of transparency, connectivity and information around these types of transactions at a time when portfolio diversification is particularly important.”
icapital-network
lawrence-calcano-icapital-network
Lawrence Calcano
CEO
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Matt King
CFO
“As private companies remain private longer and investor reporting requirements grow, management teams need confidence their data is protected. As a secure platform that automates one-to-many reporting and provides a communication audit trail, the Ipreo solution eliminates manual processes and enables me to seamlessly protect and share sensitive information.”
fanduel
“At a time of increasing cyber-risk, firms can better manage and protect their key data by moving to Ipreo’s secure platform from the email-based document and data sharing model still used by most companies today.”
blackstone
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William Murphy
Chief Technology Officer
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Jeetu Patel
Chief Strategy Officer
“Ipreo is disrupting financial services with technology as its competitive advantage and we’re thrilled to be part of their innovation. Prism is a digital experience that transforms how private companies communicate with shareholders and raise capital.”
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