Private Equity: Drive Value Across Your Portfolio

Empower firm-wide visibility, streamline deal execution, and support portfolio company transformation

Customer Story: Global Private Equity Firm

A Multi-National Investment Bank Tackles Complex Accounting Processes & Positions Itself for Growth with Dynamics 365 Finance and HSO

Data & AI: Powering Smart Private Equity

Activate unified insights and AI-driven intelligence to accelerate deals, streamline reporting, optimize performance, and drive portfolio growth.

Challenges

We understand Private Equity. 

Private equity firms face constant pressure to move fast, make smart decisions, and deliver value. But fragmented systems and manual processes often stand in the way. Microsoft’s cloud platform brings the visibility, automation, and agility needed to drive performance across the firm and its portfolio.

 

In private equity, you have to efficiently manage investor relationships throughout the entire life cycle of a deal. With HSO’s solutions for Private Equity, you can track and manage investors and deals--managing contract workflow, building and tracking fundraising pipelines, tracking potential investments, managing investor reporting, capital calls, and distributions, and more.

If you’re a fund manager or institutional investment professional, you get the tools you need to grow and manage assets—in the office or on mobile. You can proactively manage your investor pipeline and complex client relationships, and also comply with regulations. Communications are streamlined, freeing up your time to work on making your clients successful.

TRANSFORMATIONAL PRIVATE EQUITY

HSO & Microsoft

Empowering your Private Equity firm to thrive in the digital age

 

Built on Microsoft Dynamics 365, fsi360 is the most modern, comprehensive marketing, business development, finance and relationship intelligence suite in the industry

Fund Accounting

A single, integrated solution that supports complex fund family structures, enabling the management of the reimbursable expenses of those structures:

  • Get a complete audit trail, from the fund entity through the fund structure, across to the management company to the original Accounts Payable transaction and invoice copy
  • Manage financial processes for expense allocation and/or fund accounting, depending on your requirements
  • Use it as a single, end-to-end solution for all your needs or integrate it with the fund accounting tools your management companies use
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Benefits

Accelerate Performance. Maximize Value.

See how modern tools deliver clarity, speed, and growth across your entire private equity operation
  • 1

    A Unified View Across Funds and Portfolio Companies

    Consolidate financial, operational, and performance data in a central platform—supporting real-time insights, proactive risk management, and stronger decision-making.

  • 2

    Streamlined Deal Management and Collaboration

    Use Microsoft Dynamics 365 Sales and Power Platform to track pipeline activity, automate due diligence tasks, and ensure seamless handoff from deal teams to operations.

  • 3

    Efficient, Automated Investor Reporting

    Generate accurate, timely, and customized investor reports with Power BI, Excel integrations, and data automation.

  • 4

    Modern Financial Management for Back-Office Excellence

    Replace legacy systems with Dynamics 365 Finance and Business Central to support fund accounting, compliance, expense management, and real-time forecasting.

  • 5

    Accelerated Digital Transformation for Portfolio Companies

    Establish repeatable ERP, CRM, and analytics templates using Microsoft technologies to help portfolio companies modernize faster and at lower cost.

  • 6

    Data-Driven KPIs and Performance Benchmarks

    Create standardized dashboards across portfolio companies using Power BI and Microsoft Fabric to monitor growth, profitability, cash flow, and operational performance.

  • 7

    Secure, Compliant Cloud Architecture

    Protect sensitive data with role-based access controls, encryption, and Microsoft’s industry-leading compliance certifications across Azure.

  • 8

    AI-Driven Productivity and Insight

    Use Microsoft Copilot across Dynamics 365, Power Platform, and Microsoft 365 to reduce manual effort, accelerate analysis, and surface insights for faster decision-making across the firm.

Multiple Entities? Complex Consolidations? No Problem.

Private equity firms with multiple legal entities and global operations face challenges in managing them. Processes are complicated, time-consuming, and error-prone, and regulatory scrutiny is more intense than ever. 

HSO’s fsi360 solution for Multi-Entity Financial Management provides everything you and your finance team need to effectively and efficiently automate the processes involved in the setup and maintenance of multiple entities.

  • Consolidate hundreds of entities on multiple levels in minutes and with just a couple of clicks, regardless of complexity
  • Build workflows that support master data management and segregation of duty, simplifying and securing processes
  • Manage multi-entity transaction imports with a single workflow
  • Take advantage of robust, flexible fund accounting
  • Set up entities quickly and keep them synchronized

The advanced features in this solution not only automate processes and save time; they also increase the accuracy of financial data and help keep you in compliance, while at the same time providing better visibility for faster, smarter decision-making.


PRIVATE EQUITY SUCCESS STORIES

Private Equity Customers

We help Private Equity firms thrive

Reporting transparency and data accessibility were big gains from this project. These improvements translated into the investor relations team gaining a mastery of data; enabling them to continuously raise the bar of white-glove service they deliver to their super-investors.

Matthew Case Consulting Director at HSO, on the impact of the Investor Relations project

The HSO Approach

We combine deep financial services industry expertise with innovative technology to deliver tailored solutions that drive success.

PRIVATE EQUITY RESOURCES

Learn More About HSO and Private Equity

Explore our extensive library of resources for Private Equity firms

Unlock Portfolio-Wide Intelligence with HSO's AI Briefing for Private Equity Firms

Private Equity firms need faster insights, streamlined operations, and real-time visibility across complex portfolios. But siloed systems and manual processes make scalable value creation difficult.

AI changes the equation. From due diligence to exit planning, it automates workflows, surfaces opportunities, and drives better decisions. But capturing that value starts with a clear plan.

In just a few hours, this session helps your team understand AI fundamentals and uncover high-impact use cases for PE. You’ll leave with:

  • A clear view of AI opportunities across fund, firm, and portfolio operations

  • Practical guidance for building a focused adoption roadmap

  • Insight into Microsoft’s AI tools—Power Platform, Fabric, Azure AI

  • Confidence to move from exploration to execution with a partner who knows private equity

Whether you're just starting or ready to scale, this session is your first step toward turning AI into real advantage.

Learn More About HSO's AI Briefing

Contact Us

Let's talk about how we can help ensure long-term success for your Private Equity firm.

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