Private Equity

From fund oversight to exit - Vernias delivers the complete operating stack for PE firms. AI-powered deal sourcing, institutional financial models, live portfolio monitoring, and automated LP reporting, all connected in one platform.

10×Faster deal research
Weeks → HoursLP report generation
4–6 wksTime to live deployment

The Full Investment Lifecycle, In One Platform

From fund overview to quarterly LP reporting - funds, deal pipeline, portfolio companies, financial models, AI research, enterprise search, and automated reports, all connected.

Fund Management & Oversight

A Bloomberg-style fund dashboard with every performance metric your investment team needs. Track NAV, committed capital, dry powder, TVPI, and IRR across all strategies in one view.

  • Total NAV & AUMReal-time fund-level net asset value
  • Dry PowderLive deployed vs. committed capital and pacing
  • DPI, TVPI & IRRWeighted performance across all vintage years
  • Strategy AllocationPie chart breakdown by strategy - buyout, growth, credit
  • NAV by FundBar chart comparing NAV across all active funds
  • Table & Card GridSwitch views and drill through to individual fund pages
See It Live
Fund Dashboard Live
5
Total Funds
3
Active
4
Strategies
£3.2B
Total NAV
£4.8B
Committed
£620M
Dry Powder
2.4x
Wtd TVPI
21.8%
Wtd IRR
FundVintageStrategyCalledDPITVPIIRR
Vernias Fund III2022Buyout72%1.2x2.1x24.3%
Vernias Fund II2018Growth100%2.1x3.0x19.6%
Credit Opps I2020Credit85%0.8x1.6x12.4%

Intelligent Deal Pipeline & CRM

Track every deal from initial screening through close. A sortable data table is the default view, with a Kanban board available for a visual stage overview. Deal desk assignment, stage tracking, and AI-assisted sourcing notes keep your team aligned.

  • Table & Kanban ViewsTable is the default; switch to Kanban for a visual stage overview
  • Stage TrackingProspecting → IC Review → Due Diligence → Closed
  • Filters & SearchFilter by sector, deal desk, or search by company name
  • Stats StripTotal deals, active, closed, pipeline value, and avg deal size
  • Document VaultPer-deal document storage with version control
  • AI Deal SummariesAuto-generated summaries from uploaded CIMs
See It Live
Deal Pipeline Table View
27
Total Deals
14
Active
8
Closed
£1.2B
Pipeline Value
£380M
Closed Value
£88M
Avg Deal Size
CompanySectorDeskStageEV
Apex IndustrialsIndustrialsGrowthDue Diligence£320M
Meridian HealthHealthcareBuyoutIC Review£210M
TechCo HoldingsSoftwareGrowthProspecting£85M

Portfolio Company Monitoring

Live dashboards for every portfolio company across all funds. Track MOIC, IRR, equity invested, and unrealised value at a glance - and drill into any company with a single click.

  • Avg MOIC & Wtd IRRPortfolio-wide return metrics in real time
  • Equity Invested vs. Current ValueLive unrealised P&L and total unrealised gain
  • Filters & SearchFilter by sector, status, or search by company name
  • Table & Grid ViewsSwitch between sortable table and visual grid instantly
  • Company Detail PagesKPIs, board notes, documents, and entry model comparison
  • Variance AlertsAutomated alerts when performance deviates from your entry model
See It Live
Portfolio Companies 18 Active
24
Companies
18
Active
7
Sectors
£1.9B
Equity Invested
£4.2B
Current Value
£2.3B
Unrealised
2.8x
Avg MOIC
24.3%
Wtd IRR
Apex IndustrialsIndustrials3.2x
GreenPath EnergyEnergy2.6x
Meridian HealthHealthcare1.8x
NorthBridge RetailConsumer1.1x

Integrated Financial Modelling Suite

Institutional-grade financial models built directly into the platform - no more emailing Excel files. Run LBOs, DCFs, public comps, and generate AI-drafted IC memos without leaving your deal workflow.

  • LBO AgentChat-driven - select a pipeline deal, upload docs, run sensitivity
  • DCF ModelMulti-year projections, WACC, terminal value, and scenarios
  • Comparable CompaniesEV/EBITDA, P/E, EV/Revenue public trading comps
  • Precedent TransactionsM&A deal benchmarking and acquisition premia analysis
  • IC Memo AgentAI-drafted investment committee memos from deal data
  • NPV AnalysisProject and infrastructure return modelling
See It Live
LBO Agent - Apex Industrials
Entry EV/EBITDA9.5x
Exit EV/EBITDA10.0x
Hold Period5 yrs
Leverage5.5x
Gross IRR24.6%
Gross MOIC3.0x
Equity Invested£148M
Bear
18.2%
Base
24.6%
Bull
31.4%

AI-Powered Company Research

Generate comprehensive company intelligence reports in seconds - financials, leadership, competitors, ESG, market sentiment, and risks, all sourced from live web data and your internal documents.

  • FinancialsRevenue, EBITDA, margins, and key financial metrics
  • Competitive LandscapeLive competitor identification and benchmarking
  • Leadership & ManagementTeam profiles, tenure, and background checks
  • ESG & SustainabilitySustainability profile and regulatory compliance overview
  • Risks & LitigationLegal, regulatory, and reputational risk flags
  • 9 Research DomainsNews, market sentiment, products & tech, social media, and more
See It Live
Company Research - Apex Industrials
Financials
News & Press
Leadership
Competitors
ESG & Sustainability
Market Sentiment
Products & Tech
Risks & Litigation
Social Media

Vernias Brain - Unified AI Search

One intelligent interface to query your entire platform. Ask questions in plain English - Vernias Brain searches your portfolio data, fund KPIs, deal pipeline, and knowledge base simultaneously.

  • Natural Language QueriesAsk anything in plain English across all platform data
  • Portfolio KPIsNAV, IRR, TVPI, and dry powder on demand
  • Pipeline Queries"What deals are currently in Due Diligence?" - instant answers
  • Document UploadAttach PDFs, DOCX, CSV, or TXT and ask questions over them
  • Live Market DataCurrent PE deal multiples and sector conditions
  • Session HistoryPersistent conversations organised by today, yesterday, last 7 days
See It Live
Vernias Brain AI
Show me total NAV, IRR, TVPI, and dry powder
What deals are currently in Due Diligence?
Which funds have the highest IRR this vintage?
What are current PE market conditions in Q1 2026?
Ask anything about your portfolio...

Automated Reporting & LP Dashboards

Generate investor-grade LP reports, fund performance dashboards, and management packs automatically on a schedule. Fully branded, exportable, and role-gated per LP.

  • Quarterly LP ReportsScheduled generation in PDF or Excel, distributed automatically
  • Fund Performance AttributionLive dashboards with charts and returns breakdown
  • Deal Pipeline DashboardPortfolio KPI tracking and variance vs. plan
  • Email DistributionSend reports to LP recipients with delivery confirmation
  • Secure LP PortalRole-gated access - each investor sees only their own data
  • Custom BrandingFirm logo and branding applied to all exported documents
See It Live
Reports & Dashboards
Quarterly LP Report - Fund III
Generated 1 Apr 2026 · Sent to 14 LPs
Sent
Fund Performance Attribution
Generated 31 Mar 2026 · PDF
Ready
Deal Pipeline Dashboard
Scheduled · quarterly
Scheduled
ESG & Impact Report
Live dashboard · 11 viewers
Live

One Platform. The Entire Investment Lifecycle.

Each module is purpose-built - and every module feeds the next. Data flows automatically from sourcing through to LP reporting, with no manual re-entry.

Funds
NAV · TVPI · IRR
Pipeline
Sourcing · Screening
Research
AI Diligence · CIM
Models
LBO · DCF · IC Memo
Portfolio
KPIs · MOIC · IRR
Reports
LP Updates · PDFs

Built to Eliminate the Pain PE Teams Know Too Well

Every feature exists because a deal team was wasting time doing it manually. We've replaced the four biggest drains on PE associates' time.

Before

Dozens of Excel LBO files, no version control, errors in IC presentations

After

Live LBO Agent in the platform - select a deal, run sensitivity, share instantly

Before

Quarterly LP reports take 3–4 weeks of associate time to compile and format

After

Automated quarterly reports generated in hours, distributed to LPs in one click

Before

Hours of manual research per target - news, competitors, financials, management

After

Full company intelligence report - 9 domains - generated in under 60 seconds

Before

Portfolio KPIs arrive late via email, with no consistent format or alerting

After

Live company dashboards with automated variance alerts vs. your entry model

Ready to Modernise Your PE Firm?

Join forward-thinking private equity teams who've replaced spreadsheets with a platform built for the way deals actually get done.

Get in Touch