Prepare the IC pack
Assemble the opportunity, data room index, financial material, risks, open questions, and decision context for review.
Private equity / deal and portfolio administration
PE work is deal and portfolio administration, not only the thesis.
We build private workflows that organize data room indexes, investment committee packs, portfolio reviews, covenant trackers, and follow-up records. The workflow prepares the administration; investment decisions and final judgment stay with the firm and its investors.
Data room indexIC packsPortfolio reviewsCovenant tracker
Pattern demonstration / same workflow, synthetic material
Fixed-scope setupClient-owned accountsDraft-and-review firstFull handover
Where PE time disappears
The deal and portfolio record is spread across files.
Before and after a decision, the firm rebuilds the same context: documents, questions, commitments, and follow-ups.
Keep the review pack
Organize quarterly performance, operational updates, management calls, and follow-ups for each portfolio company.
Connect the commitments
Track covenants, reporting dates, capital calls, distributions, and action owners in one reviewable record.
The investment boundary
The system prepares the file. It does not make the investment.
The firm and investors decide
The workflow assembles material. Investment, divestment, and governance decisions stay with the firm and its committees.
Qualified advisers own positions
Legal, tax, valuation, and diligence conclusions remain with the firm's qualified advisers.
Deal material stays scoped
Data rooms, portfolio records, and investor material are separated by permission and confidentiality.
A first PE workflow
Start with one recurring administration pack.
Choose the artifact
Pick the IC pack, data room index, portfolio review, or covenant tracker the team rebuilds most.
Map the sources
List documents, systems, owners, and review dates behind the pack.
Test with a live deal
Run the workflow on a current transaction or portfolio company and check completeness and access.
Hand over the follow-ups
Deliver the pack, evidence index, and open actions to the responsible deal or portfolio lead.
PE administration is stronger when the decision pack and the follow-up record stay connected.
Why trust Pristine3D?
We build and operate production software.
Pristine3D Ltd builds and operates live digital products, and we run private AI workflows internally as part of our own operations. We scope around your real workflow: the documents you own, the questions your team asks, and the access boundary you approve. Based in Lagos, Nigeria, we work remotely with clients worldwide.
We already run live products
Based in Lagos, Nigeria, Pristine3D currently builds and operates smartcards.ng, venu.ng, photoshoot.ng, and ugc.ng in production.
We start with the actual workflow
One input, one output, one test set, and one person who owns the result. We scope a real workflow instead of a transformation programme.
The boundary stays visible
Cloud, model, storage, and messaging accounts stay in your name. The chosen data path, access rules, test record, documentation, and training are part of the agreed scope.
Pricing / fixed scope
Know the starting numbers before you ask.
The final quote follows the workflow. Infrastructure and model bills stay on your accounts.
One Workflow
Starting from$3,500 / ₦2.5m
2 to 3 weeksOne workflow for a small team, with training and handover.
See the one-workflow packageFirm-wide
Starting from$7,500 / ₦8m
4 to 6 weeksMultiple sources, roles, integrations, and admin handover.
See the deploymentAnnual support
Starting from$3,000 / ₦1.5m
per yearStandard care for one delivered workflow. Optional. Larger deployments and active monitoring are separately scoped.
See supportArchitecture review from $500. Standard annual support is $3,000 / ₦1.5m per year for one delivered workflow. New workflows, integrations, active monitoring, and infrastructure are separately scoped; infrastructure, model, storage, and messaging bills stay on client accounts. Full pricing and what changes the quote
Straight answers
Common questions.
Does this recommend investments?
No. It prepares deal and portfolio administration. Investment judgment stays with the firm and its committees.
Can it access a data room automatically?
Only where scoped and approved. Source access, permissions, and confidentiality are agreed before material enters.
How is this different from the CFO page?
That page covers a finance leader's internal pack. This page is the PE firm's deal and portfolio administration layer.
Own your knowledge base
The model is not the product. The knowledge base is.
Documents, the retrieval index, access rules, and the workflows built around them are the asset, and they compound. We deploy so the knowledge base stays yours: on your accounts, in the environment you choose, under access rules your team defines. The model behind the answers is a connector, so the knowledge base moves with you, not with a vendor.
Your corpus, your index
The document store, metadata, and retrieval setup live on accounts you own. No vendor holds the corpus.
Models are swappable parts
Change the model provider, move regions, or go local without rebuilding the knowledge base or the workflow.
The knowledge base is the alpha
Every improvement to the corpus improves the answers, and the improvement stays with you, not with a vendor.
Keep exploring
Related setups.
Start with the administration
Which PE pack takes the team longest?
Tell us the pack, the sources, the decision owner, and the access boundary. We will scope a workflow around the records the firm already holds.