Private equity

Private equity operations software that enforces execution at scale

Q: How does Process Street help private equity teams manage operations?

We turn your fund and portfolio workflows into structured, trackable processes, so you scale operations without adding headcount or losing oversight.

Q: Can I use Process Street for post-close integration and playbooks?

Yes. You can build post-close workflows, assign responsibilities, and ensure repeatable execution across portfolio companies.

Q: Is Process Street secure for deal and financial data?

Yes. We are SOC 2 Type II and ISO 27001 certified. Your data is encrypted, role-based, and fully auditable.

Q: Does Process Street support investor reporting workflows?

Yes. Many PE teams use Process Street to automate LP reporting, capital calls, and investor updates with approval workflows and logging.

Q: Can I manage multiple funds or portfolios within Process Street?

Absolutely. Workflows can be structured by fund, portfolio, or company, with permissions and reporting tailored to each.

Q: Do I need IT to set up or manage workflows?

No. Process Street is fully no-code, your operations, finance, or investor relations teams can own and update workflows themselves.

Process Street helps private equity teams streamline operations, enforce compliance, and drive value across portfolio companies, without adding operational overhead.

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Trusted by more than 3000 companies

Compliant teamwork, one platform

Managing complex workflows across funds, investments, and portfolio companies demands control and clarity. Process Street is private equity operations software that standardizes processes, enforces accountability, and builds audit-ready documentation automatically.

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Deal execution & pipeline tracking

Turn deal stages into structured workflows. Assign tasks, track progress, and log every approval.

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Investment committee workflows

Automate IC prep, route investment memos, and manage feedback and signoffs in one system.

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Post-close integration & playbooks

Standardize integration workflows, track post-close milestones, and automate onboarding of new portfolio companies.

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Portfolio company onboarding & success

Create repeatable workflows to guide onboarding, reporting, and operational alignment with portfolio leadership.

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Meet Cora,
your AI compliance agent

AI-powered compliance, policy, and workflow automation, always up-to-date, always audit-ready.

Creates policies Instantly generate ISO, SOC 2, and HIPAA-compliant policies.
Builds workflows Transform static documents into actionable, trackable workflows.
Monitors regulations Stay ahead of regulatory changes with real-time updates.
Audits automatically Cora flags compliance gaps and keeps your documents aligned.

Compliance isn’t static anymore.

With Cora, your policies, procedures, and workflows stay living, dynamic, and audit-ready automatically.

Discover how Cora works

LP reporting & communications

Automate the generation, approval, and delivery of investor updates, capital calls, and quarterly reporting.

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Compliance, risk, and audit readiness

Run internal controls, compliance checks, and documentation workflows that generate audit-ready trails.

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Document control & approvals

Centralize document workflows for NDAs, contracts, and investment memos with automated review and version control.

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Operational due diligence

Build diligence checklists for financial, legal, and operational review, assign tasks, track progress, and retain all records.

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Use case

Intern and director onboarding, compliance

Company size

Mid-sized venture capital firm

Industry

Venture Capital, Finance

How 1818 Venture Capital reduced onboarding time by 80% with Process Street

Challenge

Manual processes caused onboarding delays, compliance risks, and workflow inefficiencies.

Solution & impact

1. Cut intern onboarding from 1 week to 1 day
2. Standardized compliance and investor workflows
3. Automated task reminders and improved team handoffs

Read the case study

Frequently asked questions

Can't find the answer you need? Contact our support team.

How does Process Street help private equity teams manage operations?

Can I use Process Street for post-close integration and playbooks?

Is Process Street secure for deal and financial data?

Does Process Street support investor reporting workflows?

Can I manage multiple funds or portfolios within Process Street?

Do I need IT to set up or manage workflows?

Unwavering security & compliance

Your data's security and privacy are our top priorities. We adhere to the strictest data protection and compliance standards, allowing you to concentrate on delivering unmatched client value.

Data protection & security

ISO27001 compliance

Process Street is ISO 27001 certified, confirming compliance with global standards and a strong commitment to protecting customer data through audited, continuously monitored security controls.

Data protection & security

SOC 2 Type II compliance

Process Street has passed a SOC 2 Type II audit, confirming that it meets various criteria for safeguarding customer data. An independent external auditor has verified the effectiveness of the controls implemented by Process Street.

Healthcare information privacy

HIPAA compliance

HIPAA, a federal law, safeguards patient health information. Process Street's robust security measures include the option for a Business Associate Agreement upon request, ensuring HIPAA compliance.

Data protection & security

AWS CIS compliance

The CIS AWS Foundations Benchmark provides security best practices for AWS environments. Process Street's compliance ensures a secure cloud infrastructure by following established guidelines for configuration and monitoring.

EU Data protection & privacy

GDPR compliance

The General Data Protection Regulation (GDPR) is an EU law designed to protect the privacy of individuals and businesses in the EU economic area. It establishes rules for how personal data is collected and handled. Read our GDPR statement

Data protection & privacy

CCPA compliance

The California Consumer Privacy Act (CCPA) gives California residents more control over their personal data, including rights to access, delete, and opt out of data sales. Process Street ensures compliance through transparent practices.

Security & privacy

Artificial intelligence

Your data is never used to train AI models. Any data read or created by a workflow is exclusive to that particular workflow instance and cannot be accessed otherwise, even from within the same organization.

Data sovereignty & infrastructure

Data residency & private cloud

Choose where your data is stored with support for US, UK, Canada, EU, and UAE regions. Customers can also opt for private cloud deployment in their own VPC for maximum control and security.

Backed by happy clients

With Process Street we've been able to bring documentation to life… allowing us to adapt processes quickly, improve governance and achieve consistent results