Private Equity Planning on Anaplan for PE Firms

SEE IT IN ACTION

In one view, see how your fund plan moves from commitment to distribution.

Polestar Analytics Private Equity app brings fund planning, capital calls, acquisitions, exits, waterfall calculations, scenario modeling, and reporting into one connected platform, so Private Equity teams move from fragmented Excel planning to faster, more confident fund decisions.

Impact measured

Enables real-time scenario comparisons to optimize profits and minimize risks.
Comes with an AI assistant that delivers instant insights.
Drives a 20% increase in end-to-end planning accuracy by improving collaboration between teams.
30% reduction in report generation time.

Why Choose Polestar Analytics Private Equity App

01

The full fund lifecycle in one model LP commitments, capital calls, waterfall, preferred return, and carry, one connected model. A change in one place updates everything else. Role-based workflows and audit snapshots keep every close traceable, built on Anaplan.
02

Deal assumptions that flow up to firm level When an exit date moves or a valuation changes, the impact on fund IRR, carry, and management company P&L updates across the model. Fund Managers and the CFO work from the same numbers, no rebuild in between.
03

Fund-native waterfall and carry logic Multi-tier waterfall tiers, preferred return engine, vintage lifespan metrics, and FX impact on returns are built directly into the core model, not configured on top of a generic planning tool. Every calculation has a traceable input.
04

Preferred return tracked per investor, not blended Each LP's preferred return is calculated on their specific hurdle rate and compounding frequency, time-weighted and automatically maintained. No blended approximations. No manual spreadsheet per investor at reporting time.

Get a Private Equity App Demo

See every LP commitment, call, and distribution in one place

LP commitments, capital call schedules, and investor-level reporting tracked together, no manual registers, no reconciliation at close.

Total Committed, Called, and Uncalled always current per LP
LP-level IRR, MOIC, distributions, and NAV generated on demand
Structured close workflows replace informal checklists

Model a new exit scenario without rebuilding your spreadsheet

Load a deal-level or macro scenario and see the impact on returns, capital needs, and distributions, side-by-side, in one session.

Budget, Forecast, and bespoke scenarios compared without leaving the platform
Projected IRR, MOIC, and liquidity gaps under each scenario
No disconnected models across teams

Know your advisory and closing fee income before the deal closes

Fee income driven directly by acquisition and exit inputs. Forecasts update when deals shift, no manual rebuild.

YTD Advisory, Closing, and Cost Recovery fees in one view
Fee income moves in lockstep with the deal pipeline
Bottom-up Mgt Co. income view without manual consolidation

Get fund performance insights and answers in plain language

AI-powered narrative insights surface critical fund performance signals automatically. Ask questions about your fund and portfolio data in natural language, no queries, no exports.

Automated narrative insights on fund performance signals
Conversational AI assistant for fund and portfolio queries
From data to decision, without leaving the platform

What's Next

Built on the same connected planning foundation, these in-development capabilities extend the Private Equity App across integrations, reporting workflows, and enterprise-scale fund structures.

ERP / Fund Admin API Connectors

Planned API connectivity with fund admin and ERP systems such as Allvue, Investran, SAP, and Oracle.

LP Portal Integration

Direct LP portal data feeds for commitment and distribution confirmation.

Model Explainability Layer

Transparent calculation logic to support audit, LP governance, and internal review.

Anaplan FP&A Write-Back

Bi-directional planning sync between corporate FP&A budgets and fund planning outputs.

Multi-Entity & Multi-GP Support

Designed to support complex fund families, multi-GP structures, and global private markets operations

Private Equity App for Connected Fund Planning on Anaplan

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