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Private equity intelligence, not another reporting tool.

Most private-market tooling stops at reporting: it stores what someone typed in last quarter. Perseids connects positions to the companies that produce them, so ownership, dilution, documents and transactions describe the same underlying reality.

Portfolio ownership

A private holding is not a single number. Perseids tracks the position as it actually exists, and labels where each figure came from.

  • Portfolio companies with status, stage and last recorded activity.
  • Ownership percentage on an issued and a fully diluted basis.
  • Valuation history, including the marks you set yourself.
  • Securities held: shares by class, warrants, SAFEs and notes.
  • Investor pools where several vehicles hold through one line.

Portfolio dashboards

  • Total invested

    Source
    Your recorded transactions

  • Current value

    Source
    Latest mark or connected round price

  • Ownership

    Source
    Connected company ledger, or your estimate

  • Company status

    Source
    Connected company, or your own field

  • Upcoming events

    Source
    Vesting, expiry and maturity dates

  • Documents

    Source
    Data rooms shared with your workspace

Every figure carries its origin: connected from the company's ledger, supplied by you, or derived by the calculation engine. That label follows the number everywhere it appears.

The private company graph

Private ownership is a graph, not a table. A fund holds through an SPV; an SPV holds preferred shares; a founder holds ordinary shares and a warrant; a co-investor holds through a nominee. Perseids models those relationships explicitly, which is what makes a look-through position possible rather than a manual reconstruction.

  • Companies and the securities they have issued.
  • Funds and the vehicles they invest through.
  • SPVs and the underlying holders behind them.
  • Investors and founders as stakeholders with their own view.

AI analysis across the portfolio

  • Which companies have not updated their cap table this quarter?
  • Show my exposure to Series A companies.
  • What is the value of my portfolio at current marks?
  • Which of my positions dilute most if their next round is flat?

Data room integration

Diligence questions are ownership questions with documents attached. When a portfolio company opens a data room to your workspace, the documents sit alongside the position rather than in a separate inbox, and Ask Perseids can search them under the same permissions you already hold.

Frequently asked questions

What does private equity software manage?
It manages private holdings end to end: which companies you own, what instrument you hold, what that position is worth at current marks, what documents support it, and what transactions have changed it.
Can Perseids track multiple portfolio companies?
Yes. The investor workspace consolidates every holding into one dashboard, with per-company detail underneath and the option to connect directly to companies that also use Perseids.
Can investors model dilution?
Yes. You can model the effect of a prospective round on your position, including pool increases and convertible conversions, using the same deterministic engine companies use.
Does Perseids support SPVs?
Yes. SPVs and nominee structures are modelled as holders in their own right, with the underlying participants recorded, so look-through ownership is calculated rather than estimated.
Can teams collaborate securely?
Yes. Access is role-based within a workspace, every workspace is isolated at the database level, and document access is scoped per data room and per folder.

Put this into practice with Perseids.

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