PrivateEquitySettings
PrivateEquitySettings refers to a configuration profile used in private equity management software to define how the system handles private equity portfolios, deals, and investor reporting. The settings provide a centralized mechanism to encode fund-specific mandates and operational preferences, enabling consistent application across modules such as deal flow, valuation, and performance reporting.
Common elements include investment mandate (sector focus, geography, fund size), capital calls and distributions rules, management
In practice, PrivateEquitySettings influence portfolio monitoring, valuation workflows, and reporting. They define valuation methods and frequency,
From governance and compliance perspectives, PrivateEquitySettings establish role-based access, approval hierarchies, data privacy controls, and audit
Implementation considerations include versioning, environment-specific profiles (development, staging, production), and change management. In addition, performance can