The complete platform for PE
Edda gives private equity firms one platform for the entire investment lifecycle. Purpose-built tools to source, evaluate, and manage your portfolio — from deal to exit.
Trusted by investors in your industry
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Data-driven investing
Consolidate fund financials, capital allocation, and distributions into a single live overview — no more spreadsheets scattered across your team.
View more →Track the metrics that matter to your firm with fully customizable KPIs, and let HERA.I surface trends across your portfolio automatically.
View more →See amount committed by stage, pipeline companies by stage, and investment activity at a glance with real-time reporting dashboards.
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Automation built for investors
Workflow automation
Automate repetitive work with webforms, field rules, and automated task assignment so your team can focus on decisions, not data entry.
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Automated reporting
Generate company and portfolio reports automatically from your live data — ready to share with LPs and stakeholders in a click.
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HERA.I Portfolio Assistant
Ask anything about a company and get instant, source-backed answers. Enhance your decision-making with an AI assistant built for investors.
See more →Specialist investment CRM
A complete investor overview
Bring events, pipeline, investments, and portfolio performance together in one shared dashboard your whole firm can rely on.
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Relationship Intelligence
Understand the strength of every relationship across your network so you always know who to reach, and through whom.
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Email Sync
Log emails, share deal-related conversations, and manage attachments directly from Gmail or Outlook with the Edda plugin.
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From deal to acquisition
Address every part of your investing process with Edda's apps.
Dealflow
Capture opportunities, streamline your deal management, and never let a promising company slip through the cracks.
Portfolio
Unify your investments and give your team a single source of truth for portfolio performance and value creation.
Contacts
Keep your contact data alongside your deals and portfolio so every relationship stays current and actionable.
Integrations
Edda is proud to offer leading investor-preferred tools to centralize your data and streamline your workflow, natively-integrated and 7000+ others through Zapier.
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Case Studies
How Edda helps investors like you
Learn how clients use Edda to save time and energy across their workflow
Brazil 
Venture Capital 
