Private Equity

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.

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Trusted by investors in your industry

Data-driven investing

Consolidate fund financials, capital allocation, and distributions into a single live overview — no more spreadsheets scattered across your team.

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Track the metrics that matter to your firm with fully customizable KPIs, and let HERA.I surface trends across your portfolio automatically.

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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.

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Specialist investment CRM

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Dedicated LP Interface

Facilitate communication about your deals, reports, and more with your LPs through Edda’s dedicated interface.

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Relationship Intelligence

Get instant network insights with Connection Strength signal, displayed alongside your Edda contacts.

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Email Sync

Manage your deal-related conversations without leaving your inbox with Outlook and Gmail 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.

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Portfolio

Unify your investments and give your team a single source of truth.

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Contacts

Keep your contact data alongside your deals and investments.

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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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