FPM Fund Portfolio Management

Deal research and portfolio management for event-driven funds

One system for live situations, assessments and regulatory research. Built on Microsoft Dataverse, so it runs in the cloud your fund already trusts.

The research desk, in one record system

Deals, assessments, regulatory work and documents stop living in spreadsheets and inboxes.

01

Deal assessments with live math

Upside from offer terms including dividend and withholding tax, expected value, implied success probability and the EV ratio, computed server side on every save. The numbers are consistent because the system does the arithmetic, not the spreadsheet.

02

Regulatory intelligence

Merger control and foreign investment regimes per country: thresholds, timelines and precedents, linked to each deal as a regulatory assessment your team can defend.

03

AI research agents

Agents draft deal records, research filings and file documents into the right company folder in SharePoint. Analysts review and decide; the agent does the legwork.

Your tenant

Your data never leaves your cloud

FPM is a Microsoft Dataverse solution in your own Microsoft 365 tenant. Sign in with Entra ID, keep data in your region, and govern it with the tools you already run.

  • Runs on Microsoft Dataverse in your tenant
  • Entra ID sign-in, no separate accounts
  • Web and mobile through the Power Apps shell
Proven

Born on a live fund desk

FPM was built inside the daily work of a European special situations fund: real deals, real regulatory reviews, real filing discipline. It is a working system, not a slide deck.

  • Deal math validated in production use
  • Regulatory research across dozens of jurisdictions
  • Document filing into SharePoint, assisted by AI

See FPM on your own deals

A demo takes 30 minutes. Bring a live situation and we will model it together.

Request a demo