Why Private Equity Chooses ClosingWell

Designed specifically for mid-market PE firms and PE-backed companies, ClosingWell stands apart with unmatched flexibility, speed, and support.

vs. Other Cap Table Tools

ClosingWell is the first and only cap table tool flexible enough to handle PE complexities.

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Other Cap Table Tools

Built for PE

Built specifically for mid-market PE and PE-backed companies

Other Tools: Built predominantly for venture-backed startups

More Flexible

The only solution flexible enough to handle the infinite permutations of PE structures and complexities

Other Tools: Limited flexibility ultimately forces teams back to Excel

More Intuitive

Excel-native interface is more powerful and easier to use for keyboard power users like you

Other Tools: Complicated, slow interfaces that require too much clicking around

Faster Onboarding

Drag-and-drop then we handle it - up and running in ~24 hours

Other Tools: Painful, lengthy onboarding with rigid formatting requirements and multiple calls required

Better Support

Responsive support from PE industry experts who understand your workflows and unique requirements

Other Tools: Generic support desks, slow responses, lacking PE-specific insight

vs. Other Portco Monitoring Tools

Most monitoring tools fail to live up to expectations, leaving Deal Teams with a painful logging process and Finance/Ops teams with a disappointing lack of insights.

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Other Portco Monitoring Tools

Built for PE

Built specifically for mid-market PE and PE-backed companies.

Other Tools: Built for the entire institutional landscape (Primary LPs, Secondary LPs, Fund of Funds, Real Estate, etc.)

Easier Data Entry

The easiest data entry so that it actually gets used. Built by PE Associates who hated logging data in other tools.

Other Tools: Painful quarterly tasks that lead to garbage in, garbage out.

Dashboards You Actually Want

Automate the reports and dashboards you already use to manage your firm.

Other Tools: Generic dashboards that look nice on demos but fail to actually fit your workflows.

Faster Onboarding & Easy Migration

Ridiculously fast setup. Disappointed with your current monitoring tool? We'll migrate your data for free.

Other Tools: Excruciating onboardings that can take months, or even years to get fully operational.

Better Support

Responsive support from PE industry experts who understand your workflows and unique requirements.

Other Tools: Largely on your own post-onboarding.

See Why PE Firms Trust ClosingWell

Trusted partner to PE firms and their portfolio companies

Alpine InvestorsAvesi partnersCCMP CapitalFrontier GrowthGauge CapitalGemspring CapitalGreyLionH.I.G. CapitalInTandem Capital PartnersLLRMiddleground CapitalMountaingate CapitalNauticPamlico CapitalParthenonRidgemont Equity PartnersThoma BravoTrinity Hunt PartnersTrivestWellspring Capital Management