Overview
Private Equity & Private Markets Services
At AgileIntel, we support leading private equity and private market investors with high-precision, cost-effective execution across the investment lifecycle. From deal origination to investment monitoring, LP reporting, and fund operations, we serve as a trusted intelligence and operational partner to General Partners (GPs), Limited Partners (LPs), and fund administrators.
We offer flexible, scalable support structures that increase bandwidth, improve data quality, and reduce turnaround time—helping your internal teams focus on value creation while we manage the groundwork with precision and speed.
Core Offerings
Investment Monitoring & Performance Tracking
We help fund managers and LPs track, analyze, and report performance across diverse private market portfolios—including private equity, private debt, and venture capital.
Our services include:
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Collection and consolidation of portfolio company data
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Calculation and tracking of key financial and operational KPIs
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Monitoring fund metrics such as IRR, MOIC, NAV, and cash flows
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Auditing for data consistency and accuracy across sources
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Responding quickly to investor information requests
We bring structure, reliability, and transparency to performance management—so you stay investor-ready at all times.
CRM & Deal Management
We support private market clients in organizing and maintaining high-quality CRM systems—ensuring accurate, up-to-date deal and stakeholder data.
Our CRM services include:
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Data cleaning and deduplication
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Contact enrichment and stakeholder mapping
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Deal pipeline updates and activity tracking
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Support across platforms like Salesforce, Affinity, DealCloud, and HubSpot
We make your CRM a true asset—enhancing visibility, accuracy, and decision-making.
Client & LP Reporting
AgileIntel enables timely and accurate investor communication through end-to-end support in client reporting and LP servicing.
We assist with:
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Data analysis at the fund, portfolio, and company level
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Building custom reporting templates based on client requirements
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Producing investor-ready performance summaries, fact sheets, and dashboards
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Supporting quarterly and ad-hoc LP queries with verified data
We act as an extension of your investor relations team—ensuring clarity, consistency, and compliance in every report.
Fund Operations & Administrative Support
We offer back-office and middle-office support services to streamline fund operations and reporting processes.
Our operations support includes:
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Reconciliation and auditing of cash flows, investment costs, NAVs, and expenses
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Data extraction and verification across fund documents
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Ongoing updates of fund-level KPIs and transaction records
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Audit-ready templates and compliance documentation
Our team ensures financial accuracy, operational efficiency, and reporting excellence—while freeing up your internal bandwidth.
Why Partner with AgileIntel?
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Deep domain expertise across private equity, venture capital, and private credit
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Rapid turnaround with consistently high-quality outputs
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Strong familiarity with industry workflows, fund structures, and investor expectations
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Trusted by leading global PE firms, mid-market funds, and fund administrators
Engagement Model
Dedicated team
Features
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Dedicated team for each client.
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Flexible working hours as per requirement.
Advantages
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Strong relationship with the onshoreteam.
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Significant value addition and
Improved efficlency. -
Managed from a secure, single-client environment.
Considerations
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No minimum guarantee required for building team.
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Free Senior supervision to ensure quality output
Block of hours
Features
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Block of 150 or 300 hours/month.
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Can be used at any time during
the month. -
Consistently work with the
same Team Lead.
Advantages
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Flexibility to allocate capacity as
needed throughout the month. -
Team members with relevant industry experience.
Considerations
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Staffing with the same team
consistently
Ad-hoc
Features
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Project-specific capacity and scoping.
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One-time project utilization.
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Quick turnarounds and non-
recurring tasks. -
Managed by a dedicated Team Lead.
Advantages
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Quick turnaround of tasks.
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Fixed project cost.
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Facilitates pilot runs and capability assessments for future tasks.
Considerations
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Fixed timeline and project scope of work
Our Clients
Defense
Data analytics
Consulting
Legal research
Institutions Who Have Cited our Data
What Our Clients Say
"AgileIntel Research transformed our data analysis process. Their insights helped us identify new market opportunities worth $50M in revenue."
Sarah Johnson
Chief Strategy Officer, TechCorp Industries.
