FIS® Private Capital Suite (more commonly known as Investran), provides a private equity fund administration solution to automate reporting and accounting processes for the private equity industry.

What is Investran? It is a comprehensive platform for fund and partnership accounting, relationship management, portfolio management, performance measurement, business intelligence and data management. By unifying data and automating complex processes, it reduces costs and accounting errors for financial service companies and alternative investment firms.

Lionpoint has a long history with FIS Investran, successfully implementing solutions and developing roadmaps that mitigate risks and maximize client satisfaction and usability.

If you already have Investran, we can help you to ensure it continues to support your evolving organization.

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Our Investran Consulting Services

We have a team of specialized Investran consultants with extensive implementation capabilities and deep knowledge of the alternative investment lifecycle. Our team has worked with the leading alternative investment managers designing and implementing best practice solutions across the front, middle and back office. We create structure and processes that can be utilized well past our engagement with clients. Our Investran consulting services include:

Our consultants are operations and technology experts, that will oversee the necessary integration of your FIS Private Capital Suite or Digital Data Exchange products with other systems to ensure a seamless user experience. These systems include:

  • Anaplan
  • Salesforce
  • DealCloud
  • Workday
  • Workiva
  • Netsuite
  • Sage Intacct
  • Quickbooks
  • iLEVEL
  • Chronograph

FIS® Digital Data Exchange (formerly Data Exchange) is a digital investor portal that provides private equity managers, partners, investors and stakeholders with an advanced investor relations data visualization solution, interactive reporting, e-signing and secure document access. As part of our services when implementing the solution, we’ll also manage the below:

  • Migrating historical documents
  • Configuring the Digital Data Exchange Sync
  • Preparing reporting and analytics dashboards
  • Managing client communications

To ensure the successful implementation and user adoption, we provide the following services:

  • Advisory and support
  • Training
  • Documentation
  • Best practices
  • Process controls

Following an implementation, we can provide ongoing support, including:

  • Application administration
  • End user support
  • Reporting development and support
  • DX portal maintenance
  • Data entry and DIU processing
  • Master data management administration

We have a long track record of providing consulting services across FIS® products. You may be interested in the below solutions:

  • ILPA fee reporting template
  • ILPA cash flow add-in
  • RW automation
  • DIU automation
  • FIS Digital Investment Analytics FIS® Marketplace
  • Upgrades

We can automate and set up your reports to ensure they meet the needs of your organization and stakeholders. This can include working with reporting platforms and services, including:

  • SSRS
  • PowerBI / Tableau
  • Crystal Reports
  • Advanced Report Wizard configuration
  • Excel VBA Automation
  • Macro development
  • Reporting Enhancements / troubleshooting

What is FIS Data Exchange?

FIS Data Exchange is an online portal where private equity firms and investor relations professionals with an efficient and elegant way to initiate two-way communication with investors and shareholders. It’s a flexible system that can be configured for either potential investors or as an internal tool for stakeholders.


At its heart, FIS Data Exchange is a mobile-enabled document management solution that allows professionals to share documents quickly and intuitively 24/7. It includes visualization solutions, interactive reports, e-signing capabilities, and an analytics dashboard.


The FIS Data Exchange platform also acts as a centralized location for crucial information. It aggregates data from multiple sources and visualizes it for easy consumption by managers, stakeholders, and potential investors.


Investors can easily access key information and documents using the platform without endlessly searching for them. This allows them to gain the insights they need – a major competitive advantage you’ll have over other funds.


Because of this, FIS Data Exchange is a fantastic tool to help you raise and retain capital and support your fundraising efforts. In addition, easy access to information gives your fund a sense of transparency, which can improve the perceived trust potential investors have with your firm.


FIS Data Exchange also utilizes the Preqin benchmark data. With performance data from over 11,000 capital funds, managers can evaluate performance and strategies much more comprehensively.


FIS is one of the most trusted investor portals in the industry. It counts over 500+ clients and $4+ trillion assets under management (AUM) that have successfully utilized the power of its data exchange platform.

How an Investran Implementation Can Help You

Getting our Investran consulting services is one of the best things you can do to streamline your private equity accounting and improve your fund’s performance.


The Investran accounting system can drastically reduce the errors and time wasted by your accounting team. The platform features a smart search feature that allows you to narrow down your search results to only the data you need. In addition, powerful filters and keyword search parameters further help speed up your access to critical information.


The markers feature also allows accounting personnel to track changes when editing data sets. This enables a supervisor or manager to double-check and finalize their work before saving the data. In an industry where even the smallest mistakes can cost millions, this is a critical feature to have.


Investran also has productivity features that help speed up your workflow. For example, you can now open multiple tabs that allow you to work on different data areas simultaneously. In addition, if you need to enter a large volume of data, the new STEP feature (simplified transaction entry processing) makes it a seamless process.


Finally, you can expand your Investran implementation with add-on services depending on your needs. These include accounting, reporting, investor portal administration, and other as-a-service add-ons.


Investran is a crucial tool that should be in every private equity firm’s arsenal. And Lionpoint’s investran consulting service ensures that you can reap the benefits much faster.

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