Private Equity & VC - Due Diligence & Post-investment Task Flow

Planfix treats diligence and portfolio work as one connected system rather than scattered trackers. Planner conditional boards show work by deal, workstream, or owner without copying cards. Project Totals fields roll up hours, issues, and risk in real time across portfolios. Objects and status sets let you model deals, covenants, and portfolio companies in detail, while data tags capture time and financial signals. Client Dashboards give management a focused view of tasks and documents they share with your team.

Yes. Planfix fits around the stack you already use. Mail from founders, advisors, and partners can flow into tasks through email integration and task creation rules. You can connect chat, telephony, and marketing channels through omnichannel communication. Documents can live in Planfix or in external storage linked to tasks. Webhooks and the API let your team sync data with data rooms, warehouses, and reporting systems.

Most funds start with one live deal and expand from there. You set up a Planner board, basic objects for deals and portfolio companies, and simple email rules so threads land as tasks. As patterns appear, you add templates, status sets, and dashboards. Because Planfix is no code, investment teams can configure much of the system themselves. Our team and partners can support design, onboarding, and training when you want a faster or more structured rollout.

Planfix provides granular roles, access rights, and audit logs so you can control who sees each fund, deal, task, and document. Company structure and custom roles mirror your governance model. Two factor authentication, secure hosting, and strong encryption help protect sensitive information. Activity logs record changes to tasks, fields, and permissions for later review. You can separate external access through Client Dashboards so management teams see only the items and data you choose to share.