Fund & Portfolio Management
Turn legal history into continuous oversight
Perry brings together obligations, transaction rights, legal decisions and portfolio information in one active operating view. Know what needs attention, what rights exist and what the fund has previously decided.
Delivering value at scale
65%
Cut legal question response time
70%
Reduce manual legal research
100%
of obligations visible in one operating view
100%
of legal decisions preserved in a searchable fund record
One obligation system
Manage ongoing work created during formation and investment
Perry brings together tasks created from LPAs, side letters, transaction documents and portfolio agreements. Every task stays connected to the provision, document, entity and legal decision that created it.
Capabilities
- Track recurring and one-off obligations
- Assign owners and deadlines
- Manage approvals and evidence of completion
- Escalate overdue actions
- Filter by fund, investor, deal or entity
- Report across the full obligation portfolio
Replace separate legal trackers with one connected system.
Chapter 02
Understand rights, restrictions and decisions across the portfolio
Perry turns legal documents and transaction history into dashboards that help legal and investment teams see the fund's current position.
Example views
- Transaction rights heatmap
- Consent and approval map
- Investor restriction overview
- Governance rights by portfolio company
- Upcoming legal deadlines
- Open review issues
- Historical legal decisions
Make legal context visible without repeatedly rereading the underlying documents.
Answers grounded in the fund record
Give teams fast answers without turning legal into a help desk
Internal teams can ask questions across the fund's documents, entities, transactions and obligations. Perry searches the relevant legal record, generates a grounded response and shows the source material behind the answer.
Example questions
- Does this transaction require LPAC consent?
- Which investors have this reporting right?
- What board rights do we hold in this company?
- Has the fund previously accepted this provision?
- What obligations are due this quarter?
Controls
- Source-linked answers
- Role-based access
- Legal review where required
- Preserved question and response history
- Escalation of uncertain questions
Scale access to legal knowledge while keeping the legal team in control.
Run your fund's legal work from one connected platform.
Book a demo to see how Perry helps in-house teams unify fund formation, deal execution, and portfolio governance.