Entity Data Management Platform for Private Equity & Capital Markets

Our entity data management platform for private equity firms and capital markets offers a comprehensive solution for navigating the complexities of private funds and diverse investments within Private Markets. Designed to empower Asset Managers, our platform centralizes critical entity data, streamlines compliance, and enhances reporting, ensuring seamless operations and informed decision-making across your entire portfolio.

Entity Data Management Platform for Private Equity & Capital Markets

Entity Data Management Platform for Private Equity

Our entity management platform is built to centralize and secure the vast amount of entity data, from ownership structures to legal documents, scattered across a fund’s portfolio. By providing a single source of truth, the platform reduces operational risk, saves time on manual data entry, and ensures you’re always prepared for due diligence and regulatory audits.

Entity Management platform is Built For:

Our data management platform centralizes entity data, streamlines compliance, and gains critical insights for enhanced decision-making across complex portfolios.

Private Equity

Private Markets

Private Funds

Asset Managers

Custodian Banks

Private Equity

Private Markets

Private Funds

Asset Managers

Custodian Banks

Who Do We Work With

Legal & Compliance Teams
The platform is essential for tracking corporate governance, managing legal documents, and ensuring compliance with regulatory reporting requirements.
Fund Administration
For day-to-day operations of the fund, including tracking capital accounts, managing limited partner (LP) relationships, and preparing investor reports, the platform helps streamline these processes and ensure data integrity.
Portfolio Management Teams
The platform to enable access to ownership structures, organizational charts, and intricate relationships between entities for due diligence and strategic decision-making.
Finance Teams
The platform helps to conduct efficient due diligence by accessing critical legal and financial information, which is necessary for building financial models and drafting investment memos.
Chief Financial Officer (CFO)
They use the platform to maintain a single source of truth for all financial data across the portfolio, which is critical for accurate valuations, financial reporting, and preparing for audits.
Chief Risk Officer (CRO)
The platform helps with a consolidated view of legal entity structures and governance, which helps proactively identify and mitigate compliance, legal, and operational risks across the portfolio.
Chief Data Officer (CDO)
The CDO leverages the platform to establish a ’golden record’ for all entity-related data, ensuring data quality, consistency, and governance across the firm for accurate reporting and analytics.

Who Do We Work With

Legal & Compliance Teams
The platform is essential for tracking corporate governance, managing legal documents, and ensuring compliance with regulatory reporting requirements.
Fund Administration
For day-to-day operations of the fund, including tracking capital accounts, managing limited partner (LP) relationships, and preparing investor reports, the platform helps streamline these processes and ensure data integrity.
Portfolio Management Teams
The platform to enable access to ownership structures, organizational charts, and intricate relationships between entities for due diligence and strategic decision-making.
Finance Teams
The platform helps to conduct efficient due diligence by accessing critical legal and financial information, which is necessary for building financial models and drafting investment memos.
Chief Financial Officer (CFO)
They use the platform to maintain a single source of truth for all financial data across the portfolio, which is critical for accurate valuations, financial reporting, and preparing for audits.
Chief Risk Officer (CRO)
The platform helps with a consolidated view of legal entity structures and governance, which helps proactively identify and mitigate compliance, legal, and operational risks across the portfolio.
Chief Data Officer (CDO)
The CDO leverages the platform to establish a ’golden record’ for all entity-related data, ensuring data quality, consistency, and governance across the firm for accurate reporting and analytics.

How SGA’s Data Management Platform is Different

Comprehensive Legal Entity Reference Data

  • API-based extraction of key identifiers such as LEIs, RSSD, and CRD
  • Ability to enrich risk & regulatory information through our proprietary knowledge base and data sources.

Detailed Hierarchy & Corporate Actions Data

Provides entity hierarchy insights, including beneficial ownership details. Includes up-to-date corporate actions data for accurate and timely decision-making.

Automated Workflow for Data Quality Assurance

  • Built-in workflow automation for entity enrichment, maker-checker validation, and rework processes.
  • Ensures consistent data quality and reduces manual intervention.

Seamless API Integration with Third-Party Data Providers

Easily integrates with external data sources to enhance data accuracy and completeness.

ML-Powered Address Parsing

Converts address data into ISO format using advanced ML algorithms.

Built-In Referential Integrity

  • Domain-specific data validation and referential integrity business rules.
  • Automatic pre-filling of attributes to maintain data consistency.

Compliance Regulatory-Related Attributes are Available

  • FR 2052A Reporting.
  • Anacredit-related regulatory attributes are available on the platform.

Sophisticated ML-Powered deduplication and reconciliation

  • Ability to identify duplicates using an ML algorithm that identifies common threads between similar entities.
  • Reconciliation of duplicate entities without loss of critical information.

Entity Data Management Platform

SGA’s entity data management platform empowers private equity firms to efficiently manage complex entity data. It centralizes critical information, streamlines compliance, and enhances reporting for seamless operations and informed decision-making across diverse investments.

Access to a broad range of authentic sources from registries to private market data.

Competent domain expertise to identify, research, and fill in intricate gaps in the entity management process.

AI-led accelerators to hasten the process of extracting data, verifying it, and reviewing it.

Complex deduplication and reconciliation capabilities.

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FAQs – Data Management Platform

What problems does the Data Management Platform solve for private equity firms?

The platform solves the critical challenge of managing fragmented and non-standardized entity data across diverse private funds and portfolio companies. Private equity firms often struggle with scattered legal documents, manual processes, and complex ownership structures. Our solution provides a unified, automated approach to entity data management that ensures accuracy, streamlines reporting, and enhances compliance across the portfolio.

How does the platform help improve data quality?

Our platform ensures data quality through multiple layers of assurance:

  • AI-powered document intelligence: Automatically extracts and validates key information from unstructured legal and financial documents.
  • Automated workflows: Enforces data quality checks and validation rules.
  • Built-in referential integrity: Ensures consistent data relationships across entities.
  • Comprehensive version history: Maintains a full audit trail of all entity changes, providing transparency and accountability.
  • Anomaly detection: Alerts users regarding unusual or incorrect data entries.

What makes this platform different from other entity resolution solutions?

Unlike traditional solutions that focus solely on matching algorithms, our platform offers:

  • Document intelligence: GenAI extracts entity information from unstructured legal and financial documents.
  • Controlled hierarchy mapping: Provides precise mapping of complex ownership and fund structures.
  • Portfolio-specific attributes: Includes data models tailored for private equity entities and investments.
  • Smart dashboards: Offers real-time visibility into portfolio health and compliance status.
  • Multi-tenant architecture: Supports enterprise-wide deployment across various funds and teams.
  • Version history: Tracks changes to both entities and their supporting evidence.

How does the platform help with regulatory compliance?

The platform includes pre-built attributes and validations for private equity-specific regulations and reporting requirements. Its automated workflow ensures all entity data meets compliance standards before submission. Additionally, the platform maintains comprehensive versions of histories and evidence documentation, creating a clear audit trail for regulators and auditors.

How does the platform leverage AI & ML?

AI and ML power several key capabilities, including:

  • Document intelligence: GenAI extracts and validates entity information from unstructured documents such as formation agreements and cap tables.
  • Data standardization: Standardizes entity data across different sources and formats.
  • Matching engine: Continuously improves its accuracy for identifying related entities and preventing duplicates.
  • Anomaly detection: Identifies unusual patterns in entity data changes, flagging potential errors or risks.
  • Smart validation rules: Adapts to ensure data integrity based on established patterns and business rules.

What kind of benefits can private equity firms expect?

Early adopters have reported:

  • A significant reduction in manual data entry and reconciliation tasks.
  • Faster and more accurate reporting to LPs and regulatory bodies.
  • A decrease in data quality issues and operational risks.
  • Improved entities match accuracy across complex portfolios.
  • Reduced compliance-related costs and enhanced ability to pass due diligence.