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Best Employee Onboarding Software for Private Equity Firms 2026: 10 Ranked & Rated

Albert Richer
Curated by :
Albert Richer
Updated Nov 22, 2025

Find every related tool by visiting our full Employee Onboarding Software overview.

Employee Onboarding Software for Private Equity Firms
Albert Richer

Navigating the Landscape of Employee Onboarding Software for Private Equity Firms: Insights from Research and Customer Feedback Market research indicates that the right employee onboarding software can significantly enhance team cohesion and retention rates in private equity firms. Analysis of thousands of customer reviews highlights that platforms like BambooHR and Workday are frequently praised for their user-friendly interfaces and robust integration capabilities. Navigating the Landscape of Employee Onboarding Software for Private Equity Firms: Insights from Research and Customer Feedback Market research indicates that the right employee onboarding software can significantly enhance team cohesion and retention rates in private equity firms.

Similar Categories
1
Expert Score
9.8 / 10
503
60
RISK MITIGATION PRO
COMPLIANCE COMMANDER
1
Paycor Private Equity
9.8

Paycor Private Equity

Paycor Private Equity
View Website
Customized pricing model based on business size and needs
RISK MITIGATION PRO
COMPLIANCE COMMANDER

Why We Love It

Paycor's Private Equity solution stands out because it's not just a general HR software, but a specialized tool for private equity firms. It understands the intricate landscape of these firms and offers features to predict, evaluate, and reduce the risk of people issues and compliance red flags. This specific focus helps these firms to streamline their workforce management process and ensures they stay on top of any potential risks.

Pros

  • Industry-specific solution
  • Advanced compliance features
  • Efficient risk management
  • User-friendly interface
  • Excellent customer support

Cons

  • Pricing not transparently listed
  • May require familiarization for non-tech savvy users

Customized pricing model based on business size and needs

Paycor's solution for private equity firms is specifically designed to predict and mitigate people-related risks and compliance issues in team environments. Its unique emphasis on the private equity sector ensures it accurately addresses the complexities of human resources, recruiting, and workforce management in this field.

Pros

  • Industry-specific solution
  • Advanced compliance features
  • Efficient risk management
  • User-friendly interface
  • Excellent customer support

Cons

  • Pricing not transparently listed
  • May require familiarization for non-tech savvy users
RISK MITIGATION PRO
COMPLIANCE COMMANDER

Why We Love It

Paycor's Private Equity solution stands out because it's not just a general HR software, but a specialized tool for private equity firms. It understands the intricate landscape of these firms and offers features to predict, evaluate, and reduce the risk of people issues and compliance red flags. This specific focus helps these firms to streamline their workforce management process and ensures they stay on top of any potential risks.

Pros

  • Industry-specific solution
  • Advanced compliance features
  • Efficient risk management
  • User-friendly interface
  • Excellent customer support

Cons

  • Pricing not transparently listed
  • May require familiarization for non-tech savvy users

Why We Love It

Paycor's Private Equity solution stands out because it's not just a general HR software, but a specialized tool for private equity firms. It understands the intricate landscape of these firms and offers features to predict, evaluate, and reduce the risk of people issues and compliance red flags. This specific focus helps these firms to streamline their workforce management process and ensures they stay on top of any potential risks.

Customized pricing model based on business size and needs

Paycor's solution for private equity firms is specifically designed to predict and mitigate people-related risks and compliance issues in team environments. Its unique emphasis on the private equity sector ensures it accurately addresses the complexities of human resources, recruiting, and workforce management in this field.

2
Expert Score
9.7 / 10
421
34
2
Navable: Alts Management Software
9.7

Navable: Alts Management Software

View Website

Why We Love It

Navable is a game-changer for private equity firms. Its focus on streamlining administrative tasks, managing total compensation, and aiding fundraising activities directly addresses the unique pain-points in the industry. The software is not a one-size-fits-all solution, but rather a tailored system that understands and caters to the specific needs of alternative asset managers. It’s a reliable helping hand that lets firms focus more on making strategic decisions and less on mundane administrative tasks.

Pros

  • Tailored for alternative asset management
  • Streamlines admin tasks
  • Effective total compensation management
  • Aids in fundraising

Cons

  • Custom pricing may be costly
  • May require tech-savviness
  • Limited customer support

Custom pricing available upon request

Navable is a robust SaaS solution specifically designed for alternative asset managers and private equity firms. It streamlines administrative tasks, total compensation management, and fundraising activities, directly addressing the unique operational challenges within the industry.

Pros

  • Tailored for alternative asset management
  • Streamlines admin tasks
  • Effective total compensation management
  • Aids in fundraising

Cons

  • Custom pricing may be costly
  • May require tech-savviness
  • Limited customer support

Why We Love It

Navable is a game-changer for private equity firms. Its focus on streamlining administrative tasks, managing total compensation, and aiding fundraising activities directly addresses the unique pain-points in the industry. The software is not a one-size-fits-all solution, but rather a tailored system that understands and caters to the specific needs of alternative asset managers. It’s a reliable helping hand that lets firms focus more on making strategic decisions and less on mundane administrative tasks.

Pros

  • Tailored for alternative asset management
  • Streamlines admin tasks
  • Effective total compensation management
  • Aids in fundraising

Cons

  • Custom pricing may be costly
  • May require tech-savviness
  • Limited customer support

Why We Love It

Navable is a game-changer for private equity firms. Its focus on streamlining administrative tasks, managing total compensation, and aiding fundraising activities directly addresses the unique pain-points in the industry. The software is not a one-size-fits-all solution, but rather a tailored system that understands and caters to the specific needs of alternative asset managers. It’s a reliable helping hand that lets firms focus more on making strategic decisions and less on mundane administrative tasks.

Custom pricing available upon request

Navable is a robust SaaS solution specifically designed for alternative asset managers and private equity firms. It streamlines administrative tasks, total compensation management, and fundraising activities, directly addressing the unique operational challenges within the industry.

3
Expert Score
9.5 / 10
636
93
SCALABILITY STAR
3
Investor Onboarding Software
9.5

Investor Onboarding Software

Investor Onboarding Software
View Website
Contact for pricing
SCALABILITY STAR

Why We Love It

Comprehensive solution for Employee Onboarding Software for Private Equity Firms needs

Pros

  • Feature-rich
  • Cloud-based
  • Scalable

Cons

  • Learning curve
  • Pricing varies

Contact for pricing

A SaaS solution for Employee Onboarding Software for Private Equity Firms

Pros

  • Feature-rich
  • Cloud-based
  • Scalable

Cons

  • Learning curve
  • Pricing varies
SCALABILITY STAR

Why We Love It

Comprehensive solution for Employee Onboarding Software for Private Equity Firms needs

Pros

  • Feature-rich
  • Cloud-based
  • Scalable

Cons

  • Learning curve
  • Pricing varies

Why We Love It

Comprehensive solution for Employee Onboarding Software for Private Equity Firms needs

Contact for pricing

A SaaS solution for Employee Onboarding Software for Private Equity Firms

4
Expert Score
9.4 / 10
420
87
EQUITY MANAGEMENT ACE
DATA-DRIVEN DECISIONS
4
Carta Equity Management
9.4

Carta Equity Management

Carta Equity Management
View Website
Enterprise pricing available
EQUITY MANAGEMENT ACE
DATA-DRIVEN DECISIONS

Why We Love It

Carta Equity Management is a one-stop solution for private equity firms, where they can manage their equity-related tasks with ease. It automates complex tasks and ensures regulatory compliance – a significant plus in this regulated industry. Its detailed reporting and analytics also provide invaluable insights for decision-making. The software is designed to evolve with the firm, supporting from the early stages to preparing for an IPO, which makes it a scalable, future-proof investment.

Pros

  • Comprehensive equity management tools
  • Automated compliance checks
  • Scenario modeling capabilities
  • Detailed reporting and analytics

Cons

  • May be overkill for small firms
  • Requires some financial knowledge
  • Potential integration complexities

Enterprise pricing available

Carta is a comprehensive equity management software tailored for private equity firms. It streamlines employee onboarding by centralizing equity-related activities such as cap table building, scenario modeling, and IPO preparations. It addresses the industry's need for accuracy, transparency, and efficiency in managing equity.

Pros

  • Comprehensive equity management tools
  • Automated compliance checks
  • Scenario modeling capabilities
  • Detailed reporting and analytics

Cons

  • May be overkill for small firms
  • Requires some financial knowledge
  • Potential integration complexities
EQUITY MANAGEMENT ACE
DATA-DRIVEN DECISIONS

Why We Love It

Carta Equity Management is a one-stop solution for private equity firms, where they can manage their equity-related tasks with ease. It automates complex tasks and ensures regulatory compliance – a significant plus in this regulated industry. Its detailed reporting and analytics also provide invaluable insights for decision-making. The software is designed to evolve with the firm, supporting from the early stages to preparing for an IPO, which makes it a scalable, future-proof investment.

Pros

  • Comprehensive equity management tools
  • Automated compliance checks
  • Scenario modeling capabilities
  • Detailed reporting and analytics

Cons

  • May be overkill for small firms
  • Requires some financial knowledge
  • Potential integration complexities

Why We Love It

Carta Equity Management is a one-stop solution for private equity firms, where they can manage their equity-related tasks with ease. It automates complex tasks and ensures regulatory compliance – a significant plus in this regulated industry. Its detailed reporting and analytics also provide invaluable insights for decision-making. The software is designed to evolve with the firm, supporting from the early stages to preparing for an IPO, which makes it a scalable, future-proof investment.

Enterprise pricing available

Carta is a comprehensive equity management software tailored for private equity firms. It streamlines employee onboarding by centralizing equity-related activities such as cap table building, scenario modeling, and IPO preparations. It addresses the industry's need for accuracy, transparency, and efficiency in managing equity.

5
Expert Score
9.2 / 10
355
104
5
Paylocity Payroll for Private Equity
9.2

Paylocity Payroll for Private Equity

Paylocity Payroll for Private Equity
View Website
Enterprise pricing available

Why We Love It

In an industry that requires meticulous management of finances, HR, and IT, Paylocity stands out as a robust, industry-specific solution. It doesn't just streamline the onboarding and payroll process, it enhances the entire HR workflow, promoting efficiency and accuracy. Its integrated approach and sharp focus on the unique needs of private equity firms make it a reliable partner for growth.

Pros

  • Streamlined onboarding
  • Integrated HR, Finance, and IT platform
  • Industry-specific features
  • Scalable solution
  • Robust analytics

Cons

  • Potential for complex setup
  • May require training for optimal use

Enterprise pricing available

Paylocity is a comprehensive HR, Finance, and IT solution specifically aimed at private equity firms. It streamlines processes, promotes quick adaptation, and fosters results-driven operations, addressing the need for efficient employee onboarding, payroll management, and business analytics in the private equity industry.

Pros

  • Streamlined onboarding
  • Integrated HR, Finance, and IT platform
  • Industry-specific features
  • Scalable solution
  • Robust analytics

Cons

  • Potential for complex setup
  • May require training for optimal use

Why We Love It

In an industry that requires meticulous management of finances, HR, and IT, Paylocity stands out as a robust, industry-specific solution. It doesn't just streamline the onboarding and payroll process, it enhances the entire HR workflow, promoting efficiency and accuracy. Its integrated approach and sharp focus on the unique needs of private equity firms make it a reliable partner for growth.

Pros

  • Streamlined onboarding
  • Integrated HR, Finance, and IT platform
  • Industry-specific features
  • Scalable solution
  • Robust analytics

Cons

  • Potential for complex setup
  • May require training for optimal use

Why We Love It

In an industry that requires meticulous management of finances, HR, and IT, Paylocity stands out as a robust, industry-specific solution. It doesn't just streamline the onboarding and payroll process, it enhances the entire HR workflow, promoting efficiency and accuracy. Its integrated approach and sharp focus on the unique needs of private equity firms make it a reliable partner for growth.

Enterprise pricing available

Paylocity is a comprehensive HR, Finance, and IT solution specifically aimed at private equity firms. It streamlines processes, promotes quick adaptation, and fosters results-driven operations, addressing the need for efficient employee onboarding, payroll management, and business analytics in the private equity industry.

6
Expert Score
9.1 / 10
723
112
6
FirmView Carry & Co-Investment
9.1

FirmView Carry & Co-Investment

FirmView Carry & Co-Investment
View Website
Enterprise pricing available

Why We Love It

FirmView Carry, Co-Investment, and Compensation stands out in its field for its deep understanding of private equity firms' needs. It's not just an onboarding tool—it's a comprehensive solution for managing allocation profiles, carry, co-investment, and compensation. Its industry-specific features make it an invaluable asset for PE professionals who want to streamline their processes, ensure compliance, and drive productivity. It truly speaks the same language as its users.

Pros

  • Tailored for private equity firms
  • Comprehensive allocation profile management
  • Advanced compensation and co-investment features

Cons

  • May require initial training
  • Pricing not transparent
  • May be overkill for smaller firms

Enterprise pricing available

FirmView Carry, Co-Investment, and Compensation is a specialized SaaS solution designed to streamline the employee onboarding process for private equity firms. It helps manage the full lifecycle of allocation profiles, providing essential support from the carry to co-investment stages. The product addresses industry-specific needs by offering features tailored for private equity firms, such as sophisticated compensation and co-investment management.

Pros

  • Tailored for private equity firms
  • Comprehensive allocation profile management
  • Advanced compensation and co-investment features

Cons

  • May require initial training
  • Pricing not transparent
  • May be overkill for smaller firms

Why We Love It

FirmView Carry, Co-Investment, and Compensation stands out in its field for its deep understanding of private equity firms' needs. It's not just an onboarding tool—it's a comprehensive solution for managing allocation profiles, carry, co-investment, and compensation. Its industry-specific features make it an invaluable asset for PE professionals who want to streamline their processes, ensure compliance, and drive productivity. It truly speaks the same language as its users.

Pros

  • Tailored for private equity firms
  • Comprehensive allocation profile management
  • Advanced compensation and co-investment features

Cons

  • May require initial training
  • Pricing not transparent
  • May be overkill for smaller firms

Why We Love It

FirmView Carry, Co-Investment, and Compensation stands out in its field for its deep understanding of private equity firms' needs. It's not just an onboarding tool—it's a comprehensive solution for managing allocation profiles, carry, co-investment, and compensation. Its industry-specific features make it an invaluable asset for PE professionals who want to streamline their processes, ensure compliance, and drive productivity. It truly speaks the same language as its users.

Enterprise pricing available

FirmView Carry, Co-Investment, and Compensation is a specialized SaaS solution designed to streamline the employee onboarding process for private equity firms. It helps manage the full lifecycle of allocation profiles, providing essential support from the carry to co-investment stages. The product addresses industry-specific needs by offering features tailored for private equity firms, such as sophisticated compensation and co-investment management.

7
Expert Score
8.9 / 10
406
165
STREAMLINE SPECIALIST
USER-FRIENDLY DESIGN
7
BeyondIntranet Employee Onboarding
8.9

BeyondIntranet Employee Onboarding

BeyondIntranet Employee Onboarding
View Website
STREAMLINE SPECIALIST
USER-FRIENDLY DESIGN

Why We Love It

BeyondIntranet's employee onboarding software is a perfect fit for private equity firms. It's built on a secure Microsoft environment, which is crucial for the sensitive data these firms handle. The software streamlines the onboarding and offboarding process, reducing the administrative load on HR teams and ensuring a smooth integration of new hires. Its SharePoint base makes it easy to integrate with other Microsoft tools, creating a seamless working environment.

Pros

  • Secure Microsoft environment
  • Efficient onboarding and offboarding
  • Tailored for private equity firms
  • Intuitive interface
  • Streamlined task management

Cons

  • Pricing not transparent
  • May require familiarity with SharePoint
  • No free trial mentioned

Pricing upon request, custom enterprise pricing available

BeyondIntranet's employee onboarding software is tailored for private equity firms. Leveraging the security and familiarity of the Microsoft environment, it efficiently manages onboarding and offboarding tasks, ensuring smooth transitions during team expansions or changes.

Pros

  • Secure Microsoft environment
  • Efficient onboarding and offboarding
  • Tailored for private equity firms
  • Intuitive interface
  • Streamlined task management

Cons

  • Pricing not transparent
  • May require familiarity with SharePoint
  • No free trial mentioned
STREAMLINE SPECIALIST
USER-FRIENDLY DESIGN

Why We Love It

BeyondIntranet's employee onboarding software is a perfect fit for private equity firms. It's built on a secure Microsoft environment, which is crucial for the sensitive data these firms handle. The software streamlines the onboarding and offboarding process, reducing the administrative load on HR teams and ensuring a smooth integration of new hires. Its SharePoint base makes it easy to integrate with other Microsoft tools, creating a seamless working environment.

Pros

  • Secure Microsoft environment
  • Efficient onboarding and offboarding
  • Tailored for private equity firms
  • Intuitive interface
  • Streamlined task management

Cons

  • Pricing not transparent
  • May require familiarity with SharePoint
  • No free trial mentioned

Why We Love It

BeyondIntranet's employee onboarding software is a perfect fit for private equity firms. It's built on a secure Microsoft environment, which is crucial for the sensitive data these firms handle. The software streamlines the onboarding and offboarding process, reducing the administrative load on HR teams and ensuring a smooth integration of new hires. Its SharePoint base makes it easy to integrate with other Microsoft tools, creating a seamless working environment.

Pricing upon request, custom enterprise pricing available

BeyondIntranet's employee onboarding software is tailored for private equity firms. Leveraging the security and familiarity of the Microsoft environment, it efficiently manages onboarding and offboarding tasks, ensuring smooth transitions during team expansions or changes.

8
Expert Score
8.8 / 10
410
116
EFFORTLESS INTEGRATION
RISK-FREE TRANSITIONS
8
EPAY Onboarding Solutions
8.8

EPAY Onboarding Solutions

EPAY Onboarding Solutions
View Website
Enterprise pricing available
EFFORTLESS INTEGRATION
RISK-FREE TRANSITIONS

Why We Love It

EPAY's Onboarding Solutions is exceptional for private equity firms due to its focus on automating and streamlining onboarding processes. It handles the heavy lifting of managing complex employment contracts and compliance issues, essential in this industry. The ability to integrate with existing HR systems is a huge plus. With 24/7 support, help is always at hand, making it a reliable partner for HR teams.

Pros

  • Automated onboarding processes
  • Compliance assurance
  • Easy HR systems integration
  • Industry-specific features
  • 24/7 support

Cons

  • Limited customization
  • Possible over complexity for small firms

Enterprise pricing available

EPAY's Onboarding Solutions is a game-changer for private equity firms, automating the employee onboarding process to ensure efficiency and compliance. Its robust features are designed to cater to the unique needs of this industry, from managing complex employment contracts to ensuring seamless integration with existing HR systems.

Pros

  • Automated onboarding processes
  • Compliance assurance
  • Easy HR systems integration
  • Industry-specific features
  • 24/7 support

Cons

  • Limited customization
  • Possible over complexity for small firms
EFFORTLESS INTEGRATION
RISK-FREE TRANSITIONS

Why We Love It

EPAY's Onboarding Solutions is exceptional for private equity firms due to its focus on automating and streamlining onboarding processes. It handles the heavy lifting of managing complex employment contracts and compliance issues, essential in this industry. The ability to integrate with existing HR systems is a huge plus. With 24/7 support, help is always at hand, making it a reliable partner for HR teams.

Pros

  • Automated onboarding processes
  • Compliance assurance
  • Easy HR systems integration
  • Industry-specific features
  • 24/7 support

Cons

  • Limited customization
  • Possible over complexity for small firms

Why We Love It

EPAY's Onboarding Solutions is exceptional for private equity firms due to its focus on automating and streamlining onboarding processes. It handles the heavy lifting of managing complex employment contracts and compliance issues, essential in this industry. The ability to integrate with existing HR systems is a huge plus. With 24/7 support, help is always at hand, making it a reliable partner for HR teams.

Enterprise pricing available

EPAY's Onboarding Solutions is a game-changer for private equity firms, automating the employee onboarding process to ensure efficiency and compliance. Its robust features are designed to cater to the unique needs of this industry, from managing complex employment contracts to ensuring seamless integration with existing HR systems.

9
Expert Score
8.6 / 10
512
138
INVESTOR ONBOARDING WIZARD
CUSTOM PRICING FLEX
9
Globacap Investor Onboarding
8.6

Globacap Investor Onboarding

Globacap Investor Onboarding
View Website
Custom pricing available on request
INVESTOR ONBOARDING WIZARD
CUSTOM PRICING FLEX

Why We Love It

We love Globacap's Investor Onboarding Software because it is built specifically for the private equity industry. It understands the unique challenges faced by these firms, and provides solutions that streamline the investor onboarding process, reducing time and human error. Its automated workflow ensures a smoother, more efficient process, making it a valuable tool in this industry.

Pros

  • Automated investor onboarding
  • Reduced human error
  • Efficient investor management
  • Tailored for private equity firms
  • Digital workflow

Cons

  • Pricing isn't transparent
  • May require training to fully utilize

Custom pricing available on request

Globacap Investor Onboarding software is tailored for private equity firms, offering an automated workflow that digitizes the entire onboarding process. By reducing human error and limiting the need for manual intervention, it streamlines investor management and improves efficiency in the industry.

Pros

  • Automated investor onboarding
  • Reduced human error
  • Efficient investor management
  • Tailored for private equity firms
  • Digital workflow

Cons

  • Pricing isn't transparent
  • May require training to fully utilize
INVESTOR ONBOARDING WIZARD
CUSTOM PRICING FLEX

Why We Love It

We love Globacap's Investor Onboarding Software because it is built specifically for the private equity industry. It understands the unique challenges faced by these firms, and provides solutions that streamline the investor onboarding process, reducing time and human error. Its automated workflow ensures a smoother, more efficient process, making it a valuable tool in this industry.

Pros

  • Automated investor onboarding
  • Reduced human error
  • Efficient investor management
  • Tailored for private equity firms
  • Digital workflow

Cons

  • Pricing isn't transparent
  • May require training to fully utilize

Why We Love It

We love Globacap's Investor Onboarding Software because it is built specifically for the private equity industry. It understands the unique challenges faced by these firms, and provides solutions that streamline the investor onboarding process, reducing time and human error. Its automated workflow ensures a smoother, more efficient process, making it a valuable tool in this industry.

Custom pricing available on request

Globacap Investor Onboarding software is tailored for private equity firms, offering an automated workflow that digitizes the entire onboarding process. By reducing human error and limiting the need for manual intervention, it streamlines investor management and improves efficiency in the industry.

10
Expert Score
8.5 / 10
731
42
TRANSACTION TURBO
10
Passthrough Investor Onboarding
8.5

Passthrough Investor Onboarding

Passthrough Investor Onboarding
View Website
Enterprise pricing available
TRANSACTION TURBO

Why We Love It

Passthrough's Investor Onboarding solution is tailor-made for private equity firms. It addresses the pain points of traditional onboarding by digitizing and automating the process, saving time and reducing errors. The software's ability to streamline investor onboarding, speed up deal closures, and free fund managers to focus on their core tasks makes it a game-changer in the industry. It's the perfect blend of simplicity, efficiency, and specificity.

Pros

  • Automates investor onboarding
  • Reduces paperwork
  • Streamlined for private equity firms
  • Speeds up deal closure
  • Allows focus on fund management

Cons

  • Limited customization
  • May require initial training to use
  • Pricing information not readily available

Enterprise pricing available

Passthrough is specifically designed for the unique needs of private equity firms. It automates investor onboarding and eliminates the need for paperwork, allowing firms to close deals faster and focus on managing their funds. The software is highly streamlined, making it a hassle-free solution for these firms.

Pros

  • Automates investor onboarding
  • Reduces paperwork
  • Streamlined for private equity firms
  • Speeds up deal closure
  • Allows focus on fund management

Cons

  • Limited customization
  • May require initial training to use
  • Pricing information not readily available
TRANSACTION TURBO

Why We Love It

Passthrough's Investor Onboarding solution is tailor-made for private equity firms. It addresses the pain points of traditional onboarding by digitizing and automating the process, saving time and reducing errors. The software's ability to streamline investor onboarding, speed up deal closures, and free fund managers to focus on their core tasks makes it a game-changer in the industry. It's the perfect blend of simplicity, efficiency, and specificity.

Pros

  • Automates investor onboarding
  • Reduces paperwork
  • Streamlined for private equity firms
  • Speeds up deal closure
  • Allows focus on fund management

Cons

  • Limited customization
  • May require initial training to use
  • Pricing information not readily available

Why We Love It

Passthrough's Investor Onboarding solution is tailor-made for private equity firms. It addresses the pain points of traditional onboarding by digitizing and automating the process, saving time and reducing errors. The software's ability to streamline investor onboarding, speed up deal closures, and free fund managers to focus on their core tasks makes it a game-changer in the industry. It's the perfect blend of simplicity, efficiency, and specificity.

Enterprise pricing available

Passthrough is specifically designed for the unique needs of private equity firms. It automates investor onboarding and eliminates the need for paperwork, allowing firms to close deals faster and focus on managing their funds. The software is highly streamlined, making it a hassle-free solution for these firms.

Product Comparison

Product Has Mobile App Has Free Plan Has Free Trial Integrates With Zapier Has Public API Live Chat Support SOC 2 or ISO Certified Popular Integrations Supports SSO Starting Price
1EPAY Onboarding Solutions
 No No Contact for trial No No Yes Not specified Limited integrations No Enterprise pricing
2Passthrough Investor Onboarding
 No No Contact for trial No No Email/Ticket only Not specified Limited integrations No Enterprise pricing
3Carta Equity Management
 Yes No Contact for trial No Yes Yes SOC 2 Salesforce, QuickBooks, NetSuite Yes Enterprise pricing
4Paycor Private Equity
 Yes No Contact for trial Yes Enterprise API only Yes SOC 2 Slack, Salesforce, Microsoft 365 Yes Contact for pricing
5Paylocity Payroll for Private Equity
 Yes No Contact for trial Yes Yes Yes SOC 2 Slack, Microsoft 365, Google Workspace Yes Enterprise pricing
6Globacap Investor Onboarding
 No No Contact for trial No No Email/Ticket only Not specified Custom integrations only No Custom pricing
7BeyondIntranet Employee Onboarding
 No No No No No Email/Ticket only Not specified Microsoft 365, SharePoint Yes Pricing upon request
8FirmView Carry & Co-Investment
 No No Contact for trial No No Email/Ticket only Not specified Custom integrations only No Enterprise pricing
9Navable: Alts Management Software
 No No Contact for trial No No Email/Ticket only Not specified Custom integrations only No Custom pricing
10Investor Onboarding Software
 Web-only No Contact for trial No No No Not specified Limited integrations No Contact for pricing
1

EPAY Onboarding Solutions

Has Mobile App
No
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
No
Live Chat Support
Yes
SOC 2 or ISO Certified
Not specified
Popular Integrations
Limited integrations
Supports SSO
No
Starting Price
Enterprise pricing
2

Passthrough Investor Onboarding

Has Mobile App
No
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
No
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Popular Integrations
Limited integrations
Supports SSO
No
Starting Price
Enterprise pricing
3

Carta Equity Management

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
Yes
Live Chat Support
Yes
SOC 2 or ISO Certified
SOC 2
Popular Integrations
Salesforce, QuickBooks, NetSuite
Supports SSO
Yes
Starting Price
Enterprise pricing
4

Paycor Private Equity

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
Yes
Has Public API
Enterprise API only
Live Chat Support
Yes
SOC 2 or ISO Certified
SOC 2
Popular Integrations
Slack, Salesforce, Microsoft 365
Supports SSO
Yes
Starting Price
Contact for pricing
5

Paylocity Payroll for Private Equity

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Yes
SOC 2 or ISO Certified
SOC 2
Popular Integrations
Slack, Microsoft 365, Google Workspace
Supports SSO
Yes
Starting Price
Enterprise pricing
6

Globacap Investor Onboarding

Has Mobile App
No
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
No
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Popular Integrations
Custom integrations only
Supports SSO
No
Starting Price
Custom pricing
7

BeyondIntranet Employee Onboarding

Has Mobile App
No
Has Free Plan
No
Has Free Trial
No
Integrates With Zapier
No
Has Public API
No
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Popular Integrations
Microsoft 365, SharePoint
Supports SSO
Yes
Starting Price
Pricing upon request
8

FirmView Carry & Co-Investment

Has Mobile App
No
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
No
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Popular Integrations
Custom integrations only
Supports SSO
No
Starting Price
Enterprise pricing
9

Navable: Alts Management Software

Has Mobile App
No
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
No
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Popular Integrations
Custom integrations only
Supports SSO
No
Starting Price
Custom pricing
10

Investor Onboarding Software

Has Mobile App
Web-only
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
No
Live Chat Support
No
SOC 2 or ISO Certified
Not specified
Popular Integrations
Limited integrations
Supports SSO
No
Starting Price
Contact for pricing

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How We Rank Products

How We Evaluate Products

Our Evaluation Process

The 'How We Choose' section for employee onboarding software tailored for private equity firms outlines a comprehensive evaluation process centered on key factors such as specifications, features, customer reviews, ratings, and overall value. Important considerations specific to this category include the software's ability to streamline compliance, enhance efficiency in onboarding processes, and facilitate secure communication among stakeholders, all of which are critical in the private equity sector. The research methodology focuses on a comparative analysis of ten products, utilizing data from customer feedback and ratings to assess performance and user satisfaction, alongside an evaluation of pricing structures in relation to the value offered, ensuring a thorough and objective ranking.

Verification

  • Products evaluated through comprehensive research and analysis of industry benchmarks.
  • Selection criteria focus on user experience, integration capabilities, and support features relevant to private equity firms.
  • Comparison methodology analyzes customer feedback and expert reviews to ensure reliable insights for onboarding software.

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Frequently Asked Questions About Employee Onboarding Software for Private Equity Firms

What makes a employee onboarding software for private equity firms the "best"?

We evaluate products based on quality, performance, value for money, user reviews, durability, and ease of use. Our rankings are updated regularly to reflect the latest market offerings and user feedback.

How often do you update your employee onboarding software for private equity firms recommendations?

Our team continuously monitors the market for new products and updates our recommendations quarterly. We also adjust rankings based on user feedback and new testing results.

Do you test all the products you recommend?

Yes, whenever possible, we physically test products in our labs. For products we can't test directly, we rely on verified user reviews, expert opinions, and detailed specifications to make informed recommendations.

What if I'm looking for a specific type of employee onboarding software for private equity firms?

Our top 10 list covers the most popular and highly-rated options. If you have specific requirements, check our detailed product descriptions and pros/cons to find the best match for your needs.

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Score Breakdown

0.0 / 10
Excellent

What This Award Means