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Allvue Systems

Founded Year



Acq - Fin | Alive

About Allvue Systems

Allvue Systems develops investment software solutions to help improve an organization's efficiency. The company's solutions include portfolio management, trade order management, research management, compliance, investment accounting, and pipeline management.

Headquarters Location

396 Alhambra Cir Suite 1100

Miami, Florida, 33134,

United States

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Latest Allvue Systems News

Beyond Excel: Dedicated PE software solutions give GPs an edge

May 1, 2023

Beyond Excel: Dedicated PE software solutions give GPs an edge Submitted 01/05/2023 - 10:42am PARTNER CONTENT From navigating an ever-changing regulatory landscape, to responding to investor information requests during times of market stress or turmoil, having the right software solutions in place is crucial for both established and emerging private equity managers, says Yuriy Shterk, chief product officer, Allvue Systems. Are there upcoming regulatory updates which could affect your business and that of your clients? As regulation of the private equity industry grows and evolves, the need for systems to provide better control and insights increases, as does demand for solutions like Allvue’s. It’s harder to comply with regulators when you rely on Excel for your back-office operations, or when you don’t have a purpose-built compliance solution in place. As regulatory requirements keep growing, our clients and potential clients will feel the need to have their funds supported by powerful software which cuts down on errors and makes data easily accessible.  What are the primary challenges your firm and your clients are facing and what is critical to these being overcome? Emerging managers face many challenges as they find their footing. Hiring teams, establishing and executing their investment strategy, security investors and deals – the last thing they want to think about is technology. Because of this, many go to fund administrators for their accounting and reporting or use Microsoft Excel when they can’t. Allvue gives them a way to solve all of these issues in one simple decision and gives them complete control over their data and tech. Another big challenge facing emerging managers is seeing past the current volatility triggered by the banking sector problems and understanding how developing news is impacting both their firms and their portfolio companies. When a crisis hits, the ability to quickly access and understand your firm’s data across the investment lifecycle is key. If your firm runs its business operations on Excel, that’s much harder to do. Are there obstacles which are specific to emerging managers and how have you been working around them? Emerging managers often struggle to identify what their mix of insourcing and outsourcing should look like. They’re working with a small and nimble team responsible for covering a lot of ground. When it comes to elements like back-office activities, outsourcing is especially attractive so that small teams can stay focused on investment strategy and generating returns. By using a fund administrator and benefiting from their back-office expertise though, managers lose out on choosing their own back-office software, holding their data within their own systems, and being able to access that data when their investors ask one-off questions.  These elements have a very direct impact on the investor experience – something that’s crucial for managers to master as they grow. Allvue's co-sourcing arrangement allows emerging managers to purchase our licensed back-office software, which can then be used by a fund administrator of their choosing for accounting and investor reporting activities.  What is your outlook for the sector in which you operate for the coming year and how is your firm best placed to support clients to navigate the environment? During traumatic market events such as the global pandemic, or the recent banking sector turmoil, GPs have realized the value of software like ours. In moments of crisis, the ability to access reliable business data quickly and efficiently, to provide investors with insights into the impact of events on their investments, is critical. As previously mentioned, when an investment strategy is run entirely on Excel, that’s hard to do. This is even more true for emerging managers, with smaller portfolios and very focused strategies that are naturally harder to diversify when compared to the largest players in the industry. Do you see the industry changing fundamentally over the course of the medium to long term? Are there any trends which have been given over inflated importance? Private equity has had several recent hurdles and a rough entry to 2023. But ultimately, I don’t think any of this changes the medium to long term outlook for the industry. Growth has been steady for decades. Regulators are increasingly viewing private capital as its own asset class and putting up the necessary guardrails. Competition among managers is healthy. The investment lifecycle is long. The technology market continues to put out cutting-edge, purpose-built alternative asset software. All this suggests the foundations are stable, emerging managers will flourish, and the industry will keep growing.   Yuriy Shterk, Chief Product Officer, Allvue Systems – Yuriy has served as Allvue’s Chief Product Officer since 2020 and has over 20 years experience working in different functions for technology solution providers in Capital Markets. Most recently he worked as Head of Product Management at Fidessa Inc and managed the build out of its derivatives trading OEMS for global financial institutions as well as the execution and analytical tools for global FCMs. Prior to that, he oversaw product development and product strategy at CQG Inc. Yuriy holds a Bachelor of Science from the University of Colorado in Computer Science and a Bachelor of Science from Tashkent Technical University in Computer Engineering. 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Allvue Systems Frequently Asked Questions (FAQ)

  • When was Allvue Systems founded?

    Allvue Systems was founded in 2019.

  • Where is Allvue Systems's headquarters?

    Allvue Systems's headquarters is located at 396 Alhambra Cir, Miami.

  • What is Allvue Systems's latest funding round?

    Allvue Systems's latest funding round is Acq - Fin.

  • Who are the investors of Allvue Systems?

    Investors of Allvue Systems include Vista Equity Partners.

  • Who are Allvue Systems's competitors?

    Competitors of Allvue Systems include Finley, LemonEdge, Domo FS, Enfusion, Cardo AI and 9 more.

Compare Allvue Systems to Competitors


LemonEdge offers a low-code development platform for the accounting demands of the private equity industry. It combines a financial engine with a suite of reporting and scenario tools for managing private markets funds and portfolio accounting. It was founded in 2020 and is based in London, United Kingdom.

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Apex Group

Apex Group is an independent fund administration company. The company delivers global fund administration solutions to investment managers investing in traditional and alternative assets such as onshore and offshore investment funds such as mutual funds, fund of funds, private equity, and real estate. The company was founded in 2003 and is based in Hamilton, Bermuda.


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Oxane Partners

Oxane Partners is an independent solutions provider empowering alternative investors across the investment lifecycle. Oxane supports investment teams through all the phases of investment including pre-screening, investment analysis, portfolio monitoring, and reporting. By unifying its deep domain expertise with its proprietary technology platforms, Oxane assists its clients to become more agile.

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ESGi is a technology solution, designed to help the investment industry source environmental, social, and governance (ESG) data to support investment decision making.

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Bipsync provides a research automation platform to maximize the productivity of professional investors. The company uses modern technologies and user-centered design to speed up data capture, automate research maintenance and identify insights that drive better decisions for investors and funds.

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