From Deal Sourcing to Day-100 Integration. One Platform.
IC voting with a complete audit trail. Portfolio view across all investments. Synergy realisation tracking. Multi-jurisdiction, multi-language.
Your challenges
With 8 active mandates, tools, compliance and Excel break down.
IC trail: who voted how and when, and on what basis?
E-Mail-Threads sind kein Audit-Trail. Bei späterem LP-Audit oder Legal-Dispute fehlt Ihnen der Nachweis.
6 portfolio companies, 0 synergy visibility
Synergien wurden im IC versprochen — und niemand trackt, ob sie realisiert werden.
3 jurisdictions, 4 languages, 1 compliance officer
Family Office in CH/DE/AT mit Mandanten in FR und IT — und der Compliance-Officer will alles erklärt haben.
Datasite does not scale: 8 mandates × CHF 8k = CHF 64k for VDR alone
Tool-Kosten skalieren linear mit Anzahl Deals. PE-Mathematik bricht.
What you will find here
Complete audit trail. Portfolio view. DACH database. API.
IC-Audit-Trail
IC voting with audit trail
Jede Stimme. Jede Begründung. Jeder Zeitstempel. Auditierbar via Export für LPs und Behörden.
Plattform statt 8
Portfolio view of all investments
Alle aktiven + post-Closing Companies in einem Dashboard. Synergy-Realization-Tracking inkl.
Länder integriert
DACH company database
Zefix (CH) + Handelsregister (DE) + FirmenCompass (AT) integriert. Multi-Source-Data.
+ 4 Sprachen
Multi-language + API
DE/FR/IT (EN folgt). REST API für Allvue, eFront, Carta-Integration.
What you can show at an LP audit meeting
IC voting module, compliance strip, audit export. Live in Mergixa.
Investment Committee Vote
Acquisition Target X — CHF 24,5 Mio.
- ASPartner ASApprove
- MKPartner MKApprove
- RBPartner RBApprove
- TLPartner TLPending
Audit-Trail
- 2026-04-26 14:02 · AS · approve · “Synergy thesis solid”
- 2026-04-26 14:08 · MK · approve · “EBITDA validated”
- 2026-04-26 14:15 · RB · approve · “Legal cleared”
IC voting module. Audit-trail-ready out of the box.
ISO 27001
certification in progress
Swiss FADP-compliant
Swiss data protection
GDPR-compliant
EU GDPR
SOC 2 Type II
Roadmap Q3-2026
Relevante Features für Sie
One platform for sourcing, closing, integration.
See in a 45-minute enterprise demo how we manage 8 PE investments in an audit-trail-ready system.