SOC 2 Audited / ISO 27001

AI-powered Compliance Software for Private Equity

Accelerate transactions and maintain compliance. [MinuteBox] provides private equity teams with the tools to manage portfolio company records, track compliance deadlines and streamline investor reporting to support efficient deal execution and governance.

  • Centralize entity data to simplify due diligence, fund formation and post-close integration.
  • Track ownership structures, cap tables and foreign registrations with ease.
  • Gain real-time visibility into portfolio entities, governance details and reporting.
Fund Formation

Streamlined Fund Setup and Documentation

Launch new funds efficiently with centralized entity management for LP/GP structures. Manage fund formation documents, subscription agreements and partnership records in one secure platform designed for the complexity of private equity.
  • Manage LP/GP structures and fund entities
  • Centralize subscription documents and partnership agreements
  • Track fund formation milestones and deadlines
Portfolio Company Management

Centralized Entity Records for Your Portfolio

Manage all portfolio company records in one secure platform. Track ownership structures, cap tables and corporate changes across your entire portfolio with real-time visibility and comprehensive reporting.
  • Centralize entity data across all portfolio companies
  • Track cap tables, ownership structures and corporate changes
  • Real-time visibility into portfolio company records
Deal Execution & Due Diligence

Secure Data Rooms for Transactions

Accelerate deal execution with secure virtual data rooms built for private equity. Share confidential documents with potential buyers, lenders and advisors while maintaining complete control over access and visibility.
  • Secure data rooms for M&A and fundraising
  • Granular access controls and watermarking
  • Track document views and engagement analytics
Governance & Compliance

Board Portals and Compliance Tracking

Keep portfolio company governance on track with board portals, compliance calendars and automated reminders. Manage SEC and Blue Sky filings, track director questionnaires and ensure regulatory deadlines are never missed across your entire portfolio.
  • Board portals with agenda builder and board books
  • Blue Sky and SEC filing tracking
  • Director questionnaires and voting
Reporting & Investor Relations

Portfolio Visibility and Investor Reporting

Generate org charts, ownership reports and portfolio summaries on demand. Provide LPs with clear visibility into fund structures and portfolio company data while maintaining the accuracy and compliance your investors expect.
  • Generate org charts and ownership reports on demand
  • Portfolio summaries for LP reporting
  • Export data for investor communications
Ready to simplify
corporate governance?

Discover how MinuteBox can help your legal and corporate teams work smarter, faster and more securely.