Workflow
Your Entire Process. One Workspace.
Pipeline, notes, tasks, data rooms, and IC memos connected by a single data model. What you capture in a meeting note today shows up in your fund comparison tomorrow.
The Problem
Your process lives in various places.
Spreadsheets for the longlist. Email threads for GP updates. Shared drives for data rooms. Word documents for IC memos. Each tool works in isolation.
Longlist
GP Updates
Data Rooms
IC Memos
What's Inside
The full toolbox in one workspace, with one centralised data model.
Every tool writes into the same relational database, so what you capture in a meeting note today shows up in your fund comparison tomorrow.
The Foundation
Apples to apples, by design.
Every opportunity, every fund, every metric is captured against a consistent data model. That is what makes head-to-head comparison possible across managers, vintages, and strategies. It is the layer that turns notes into insight.
Notes
Every meeting, every call, in one place.
Capture GP calls, site visits, and reference checks against the fund they belong to. Notes stay searchable, attributable, and linked to the opportunity, not lost in someone's inbox.
Collaboration
Built for teams of two or twenty.
Assign team members to opportunities. Track who said what, when. Shared notes, tasks, and memos so the whole team works from the same picture, even when the analyst changes.
Tasks
From longlist to IC, with deadlines that stick.
Assign tasks to opportunities, set deadlines, track completion. No separate project tool to maintain. Your task list and your pipeline are the same view.
Output
IC memos drafted from your data, not from scratch.
Generate IC-ready memos and fund reports directly from the workspace. Pulls from your notes, your tasks, and the underlying data model. You edit, you don't start with a blank page.
What Makes It Different
Not another SaaS tool. A workspace built on real data.
Pipeline, tasks, notes, and memos are table stakes. What makes QFT different is what sits underneath: 20,000+ benchmarked Private Equity transactions, peer-reviewed methods, and a centralised data model designed for institutional comparability.
Built For
Lean teams that need to act like institutions.
Whether you are a single family office moving into Private Equity for the first time or an institutional allocator consolidating fragmented processes, the workspace adapts to how you already work and adds the structure your spreadsheet stack is missing.
Your Data Stays Yours
Institutional-grade data protection. Purpose-built for LP-sensitive information.
EU Data Residency
Data stored only in EU/EEA. Zero cross-border transfers.
AES-256 Encryption
AES-256 at rest. TLS 1.2+ in transit. Keys managed with strict access controls.
GDPR Compliance
Data processor under a dedicated Data Protection Addendum (DPA).
Data Ownership
Your data is yours. No secondary use. Deleted on termination.
Read more about Data & Security →Start your next diligence here.
One opportunity. One workspace. See how fast you get from longlist to IC memo.