What is Part 7 of the Power of Pereview video series about?

In Part 7, “Manage Debt and Equity in One Platform,” Jeff Wilson explains how bringing both sides of the balance sheet together in one system eliminates data silos, reduces duplicate work, and gives firms a single, accurate view of performance.

Why is it important to manage debt and equity together?

Most firms manage debt and equity separately, leading to inconsistent definitions, disconnected reports, and slower decision-making. Managing them together creates one version of the truth across underwriting, asset management, and portfolio reporting.

How does Pereview unify debt and equity data?

Pereview connects all equity and debt data—from underwriting assumptions to property performance and loan terms—into a centralized platform. This allows teams to analyze exposure, performance, and risk in real time across the entire investment lifecycle.

What are the benefits of managing both in one system?

Firms gain consistent reporting, faster workflows, better collaboration, and stronger insights into total portfolio performance. It also eliminates the need to reconcile key metrics like NOI or DSCR between systems.

Who should watch this video?

Asset managers, portfolio managers, CIOs, CFOs, and investment teams responsible for both credit and equity strategies who want to streamline operations and improve reporting accuracy.

What will I learn from this video?

You’ll see how Pereview empowers firms to unify data across funds, loans, and assets—standardizing reporting and giving decision-makers full visibility into the financial health of their portfolios.

Does Pereview integrate with existing systems?

Yes. Pereview integrates with over 100 accounting, property management, and data systems—including Yardi, MRI, Juniper Square, DealCloud, and Excel—so firms can connect all relevant data sources in one place.

How does this integration improve reporting?

By consolidating all performance, loan, and equity data into a single source of truth, Pereview automates reporting across teams and ensures every stakeholder sees consistent, validated numbers.

Do I need to register to view the video?

Yes. Fill out the short form on the landing page to access the video and learn how managing debt and equity together delivers better insights and a stronger return on your technology investment.

How can I see this capability in action?

After watching, you can request a personalized demo to see how Pereview unifies debt and equity management in one flexible platform for the way your firm does business.

Takeaways from Private Funds CFO Insights 2026: Modern operations and the evolving role of the CFO

Private Funds CFO Insights 2026

Modern operations and the evolving role of the CFO

Why watch this video?  

The CFO role is changing fast. See what modern operations now demand from private funds leaders.

Please fill out this form to watch now

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Private Funds CFO Insights 2026

Modern operations and the evolving role of the CFO

Why watch this video?

The CFO role is changing fast. See what modern operations now demand from private funds leaders.

Please fill out this form to watch now

Please fill out this form to watch now

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