Investment Management

schedule a demo with Gravity Software

Manage your private investment portfolio with ease and precision

Manage your private investment portfolio

Keep track of equity, debt, or other investments in private companies with a centralized platform.

Track purchases and sales

Create transactions seamlessly integrated with your General Ledger for accurate financial tracking.

Multi-currency investment management

Record investments in various currencies and track unrealized gains and losses from exchange rate fluctuations.

Gravity-Software-Investment-Management-Accounting

Tracking private investments

Gravity Software’s Investment Management module provides a robust solution for managing private investments. Whether you’re tracking equity, debt, or other investments in private companies, this tool simplifies the process and integrates directly with your General Ledger, enabling accurate and automated financial tracking.

Designed with flexibility in mind, the system supports multi-currency investments, allowing you to record and monitor unrealized gains and losses due to both currency exchange fluctuations and changes in market valuations. With intuitive tools to manage purchases, sales, and revaluations, Gravity Software ensures you stay on top of your investment portfolio with minimal effort.

 

email-Edward-Porter-Headshot-Round-400x400

“Now, instead of piecing information together from Dynamics GP, I just run a report in Gravity and there it is. It’s much more streamlined. It used to take me a full day to get some of the financial reporting done, and now it just takes me a couple hours.”

Ed Porter, Accounting Manager
Weight Watchers of Maine


More great features you'll love

Multi-Currency

Multi-Currency

Gain full transparency in all your assets and investments.

Learn More
Gravity-Software-Features-Multi-Entity-Multi-Company-Icon

Multi-Entity

Easily manage multiple funds, companies, or entities.

Learn More
General-Ledger-Icon

General Ledger

Investment transactions are fully integrated to your General Ledger.

Learn More

Resources to power your business

The pandemic has presented a unique opportunity for private equity firms to make their existing portfolio companies more profitable and identify new...
READ MORE
Whether your business has just made its first foray into the investment sphere or investing is its sole purpose, it's important to manage those...
READ MORE
Looking for a cloud-based accounting software solution – an alternative to Sage Intacct Cloud? Do you need more security, cloud accounting features...
READ MORE

Get started with Gravity Software today!

schedule a demo with Gravity Software

Frequently
asked
questions

arrow

What is Gravity Software’s Investment Management module?

Gravity Software’s Investment Management software is a comprehensive solution for tracking and managing private investment portfolios. It helps businesses monitor equity, debt, and other investments in private companies, with seamless integration into the General Ledger for precise financial reporting.

Can I track investments in multiple currencies with Gravity Software?

Yes, Gravity Software’s multi-currency investment management feature allows you to track investments in various currencies. It automatically records unrealized gains and losses caused by currency exchange rate fluctuations, making it ideal for global portfolios.

How does Gravity Software handle purchases and sales of investments?

The Investment Management system simplifies the process of recording purchases and sales. These transactions are automatically reflected in your General Ledger, with the system calculating costs, realized gains, and unrealized gains or losses for accurate financial insights.

Can I group and categorize my investments in Gravity Software?

Yes, investments can be grouped by Companies, Categories, or Fund Families. This feature helps you organize your portfolio and generate tailored reports for more effective investment analysis.

Does Gravity Software provide detailed investment reporting?

Absolutely! Gravity Software’s investment tracking software offers automated reporting tools that calculate costs, valuations, and gains/losses. This ensures you have all the data necessary to make informed investment decisions.

Is Gravity Software suitable for managing private investment portfolios?

Yes, Gravity Software’s private investment management solution is specifically designed to track equity, debt, and other investments in private companies. It’s perfect for businesses looking to simplify portfolio management.

How does the system handle unrealized gains and losses on investments?

Gravity Software tracks unrealized gains and losses due to market revaluations and currency exchange fluctuations. These values are recorded to provide accurate and real-time insights into your investment portfolio.

Does Gravity Software integrate with other financial management features?

Yes, the Investment Management module integrates seamlessly with Gravity Software’s General Ledger and Accounts Payable, ensuring smooth workflows and accurate financial tracking.

Can I manage investment activities across multiple companies or entities?

Yes, Gravity Software supports cross-entity operations, making it easy to manage investments and generate reports across different companies or organizational structures.

How can I start using Gravity Software’s Investment Management solution?

Request a demo or download the detailed product fact sheet to explore how Gravity Software can simplify your investment tracking.

{ "@context": "https://schema.org", "@type": "FAQPage", "mainEntity": [ { "@type": "Question", "name": "What features does Gravity Software provide for investment management?", "acceptedAnswer": { "@type": "Answer", "text": "Gravity Software offers multi-entity management, advanced financial reporting, and tools to streamline investment operations." } }, { "@type": "Question", "name": "How does Gravity Software support multi-currency transactions?", "acceptedAnswer": { "@type": "Answer", "text": "Gravity Software includes built-in multi-currency functionality, allowing businesses to transact, report, and manage finances seamlessly across currencies without additional toggles or configurations." } }, { "@type": "Question", "name": "Does Gravity Software integrate with other platforms?", "acceptedAnswer": { "@type": "Answer", "text": "Yes, Gravity integrates with tools like Microsoft Power BI for enhanced reporting and other accounting and CRM software for operational efficiency." } }, { "@type": "Question", "name": "Is Gravity Software suitable for small investment firms?", "acceptedAnswer": { "@type": "Answer", "text": "Yes, Gravity Software's scalable architecture supports small to medium-sized investment firms with features tailored to manage growth effectively." } }, { "@type": "Question", "name": "What reporting capabilities are available in Gravity Software?", "acceptedAnswer": { "@type": "Answer", "text": "Gravity offers dimensional reporting, real-time financial insights, and consolidated reports across multiple entities and currencies." } } ] }