What is Pepper ?
Pepper is a cloud native Investment Data Platform that powers investment managers decision-making infrastructure. It has a full suite of functionality that enables Investment Managers to create a single golden source of data for all their functional requirements, investor reporting, compliance reporting, and analytics.
How does Pepper work?
Pepper is built natively on the cloud and all its functionality sits on a secure cloud platform. Users access through a secured browser connection. There are no local installations. Cost of usage is based on the period of contract and the total usage of the platform. You never ever have to buy or replace an equipment. It scales effortlessly based on your needs. And you always are working on the latest version of the software.
How is Pepper different from other portfolio Management apps?
Pepper has been designed from the ground up to be the golden sources of all your data. It integrates data across different functions like CRM, Deal Management, Documents, Portfolio Management, Accounting, and Expense Management within the organization, giving you one place to run complex reports or manage your analytics. Other systems work in silos and perform highly specific tasks, meaning you might be entering the same data in many systems and the task of keeping data updated lies with you. This becomes an impossible ask. With Pepper, you only enter data once, and we take on the responsibility of keeping your data updated.
Can I customize Pepper?
A user can unload an unlimited number of documents related to the fund, deals, and transactions. Pepper’s document searches through every document, providing critical access to trapped information.
How does Pepper benefit my fund?
Pepper comes with many benefits to an Investment Manager:
1. Pepper maintains and becomes the golden source of data making it easier to develop and run complex analytics and reports
2. Never worry about buying, managing, and maintaining another server hardware, operating system, database, or security software
3. Pepper includes all data including your documents, your notes, your emails, and your calendar, reducing complexity and increasing collaboration across teams
4. Pepper reduces operational costs by over 60% while giving you better transparency and control over your data
How do I get access?
You can request a free account here, or call us to sign up for an enterprise license.
Is Pepper live?
Pepper is ready to power your enterprise and take you on the cloud transformation journey.
Can I customize Pepper?
Pepper is highly configurable and able to meet the needs of most users. This means we are never developing software for individual users, but it still works in a highly customized fashion, meeting your specific needs. Users have control of how they want to configure the software based on their individual business needs.
We have existing software at our fund. Will you work with those products?
Pepper is designed to work in an ecosystem. We integrate with a variety of other products that extend the productivity at an Investment Management firm. We will be happy to integrate with any tools that you are currently using and ensure seamless data flow.
Who at my fund can use Pepper ?
Pepper is built to be used by everyone at a fund. There are no restrictions on the number of users. Every user gets his or her login based on the roles and responsibilities.
How does Pepper get its data ?
Pepper works for the Fund Manager. It captures the deals, transactions, and operations data through a variety of ways, including data imports, APIs, Excel interface, data extraction from PDFs, as well as plain old manual inputs.
Does Pepper have a CRM ?
Pepper has a CRM system custom-built for asset managers. Our CRM allows portfolio managers to track every aspect of their deal flow, from key dates, contacts, documents, workflows, and files, all stored directly at the deal level. We offer at-a-glance views of all underlying holdings in each deal, coming directly from the live asset library, email and calendar integration directly into the Pepper system, as well as API connectivity to tools you may already be using, such as Slack, Dropbox, Hubspot, and more.
