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  • Client Portal
Q-Biz Solutions Q-Biz Solutions
  • Home
  • About Us
  • Technology
  • Team
  • Clients
  • Solutions
  • Services
  • Contact
  • Client Portal
  • For the Private Equity Back-Office
    Our Technology. Our Team. Your Success.
    Our Technology.
    Our Team.
    Your Success.
    For the Private Equity
    Back-Office

About Us

Since 2009, we have helped private equity back-office teams enhance their data capture, reporting, and automation.

Our proprietary PEView™ software provides easy access to all your information from one intuitive interface, handles complex fund structures and economic arrangements, and provides best of breed reporting. In addition, we’ve built an experienced team of accounting professionals committed to helping you meet the growing demands on your back-office. We offer a full range of implementation and outsourcing services tailored to your needs and budget.

By The Numbers

508.210.0155
Phone

2005
Year PEView was first implemented

Version 5.3
Most recent version of PEView

November 2017
Most recent PEView release

100+
Years of collective PE back-office experience

110+
Number of PE firms served on PEView
*Including indirects

Our Technology | Your Solution

Our Technology, Your Solution

Each client has unique software requirements due to differences in partnership agreements, fund structure, investment strategies, investor base, historical reporting practices, and auditor requirements.

We designed PEView with the flexibility to address your data capture, reporting, and transactional processing needs. It’s easy to modify our standard reports to include your custom attributes and calculations using our integrated Excel-based report writer.

Standard PEView reports include:

  • Financial statements and supporting schedules
  • Investment rollforwards with full life cycle activity detail by security
  • Investor rollforwards with supporting details of contributions, distributions, and allocations
  • Fund analysis reports such as net IRR analyses for multiple partner classes
  • Portfolio analysis reports over user defined periods and dimensions
  • Portfolio company financial and operating metric analyses
  • Commitments and reserves analysis

Our Team | Your Partner

Our Team,
Your Partner

Our personal connection with each client truly differentiates Q-Biz Solutions.

You can count on the Q-Biz team to promptly respond to your questions and challenges with knowledgeable, practical guidance and support. It’s all about our “can do” attitude, extensive private equity industry experience, and genuine interest in your success.

Meet Our Team

 

Jayne Thompson CPA (Inactive)
Managing Director
“My role is to help our team configure PEView to each client’s unique requirements and share best practices with clients to help them operate more effectively. And I especially relish the challenge of automating complex waterfall provisions.”
Joined Q-Biz: Founder
PE/VC experience: 22 years
Prior experience: Columbia Capital (CFO); AppNet NoVA Office (VP of Operations); NMP Inc. (CFO); and Ernst & Young (Senior Manager)
Education: University of Notre Dame (BBA and MBA)
Jayne's Bio
Nield Montgomery
Managing Director
“We get involved with the day-to-day challenges of our clients. My role is to listen to clients and look for ideas for enhancements to PEView to meet those challenges. Automating client ideas in PEView is very satisfying.”
Joined Q-Biz: 2009
PE/VC experience: 28 years
Prior experience: PE Data Services (Owner); Analytx (COO); and Weiss, Peck, Greer Venture Partners (Assistant Controller)
Education: Assumption College (BA)
Nield's Bio

Danielle Bechard
Senior Manager, Fund Administration
"Success is when a PE View client is so confident in our expertise and technology that they turn to us with their most daunting challenges."
Joined Q-Biz: 2018
PE/VC experience: 19 years
Prior experience: Thomas H. Lee Partners (Fund Controller) Clarus Ventures (Fund Controller), PwC (Senior Audit Associate)
Education: Bentley University (BS – Accountancy)
Danielle's Bio
Andy Benoit CPA (Inactive)
Director
“With PEView, we have so much flexibility to address client reporting needs. I enjoy creating a new report for a client and seeing how happy they are with the finished product.”
Joined Q-Biz: 2014
PE/VC experience: 14 years
Prior experience: Grove Street Advisors (Finance Manager)
Education: Assumption College (BA) and Northeastern University (MSA)
Andy's Bio
Carrie Bowler
Senior Technical Manager
“I love to deliver our clients operational and technical solutions that save them time over and over again. It’s the equivalent of putting time in a bottle for them!”
Joined Q-Biz: 2015
PE/VC experience: 6 years
Prior experience: College of the Holy Cross (Director of Advancement Services); and project leader roles with two software companies
Education: Boston University (BS) and Bentley University (MS Computer Info Systems)
Carrie's Bio
Helen Clayton
Director of Fund Administration
“My primary goal is to help clients get comfortable in a new software environment. I find it especially rewarding when users develop a level of confidence with our software that enables them to solve problems independently.”
Joined Q-Biz: 2012
PE/VC experience: 21 years
Prior experience: Columbia Capital (Fund Accounting Manager)
Education: Virginia Wesleyan College (BA)
Helen's Bio
Leslie Horn
Fund Controller
"PEView is able to take complex accounting structures and filter it down into simple and tailored reporting solutions that allow the client to focus on the information most important to their decision making."
Joined Q-Biz: 2019
PE/VC experience: 12 years
Prior experience: Glencoe Capital, LLC (Controlloer - Family Office Operations), McGladrey & Pullen (Senior Associate), PwC (Experienced Associate)
Education: Indiana University (BA)
Leslie's Bio
Cinda Jones CPA (Active)
Senior Implementation Manager
"As a prior Fund Administrator and user of the PEView system, I can provide data migration support to streamline client deliverables and reporting requirements, optimizing the power of the system and its capabilities."
Joined Q-Biz: 2018
PE/VC experience: 7 years
Prior experience: LeverPoint (Controller), State Street Bank (Executive Director in Fund Administration), Crowe Horwath (Senior Audit Associate)
Education: Cal Poly, San Luis Obispo (BS in Finance and Accounting)
Cinda's Bio
Mark Karchov CPA (Active), CFA
Director, Operations and Fund Administration
“PEView provides complete transparency, allows for customization, minimizes data error, and enhances the ability to understand, interpret and utilize its output. This powerful tool is enhanced when supported by the talented and experienced client service team at Dynamo.”
Joined Q-Biz: 2019
PE/VC experience: 17 years
Prior experience: Wilshire Associates, Inc. (Senior Vice President), Standish Management, LLC (Manager), Anchorage Capital Group, LLC (Fund Accountant) and approximately 10 years in public accounting, primarily with Rothstein Kass & Company, P.C., subsequently acquired by KPMG US LLP (Senior Manager)
Education: Boston University (BSBA), Fordham University (MS in Taxation)
Mark's Bio
Danny Neuwirth
Fund Controller
"As a former auditor, I appreciate the control our PEView software provides. I love to demonstrate how our team can streamline complex reporting tasks and add real value back to our clients' operations."
Joined Q-Biz: 2017
PE/VC experience: 4 years
Prior experience: PwC
Education: Florida Atlantic University (Dual BBA and MAcc)
Danny's Bio
Beth Pryor CPA (Inactive)
Senior Manager, Fund Administration
“At Q-Biz, we strive to develop a connection with each client. As a former coach, I know that teamwork is everything and I love when that client connection 'clicks'.”
Joined Q-Biz: 2013
PE/VC experience: 13 years
Prior experience: Sterling Partners (Senior Fund Accountant)
Education: Notre Dame of Maryland (BA) and University of Maryland (CPA Cert Program)
Beth's Bio
Leah Puening CPA (Active)
Fund Controller
“With PEView, I can support our clients with customized, detailed reports that display the information they need in an easily understood format.”
Joined Q-Biz: 2015
PE/VC experience: 6 years
Prior experience: Grant Thornton (Senior Audit Associate)
Education: Ohio Wesleyan University (BA) and Wake Forest University (MSA)
Leah's Bio
Lindsay Wright CPA (Active)
Senior Manager, Fund Administration
"PEView is distinguishable vs. other software solutions I’ve used throughout my career. With PEView, clients are provided a uniquely customizable solution to automate complex reporting with the support of a knowledgeable team with industry experience."
Joined Q-Biz: 2019
PE/VC experience: 14 years
Prior experience: Highland Capital Partners (Fund Controller), Bain Capital (Senior Finance Associate), Deloitte
Education: Villanova University (BS – Accountancy / BS – Business Administration - Finance )
Lindsay's Bio

 

Our Clients | Your Peers

Our Clients,
Your Peers

Our clients include venture, buy-out, fund of funds, SBICs, family offices, and other private equity firms with assets under management ranging from under $200 million to nearly $5 billion.

Your peers taking advantage of our solutions include:

 

  • Q-Biz Solutions and PEView Software Client: ABS Capital Partners
    ABS Capital Partners

    Baltimore, MD

  • Q-Biz Solutions and PEView Software Client: Alsop Louie Partners
    Alsop Louie Partners

    San Francisco, CA

  • Bull City Venture Partners

    Durham, NC

  • Q-Biz Solutions and PEView Software Client: Capital Partners
    Capital Partners

    Greenwich, CT

  • Q-Biz Solutions and PEView Software Client: Charles River Ventures
    Charles River Ventures

    Cambridge, MA

  • Q-Biz Solutions and PEView Software Client: Civic Partners
    CIVC Partners

    Chicago, IL

  • Q-Biz Solutions and PEView Software Client: Columbia Capital
    Columbia Capital

    Alexandria, VA

  • Q-Biz Solutions and PEView Software Client: Columbia Partners Investment Management
    Columbia Partners

    Chevy Chase, VA

  • Q-Biz Solutions and PEView Software Client: Dyson Capital Advisors
    Dyson Capital Advisors

    Alexandria, VA

  • Q-Biz Solutions and PEView Software Client: Edge Natural Resources, LLC
    Edge Natural Resources

    Dallas, TX

  • Q-Biz Solutions and PEView Software Client: Flybridge
    Flybridge

    Boston, MA

  • Q-Biz Solutions and PEView Software Client: Founder Collective
    Founder Collective

    Cambridge, MA

  • Q-Biz Solutions and PEView Software Client: Frontier Capital
    Frontier Capital

    Charlotte, NC

  • Q-Biz Solutions and PEView Software Client: Global Enviro Fund
    Global Environment Fund

    Chevy Chase, MD

  • Industry Ventures

    San Francisco, CA

  • Q-Biz Solutions and PEView Software Client: Intersouth Partners
    Intersouth Partners

    Durham, NC

  • Investor Growth Capital

    New York, NY

  • Q-Biz Solutions and PEView Software Client: Ironwood Capital
    Ironwood Capital

    Avon, CT

  • Q-Biz Solutions and PEView Software Client: JMI Equity
    JMI Equity

    Baltimore, MD

  • Middleland Capital

    Washington D.C.

  • Q-Biz Solutions and PEView Software Client: Muller and Monroe Asset Management
    Muller & Monroe Asset Management

    Chicago, IL

  • Q-Biz Solutions and PEView Software Client: New Capital Partners
    New Capital Partners

    Birmingham, Alabama

  • Q-Biz Solutions and PEView Software Client: Novus Energy Partners
    Novus Energy Partners

    Alexandria, VA

  • Q-Biz Solutions and PEView Software Client: RockPort Capital
    RockPort Capital

    Boston, MA

  • Q-Biz Solutions and PEView Software Client: Route Sixty-Six
    Route Sixty-Six Ventures

    Alexandria, VA

  • Spark Capital

    Boston, Massachusetts

 

In addition, our client list includes fund administrators who serve many PE/VC firms from the PEView platform.

Your Challenges | Our Solutions

Your Challenges,
Our Solutions

 We understand the challenges you face.

And true to our name, we have multi-dimensional solutions.

Centralize information

Centralize information

Aggregate and organize your data and documents currently stored in multiple sources in our intuitive “Views” for easy on screen and reporting access.

 

Learn More

Expand reporting and analytics

Expand reporting and analytics

Easily respond to routine and ad hoc reporting and analysis requests using our 70+ standard reports available “out of the box.”

 

Learn More

Improve

Improve accuracy

Reduce the risk of human error and data integrity issues by eliminating the need to enter the same data in multiple files.

 

Learn More

Enhance automation and controls

Enhance automation and controls

Streamline your operations and enhance your firm’s ability to scale without adding staff by automating your accounting entries using our customizable transaction definitions for private equity transactions such as capital calls, distributions, and full life cycle investment activity.

 

Learn More

Extend staffing

Extend staffing

Leverage the private equity industry knowledge and experience of the Q-Biz team for specific transaction questions or short- or long-term accounting outsourcing assignments.

 

Learn More

Reduce costs

Reduce costs

Reduce your total cost of ownership by taking advantage of PEView’s intuitive administration module and Excel based report designer to tailor data capture and reporting.

 

Learn More

Our Services | Your Support

Our Services,
Your Support

Put our team to work for your firm. We offer our services a lá carte and help you make the most of your budget.  Plus you can switch between insourcing and outsourcing of your fund administration activities as your needs change over time. From supporting your PEView implementation to providing outsourced services, you can depend on the Q-Biz team.

PEView Implementation Services

  • Project management
  • Design
  • Configuration
  • Report customization
  • User training
  • Data migration

 

Outsourcing Services

  • General fund accounting
  • Financial statement preparation
  • Investor capital accounts
  • Capital calls & distributions
  • Treasury administration
  • Investor relations
  • Portal administration
  • Audit & tax coordination

Let's Start Working Together

Learn more about our private equity back-office solutions. Contact us by phone at 508-210-0155 ext. 2 or request a demo below:

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