Our knowledge and first-hand experience in the private equity field
allows us to provide domain expertise and suggestions for best practices.
We work with well-established firms looking to migrate from inefficient
legacy systems, new firms that are just getting started, or spin-off
entities that need to set up their own back office. We can also
make recommendations to optimize your GL set up to improve your
ability to track expenses within your accounting software.
Deal Flow Focus
TripsWare manages expenses from all sources for all aspects of deal
flow including fund raising, due diligence, portfolio company management,
and management company overhead. Combine all your Credit Card and
Out of Pocket expenses on one report, submit individual reports
by project or trip or in combination.
Due Diligence and Portfolio Company
With TripsWare, you can easily track portfolio company management
expenses or due diligence expenses until the outcome of a project
becomes known and some or all expenses can be appropriately billed,
written off or partially reclaimed.
Built-in Invoicing Module for Portfolio
Company Bill Back
Our built-in invoicing module allows you to generate customized
invoices in seconds, expediting the recovery of expenses from portfolio
companies, partnerships or closing deal fees.
We help investment firms with all types of expense management challenges.
If you have a specific nuance related to your back office operations
or accounting workflow, we can design a customized solution for
We recognize that our clients are busy professionals who need attentive
and personalized service. As a boutique firm, we pride ourselves
on our consistent record of excellent customer support. Upon implementation,
your firm will be assigned a dedicated TripsWare team who will assist
you with all services, including sales, training, billing, and technical
As a Software as a Service (SaaS) solution, TripsWare has minimal
upfront set-up costs and affordable monthly subscription fees. The
hard dollar savings you'll realize from increased efficiency, reduced
time spent on data entry and report preparation, and faster recovery
of billable expenses, will more than offset the cost. And we
haven't even mentioned the intangible benefits such as less aggravation
and happier employees!
Request Product Demo
Video tour - See how easy expense reporting can be with TripsWare.