Investran
The Investran course equips private equity accountants, fund administrators, and investment operations professionals with mastery of FIS® Private Capital Suite (formerly Investran), the platform used by 18 of the top 20 PEI 300 firms to automate fund accounting, investor reporting, and NAV calculations. It solves the critical pain point of managing complex, error-prone manual processes in fund administration, where 73% of firms report significant operational inefficiencies. Learners gain hands-on skills in core modules like Waterfall & Carry, Portfolio Monitoring, and Digital Data Exchange.
This training prepares professionals for FIS Private Capital Suite certification, validating expertise in the industry’s leading private equity fund administration platform. Koenig Solutions delivers this with Guaranteed-to-Run live sessions and 30-day lab access, ensuring practical mastery. Graduates are positioned to streamline compliance, enhance investor reporting, and drive operational efficiency in high-demand roles at firms like KKR, Goldman Sachs, and leading fund administrators.
Training Formats & Pricing
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Course Overview
The Investran course by Open Source is designed for finance and investment professionals seeking mastery in private equity fund administration using the Investran platform. While no formal certification exam code is publicly designated, this training prepares candidates for roles such as Fund Accountant, Investment Operations Manager, and Portfolio Analyst within alternative investment firms. With over 70% of mid-to-large private equity firms adopting Investran or its successor FIS Private Capital Suite for back-office automation, proficiency in this system has become a key differentiator in the competitive financial services job market.
Participants engage with core components of the Investran ecosystem including General Ledger (GL) configuration, Allocation Service setup, Batch Processing, Entity Management, CRM integration, and Security Master for equity and bond issuances. The hands-on lab environment simulates real-world deployment scenarios where students configure multi-client fund structures, automate capital call workflows, and build investor reporting templates using OLEDB and DIU tools. Using live access to Investran’s interface, learners complete a capstone project involving end-to-end migration of a private credit fund from Excel, including data validation, allocation rule design, and system stabilization—mirroring actual implementation tasks performed by consultants at firms like FIS and Apex Group.
This Open Source-focused Investran training enhances career trajectories by validating expertise in one of the industry’s most widely used private equity platforms. Professionals with Investran skills command salaries ranging from $99,830 to $167,700 annually in consulting and operations roles, according to FIS job postings. Koenig Solutions supports learners with Guaranteed-to-Run batches, official courseware, and expert-led instruction that ensures deep conceptual and applied understanding. Graduates are positioned to lead digital transformation initiatives in fund accounting, drive operational efficiency, and advance into leadership roles managing complex alternative investment portfolios.
What You'll Learn
Prerequisites
- - Basic understanding of private equity accounting - Familiarity with investment concepts - Experience with financial data analysis - Proficiency in Microsoft Office, especially Excel - Prior exposure to Investran or similar financial software systems Investran Certification Training Overview Investran certification training equips participants with expertise in the Investran private equity software. The course typically covers navigation, data entry, and reporting features, offering insights into investment accounting, partnership accounting, and investor management. Additionally, trainees learn about fund structures, capital calls, distributions, and financial statements preparation. The program aims to enable users to efficiently manage private equity and alternative investment data, enhancing their operational capabilities within the Investran platform. Why Should You Learn Investran? Learning an Investran course in stats hones financial data management skills, enhances proficiency in private equity accounting, improves portfolio monitoring, and helps grasp sophisticated fund performance analytics. It offers a competitive edge in finance careers by mastering a specialized tool for investment tracking and reporting.
Certification Exam
Everything you need to know about the Investran certification exam
What's Included in Your Training
Every enrollment comes packed with resources to maximise your learning and exam success
Exam Preparation Materials
Practice Test Questions (200+)
Certificate of Completion
Post-Training Support (30 days)
Session Recording Access
Free Rescheduling (7+ days notice)
Career Outcomes
of Investran certified professionals report career advancement within 6 months
Salary Impact
Average salary increase reported after obtaining the Investran certification
*Source: Glassdoor / LinkedIn 2025
Job Roles
- Investran Consultant
- Private Equity Systems Analyst
- Investran SME
- Financial Systems Implementation Specialist
- Alternative Investments Technology Consultant
- Fund Accounting Systems Engineer
Companies Hiring
and 5,000+ organizations worldwide seeking Investran certified professionals
Course Student Reviews
Real results from IT professionals who trained with Koenig — rated 4.9/5 from 18,400+ verified reviews.
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“Passed AZ-104 on first attempt. The MCT knew the exact exam patterns and the labs were exactly what Microsoft tests. Worth every penny.”
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“I trained 15 of my team members for SC-200. Koenig's on-site delivery was seamless and all 15 passed within 3 months.”
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“The 1-on-1 format was a game changer. My trainer adjusted the pace to my schedule and I cleared PL-300 while working full-time.”
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“From AZ-900 to AZ-305 in 6 months. Koenig's structured roadmap and MCT mentoring made the expert level achievable.”
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“As an L&D head I've used 5 training vendors. Koenig's MCT quality, MOC materials, and ESI compliance is in a different league.”
100+ Learners Trained ✓ Verified -
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“SC-900 and SC-300 back to back — both cleared first try. The security curriculum at Koenig is incredibly thorough and up to date.”
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“AI-102 was daunting but the trainer broke it down perfectly. Real Azure OpenAI labs made the difference. Highly recommend.”
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“DP-600 Fabric certification done in 3 weeks of part-time study. The customised schedule around my timezone was a lifesaver.”
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“Our whole DevOps team got AZ-400 certified through Koenig's corporate training. Smooth logistics and top-tier MCTs throughout.”
AZ-400 Team Training ✓ Verified -
★★★★★
“Passed AZ-104 on first attempt. The MCT knew the exact exam patterns and the labs were exactly what Microsoft tests. Worth every penny.”
AZ-104 Certified ✓ Verified -
★★★★★
“I trained 15 of my team members for SC-200. Koenig's on-site delivery was seamless and all 15 passed within 3 months.”
Enterprise Client ✓ Verified -
★★★★★
“The 1-on-1 format was a game changer. My trainer adjusted the pace to my schedule and I cleared PL-300 while working full-time.”
PL-300 Certified ✓ Verified -
★★★★★
“From AZ-900 to AZ-305 in 6 months. Koenig's structured roadmap and MCT mentoring made the expert level achievable.”
AZ-305 Expert ✓ Verified -
★★★★★
“As an L&D head I've used 5 training vendors. Koenig's MCT quality, MOC materials, and ESI compliance is in a different league.”
100+ Learners Trained ✓ Verified -
★★★★★
“SC-900 and SC-300 back to back — both cleared first try. The security curriculum at Koenig is incredibly thorough and up to date.”
SC-300 Certified ✓ Verified -
★★★★★
“AI-102 was daunting but the trainer broke it down perfectly. Real Azure OpenAI labs made the difference. Highly recommend.”
AI-102 Certified ✓ Verified -
★★★★★
“DP-600 Fabric certification done in 3 weeks of part-time study. The customised schedule around my timezone was a lifesaver.”
DP-600 Certified ✓ Verified -
★★★★★
“Our whole DevOps team got AZ-400 certified through Koenig's corporate training. Smooth logistics and top-tier MCTs throughout.”
AZ-400 Team Training ✓ Verified
-
★★★★★
“Passed AZ-104 on first attempt. The MCT knew the exact exam patterns and the labs were exactly what Microsoft tests. Worth every penny.”
AZ-104 Certified ✓ Verified -
★★★★★
“I trained 15 of my team members for SC-200. Koenig's on-site delivery was seamless and all 15 passed within 3 months.”
Enterprise Client ✓ Verified -
★★★★★
“The 1-on-1 format was a game changer. My trainer adjusted the pace to my schedule and I cleared PL-300 while working full-time.”
PL-300 Certified ✓ Verified -
★★★★★
“Passed AZ-104 on first attempt. The MCT knew the exact exam patterns and the labs were exactly what Microsoft tests. Worth every penny.”
AZ-104 Certified ✓ Verified -
★★★★★
“I trained 15 of my team members for SC-200. Koenig's on-site delivery was seamless and all 15 passed within 3 months.”
Enterprise Client ✓ Verified -
★★★★★
“The 1-on-1 format was a game changer. My trainer adjusted the pace to my schedule and I cleared PL-300 while working full-time.”
PL-300 Certified ✓ Verified
-
★★★★★
“From AZ-900 to AZ-305 in 6 months. Koenig's structured roadmap and MCT mentoring made the expert level achievable.”
AZ-305 Expert ✓ Verified -
★★★★★
“As an L&D head I've used 5 training vendors. Koenig's MCT quality, MOC materials, and ESI compliance is in a different league.”
100+ Learners Trained ✓ Verified -
★★★★★
“SC-900 and SC-300 back to back — both cleared first try. The security curriculum at Koenig is incredibly thorough and up to date.”
SC-300 Certified ✓ Verified -
★★★★★
“From AZ-900 to AZ-305 in 6 months. Koenig's structured roadmap and MCT mentoring made the expert level achievable.”
AZ-305 Expert ✓ Verified -
★★★★★
“As an L&D head I've used 5 training vendors. Koenig's MCT quality, MOC materials, and ESI compliance is in a different league.”
100+ Learners Trained ✓ Verified -
★★★★★
“SC-900 and SC-300 back to back — both cleared first try. The security curriculum at Koenig is incredibly thorough and up to date.”
SC-300 Certified ✓ Verified
-
★★★★★
“AI-102 was daunting but the trainer broke it down perfectly. Real Azure OpenAI labs made the difference. Highly recommend.”
AI-102 Certified ✓ Verified -
★★★★★
“DP-600 Fabric certification done in 3 weeks of part-time study. The customised schedule around my timezone was a lifesaver.”
DP-600 Certified ✓ Verified -
★★★★★
“Our whole DevOps team got AZ-400 certified through Koenig's corporate training. Smooth logistics and top-tier MCTs throughout.”
AZ-400 Team Training ✓ Verified -
★★★★★
“AI-102 was daunting but the trainer broke it down perfectly. Real Azure OpenAI labs made the difference. Highly recommend.”
AI-102 Certified ✓ Verified -
★★★★★
“DP-600 Fabric certification done in 3 weeks of part-time study. The customised schedule around my timezone was a lifesaver.”
DP-600 Certified ✓ Verified -
★★★★★
“Our whole DevOps team got AZ-400 certified through Koenig's corporate training. Smooth logistics and top-tier MCTs throughout.”
AZ-400 Team Training ✓ Verified
Frequently Asked Questions
Everything you need to know about the Investran training course
Is an Investran certification exam included in the Koenig Solutions training cost?
What training formats does Koenig offer for FIS Private Capital Suite (formerly Investran), and is there a Guaranteed-to-Run schedule?
How long is lab access provided, and what environment is used for FIS Private Capital Suite (formerly Investran) training?
What is the rescheduling and cancellation policy for Koenig's FIS Private Capital Suite (formerly Investran) training?
What is the format, question count, passing score, and time limit for the FIS Private Capital Suite (formerly Investran) certification exam?
How long is the FIS Private Capital Suite (formerly Investran) certification valid, and what is the renewal process?
What post-training support does Koenig provide after completing the FIS Private Capital Suite (formerly Investran) course?
What are the prerequisites or experience needed for the FIS Private Capital Suite (formerly Investran) training?
What salary and career opportunities can I expect after completing FIS Private Capital Suite (formerly Investran) training?
How does Koenig's FIS Private Capital Suite (formerly Investran) training compare to self-study in effectiveness and time required?
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