PORTFOLIO MANAGEMENT

Analysis Builder for Portfolio Monitoring

Unlimited data and analysis customization of CEPRES’ look-through data across all portfolio levels

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Expanded data customization to compare any analysis across industry, stage, location, etc.

CEPRES Analysis Builder for Portfolio Monitoring gives users a better way to conduct portfolio analysis. Fully integrated into the CEPRES Platform, it allows them to simply drag and drop for custom visualizations of CEPRES’ look-through data, so users can more easily accommodate their stakeholders’ needs.

Analysis Builder utilizes Power BI’s visualization capabilities to expand data customization, letting users create unique, interactive, customized widgets. Compare any analysis by industry, stage, location, etc. using unlimited widgets with widget level filters, see granular cash flow analysis based on each cash flow type, and view how portfolio operating metrics or any other metrics have progressed over their lifetime.

Combined with CEPRES' look-through data, users can “look through” high-level fund performance metrics into the underlying cash flows of a fund’s portfolio companies to understand fund composition, strategy, and returns; how it compares to peers; and whether the fund is a good investment fit.

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Features

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Portfolio Management 
Solutions

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Due Diligence

Customizable, automated track record analysis with fund, deal, and operating-level benchmarking to enhance underwriting decisions

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Fund Screener

Pipeline management and powerful GP track record analysis

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Portfolio Monitoring

Portfolio look through, performance analytics, benchmarking, and risk analysis enriched by the industry’s best private market data set

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Predictive Intelligence

AI-based portfolio simulation and tracking software utilizing multi-factor and Monte Carlo simulations to forecast portfolio outcomes and improve ALM and asset allocation planning

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Featured Content

The PE industry has grown rapidly over the last two decades, recording an extraordinary increase in funds raised, fund size, deal volume, and overall deal size. But a perennial challenge – illiquidity – has remained largely unresolved, until now.

The Solactive CEPRES US Private Equity Industry Replicator Index is a new approach that provides return exposure to the return profile of buyout funds focused on North America.

This new replication approach, based on reweighting publicly listed equities, can deliver a similar performance to the North American private equity sector.

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Insights

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Private Equity Asset Allocation Models: Why High-Quality Data is Paramount

Private equity asset allocation models are sophisticated frameworks used by investors to strategically distribute their capital across different types of assets within the private equity universe. Asset allocation decisions involve determining the appropriate mix of investments across various asset classes, such as venture capital, growth equity, and buyouts, as well as considering factors like industry focus, geographic allocation, fund type, risk management strategies, and liquidity considerations.

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Benedikt Hoefelmayr interviewed at BAI AIC 2024

Watch Benedikt Hoefelmayr's full interview at BAI AIC on Private Equity Liquidity Management in times of ELTIF2.

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Whitepaper | Private Markets Look-through Data

In an era of political and macro-economic uncertainty, access to granular and accurate knowledge on investments is critical to meet portfolio challenges and goals. With accurate investment data, rather than guessing, you can unearth deeper insights, detect risk patterns, and uncover opportunities that elude those using only basic financial reports.

Download our whitepaper as we navigate the complexities of today's political and macro-economic uncertainty.

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