As private capital markets become increasingly complex, leveraging data-driven decision-making is essential for staying ahead and making informed investment choices. Private market investors often face an overwhelming influx of portfolio data, making it difficult to extract meaningful insights quickly and efficiently. Factors such as increasing data complexity, regulatory pressures, and market volatility make real-time, AI-powered insights essential for maintaining a competitive edge.
Now, CEPRES AInsights, a cutting-edge artificial intelligence solution embedded within the CEPRES platform, is poised to revolutionize how private market professionals interact with complex investment data. By streamlining data analysis, providing natural language summaries, and enabling intuitive AI-driven queries, CEPRES AInsights enhances decision-making and drives efficiency in portfolio management.
CEPRES’ data depth is unparalleled, drawing directly from GPs’ Investment Book of Record (IBOR) and Accounting Book of Record (ABOR). This granular access extends to deal-level, portfolio company, and real asset metrics, generating millions of data points for analysis. No other provider offers this level of comprehensive insight, positioning CEPRES as a leader in private market data analytics.
The breadth of insights available through this data is extensive. For instance, investors can assess deal default rates in private debt markets, analyze financing structures in U.S. buyouts, track EBITDA growth rates within the healthcare sector, and evaluate value creation strategies in technology investments. By leveraging such deep and precise datasets, investors can enhance their decision-making processes, optimize portfolio strategies, and gain a more nuanced understanding of market.
AInsights’ Capabilities Empower Investors
CEPRES AInsights is designed to empower investors by transforming raw data into actionable intelligence, providing them with invaluable tools that can inform portfolio decision-making:
AI Summary: Provides succinct, natural language overviews of fund and portfolio data, enabling users to quickly grasp key investment insights.
AI Analytic Insights: Enhances understanding of investment performance and trends by translating complex analytics into accessible narratives.
AI Assistant: Allows users to engage with their data conversationally, eliminating the need for intricate platform navigation to retrieve vital financial metrics and analyses.
CEPRES AInsights Use Cases for LPs and GPs
Effectively harnessing data to generate actionable insights has become a competitive necessity. CEPRES AInsights, with its powerful AI-driven capabilities, addresses this need by simplifying complex data analyses, enabling intuitive interactions, and delivering real-time, natural language insights across a wide range of use cases for both LPs and GPs.
LPs
Prepare Investment Committee or Board Reports
Automate the creation of data-driven, decision-ready reports.
Highlight key trends, risks, and opportunities instantly.
Transform raw data into structured, professional narratives.
Enhance Due Diligence with AI-Powered Insights
Analyze performance, risk exposure, and operational efficiency.
Uncover hidden insights beyond traditional DD methods.
Instantly generate precise answers from lengthy DDQs and IC reports.
Efficient Post-Investment Reporting
Automate quarterly and annual portfolio reports.
Generate insightful, data-backed summaries.
Tailor outputs to prompts like “Compare portfolio performance to benchmarks”.
Streamline Board Meeting Preparation
Access real-time, data-driven insights for board meetings.
Present clear narratives on performance, trends, and risk.
Quickly respond to trustee questions and support decisions.
GPs
Fundraising
Build a value story through data and have CEPRES AI Insights find and describe that story for pitch decks, etc.
Construct narratives around track record of deals and companies; benchmark to market peers on risk, return, and value creation.
Respond to LPs’ DDQs quickly and efficiently with comprehensive data and insights
Promote success at AGMs
Build narratives around success and performance of investee companies versus market peers.
Strategic insight
Gain insights from market data on the best market opportunities and assemble a data-driven strategy and narrative to improve investment outcomes.
Use CEPRES AI to analyze market trends, uncover opportunities, and inform smarter investment strategies—shifting from reactive to proactive portfolio management.
M&A Deals
Discover significant deal comps to better underwrite and price deals.
Leveraging CEPRES' superior data, CEPRES AI delivers real-time, verified deal insights, empowering GPs to make precise pricing and risk assessments instantly. Drive portfolio success with high-confidence decisions on acquisitions and exits with AI—no guesswork, just accuracy.
Global Communication/Translation
Tell your performance story with precision in multiple languages. CEPRES AI localizes data narratives for LPs, ensuring your message resonates with every audience, globally.
Talk to our experts to learn more about implementing AInsights for your specific needs.
How AI is solving critical industry pain points
From managing vast amounts of data to responding to shifting economic conditions and regulatory pressures, navigating private capital markets presents significant challenges which can hinder efficient decision-making.
One of the most significant pain points for investors is the sheer complexity of fund performance data. Traditionally, investors must manually parse extensive reports, tables, and charts to discern key insights. CEPRES AInsights mitigates this challenge by summarizing fund performance in natural language, enabling investors to quickly understand investment trends without technical expertise. This functionality significantly reduces the time required to extract valuable insights, allowing investors to focus on strategic decision-making.
Speed is another a decisive factor in investment decision-making. The traditional process of manually navigating financial dashboards, pulling reports, and synthesizing information can be time-consuming. CEPRES AInsights addresses this inefficiency by offering on-demand access to fund data through an intuitive AI-powered interface. With real-time summaries and interactive Q&A capabilities, investors can obtain crucial insights in seconds, improving their ability to respond swiftly to market shifts.
Additionally, investment performance indicators such as Internal Rate of Return (IRR), Multiple on Invested Capital (MOIC), and Public Market Equivalent (PME) are integral to private market assessments. However, these metrics are often presented in jargon-heavy formats, posing challenges for investors who may not have a deep technical background. CEPRES AInsights simplifies this by converting technical analyses into plain language explanations, ensuring that all stakeholders—regardless of expertise—can make well-informed decisions.
Better Investment Insights with CEPRES
While many providers have begun to offer AI-enabled analytics and fund data summarization, their functionality is limited by the lack of high-quality, granular data that’s needed to provide users with a comprehensive picture of their portfolio investments. By contrast, CEPRES AInsights is powered by the world’s largest private market data ecosystem, providing users with better investment insights through:
Seamless Integration with CEPRES Portfolio Monitoring: Unlike standalone AI solutions, CEPRES AInsights is natively embedded within the CEPRES platform, ensuring direct and secure access to proprietary investment data.
Tailored Insights for Private Equity: While generic AI solutions provide broad AI capabilities, CEPRES AInsights is specifically designed for private market investors, offering precision-tuned insights that align with industry-specific needs.
Enhanced Data Security: Data privacy remains a top priority for institutional investors. CEPRES AInsights operates within the secure CEPRES ecosystem, ensuring compliance with industry-leading data protection standards and mitigating concerns associated with third-party AI tools.
CEPRES AInsights represents a fundamental shift in how private market investors will interact with financial data. By streamlining complex analyses, enabling rapid insights, and fostering deeper engagement with portfolio data, CEPRES AInsights empowers LPs and GPs to navigate the private capital markets with greater confidence and efficiency.
Learn more about how AInsights can transform your investment decision-making.
