Managing private markets portfolios is inherently complex. Investors face fragmented data, limited transparency, and time-intensive due diligence, making it challenging to benchmark funds, assess risk, and optimize capital allocation. In today’s dynamic environment, a data-driven approach is essential for confident, efficient decision-making.
Streamlining Fund Selection and Due Diligence
CEPRES Portfolio Management Solutions provide a fully integrated platform that enables investment teams to evaluate fund performance and GP track records efficiently. The Fund Screener allows users to compare thousands of funds and deals quickly, assessing returns, leverage, deal pricing, and EBITDA growth with real, permissioned data.
The Due Diligence module automates benchmarking and analysis, offering insights into value creation, sector exposure, and GP strategies. By reducing reliance on manual processes, investors gain speed, accuracy, and confidence in their capital allocation decisions.
Enhancing Transparency with Portfolio Monitoring
Effective portfolio oversight requires deep visibility into fund, deal, and company-level performance. CEPRES Portfolio Monitoring integrates proprietary data with trusted market benchmarks, providing real-time insights across asset classes—including private equity, venture, growth, buyouts, private credit, real estate, and infrastructure. Investors can track performance, evaluate risk exposures, and identify opportunities for value creation.
Predictive Intelligence for Informed Planning
CEPRES Predictive Intelligence applies AI to forecast cash flows, NAV evolution, and portfolio performance under multiple market scenarios. This forward-looking capability enables investors to anticipate liquidity needs, optimize future commitments, and reduce market timing risk—supporting more strategic and risk-adjusted decision-making.
Key Benefits for Investors
· Access accurate, permissioned GP and fund-level data for informed investment decisions.
· Automate pipeline management, due diligence, and reporting to improve efficiency.
· Monitor portfolio performance and risk exposures in real time.
· Leverage predictive analytics to optimize liquidity planning and portfolio outcomes.
· Adopt a modular, scalable platform to match organizational needs and priorities.
Conclusion
For private markets investors, integrating data, analytics, and AI into portfolio management is essential for reducing uncertainty and enhancing returns. CEPRES Portfolio Management Solutions empower teams to screen funds efficiently, conduct rigorous due diligence, monitor performance, and forecast outcomes with precision—turning complexity into clarity.
Take Action: Request a demo or speak with our team to see how CEPRES can transform your private markets portfolio management.
