CEPRES for RIAs and Wealth Managers
Institutional-Grade Private Market Access for RIAs and Wealth Managers
- Verified, institutional-grade funds and deal data
- On-demand analytics and customizable client-facing reports
- Streamline reporting and client communications
Gain Confidence Investing in Private Markets
Gain Confidence Investing in Private Markets
Registered Investment Advisors (RIAs) and Wealth Managers face growing pressure to add private markets to client portfolios, while managing risk, compliance, and fiduciary responsibility.
CEPRES removes the barriers to private markets investing, whether Venture, Growth, Buyout, Credit, or Real Assets: limited transparency, complex risk characteristics, and fragmented reporting.
With CEPRES, you get verified, institutional-grade funds and deal data, combined with on-demand analytics and customizable client-facing reports.
Build risk-adjusted, long-term portfolios that align with client goals, while maintaining full oversight and operational efficiency.
Advantages of CEPRES for RIAs
CEPRES gives RIAs and Wealth Managers the tools to make smarter, data-driven decisions across every stage of the PE lifecycle
Look through funds into underlying assets
Go beyond GP-level reporting. CEPRES reveals the actual companies being invested in , with revenue growth, profit margins, and real performance data. Evaluate track records and manage portfolios with confidence.
Build & test your investment thesis
Support your strategy with real numbers. Use CEPRES to explore fund, deal, and company-level data. Build models, test assumptions, and forecast returns, income, and cash flow to validate your investment thesis.
Model & Mitigate Private Market Risks
Anticipate how portfolios might perform under different market conditions. CEPRES models future income, value, and time-to-liquidity, helping you understand risks and make more informed decisions.
Streamline Private Equity Portfolio Oversight
Track your full private equity exposure in one place. CEPRES helps you monitor fund commitments, co-investments, and company performance with a reliable view of your entire portfolio, and provides a clear audit trail when you need it.
Why RIAs and Wealth Managers Choose CEPRES
Why RIAs and Wealth Managers Choose CEPRES
CEPRES is trusted by institutional investors worldwide, and now delivers that same institutional-grade insight to RIAs and wealth managers.
Our platform empowers you to:
Make smarter, data-driven decisions.
Strengthen fiduciary confidence with full transparency.
Streamline reporting and client communications.
Save time by consolidating private equity exposure into one platform.
Ready to Deliver Institutional-Grade Private Market Access?
CEPRES empowers RIAs and Wealth Managers throughout the investment lifecycle
Ready to Deliver Institutional-Grade Private Market Access?
FAQs
Measure your investments versus private and public markets to meet your targets. Exclusive to CEPRES, you can benchmark against fund-level data and the world's most extensive collection of private deal-level market data and operational comps.
CEPRES AInsights
Stop Guessing. Start Knowing with CEPRES AInsights.
As markets grow increasingly complex, data volumes soar and market volatility impacts decision-making, investors face mounting challenges in identifying actionable signals. CEPRES AInsights is the first and only market solution to address this need by leveraging advanced Large Language Models (LLMs) trained on institutional-grade financial data, macroeconomic indicators, alternative data sets, and real-time market intelligence. Built on CEPRES' secure data network spanning 6,000+ LPs and GPs and providing transactional data on 16,500+ illiquid funds and 140,000+ unique deals, the new CEPRES AInsights is the first deployment of AI to the front office for enhanced investment decision-making.
OUR LATEST CONTENT
Thought Leadership
15.12.2024 /
REPORT
CEPRES 2025 Private Credit Outlook
As we move into 2025 with a 50 basis point rate cut already implemented, private credit faces a mixed yet promising outlook. Private credit is directly impacted by these rate changes.
Read full article
26.05.2024 /
WHITEPAPER
AI in Private Capital Markets Balancing Risks and Unlocking Benefits
Artificial Intelligence is reshaping how private capital investors operate across the entire investment lifecycle. In a market saturated with complex, disparate data – from regulatory filings to earnings call transcripts and market sentiment – AI offers a powerful solution to accelerate analysis, personalize insights, and enhance decision-making quality. Find out what you need to look out for.
Download the Whitepaper
26.05.2025 /
CHECKLIST
Choosing the Right AI for Private Market Investing in 2025
Artificial intelligence is reshaping the private markets landscape – but not every solution is the right fit. As AI tools proliferate, choosing one that meets the unique challenges of private market investing is more critical than ever. Discover the key factors you need to consider to unlock AI’s full potential while mitigating risks.
Download the Checklist
26.05.2025 /
ONE PAGER
CEPRES AInsights: Transforming Private Capital Markets
As private capital markets become increasingly complex, leveraging data-driven decision-making is essential for staying ahead and making informed investment choices. Find out how CEPRES AInsights helps LPs and GPs to extract meaningful insights quickly and efficiently.
Download the One PagerEager to improve your decision making?
Contact our Experts and experience how CEPRES can help you
CEPRES is the leading private market investment data platform. Start unlocking better investment outcomes.- Optimize portfolio monitoring for greater efficiency and insights
- Enhance the depth and precision of performance analysis via real market data
- Identify and assess potential investment opportunities
- Access the world’s most comprehensive private markets data ecosystem
