PORTFOLIO MANAGEMENT

Portfolio Monitoring

Fund, deal, co-investment and portfolio company look through for all private markets asset classes; benefit from the industry’s highest quality private markets data.

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Unmatched private markets data and analytics.

Combine easy and customizable portfolio analytics with the most accurate and granular data for funds, deals and operating assets. With dedicated data models for Venture, Growth, Buyouts, Private Credit, Real Estate and Infrastructure CEPRES provides unparalleled visibility into your portfolio. With a fast implementation and endless custom analytics, be empowered with a full Investment Book Of Record (IBOR) across all private market investment types.

Know what’s going on throughout the entire investment lifecycle with unrivaled private market data and insights that drive an exponential impact on your portfolio.

 Because if you don't have CEPRES, you don't know.

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Features

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Portfolio Management 
Solutions

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Analysis Builder

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

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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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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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The PE Data Collection Landscape: How GPs Are Meeting Modern Transparency Requirements

Private equity landscape has experienced remarkable change over the past decade across several areas – from portfolio management best practices to leveraging AI and modern data platforms within portfolios at scale – and top performing funds have been able to successfully adapt their investment approach to what the market and LPs expect.

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Introducing the DealEdge Free Trial: Unlock Market Insights with CEPRES Data

We’re excited to introduce the DealEdge Free Trial, powered by CEPRES' exclusive data. With the launch of this free trial, we’re also proud to announce that DealEdge has crossed the threshold to over 50,000 deals, covering 570+ subsectors and 200+ countries from 1970 to 2024.

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How will the decline in interest rates affect the private capital markets?

The twenty-first century has experienced a range of different interest rate regimes - from the aperiodic near-zero interest rate environment of most of the 2010s to the fluctuations seen in the early 2000s, and now again (more sharply) in the 2020s.

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