Analysis Builder for Portfolio Monitoring

Analysis Builder provides easy access to high quality private market data and flexibility of analysis across your private markets portfolio.

Go beyond pure fund tracking to capture a broader number of data points for all of your private market assets.

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A Revolution in Flexibility for Private Market Data

The challenges for private market investors have grown rapidly in recent years, with daily crises escalating the demands on portfolio management. With larger and more significant capital allocations in the private markets, institutional investors are searching for improved data access and next level technology solutions. Now, with CEPRES Analysis Builder for Portfolio Monitoring, investors have easy access to high quality data and flexibility of analysis across all aspects of their portfolio.

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Powerful Analysis

CEPRES Analysis Builder also utilizes Power BI’s visualization capabilities to expand data customization, letting users create unique, interactive, customized widgets so they can view enhanced analysis in Portfolio Monitoring without limitations.

Data, Your Way

Users can easily 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 their portfolio’s operating metrics or any other metrics have progressed over its lifetime.

Investment impact

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, allowing them to better understand a fund’s composition, strategy, and returns; how it compares to peers; and whether the fund is a good investment fit.

Analysis Builder - Deal Invested Capital by Location, Fund, and Industry


Analysis Builder - Deal Invested Capital by Industry and Region



Data Customization Without Limitations

Analysis Builder provides Portfolio Monitoring users with an easier way to conduct portfolio analysis; fully integrated into the CEPRES Platform, its capabilities are revolutionary. With no limits to the analysis they can perform, users can simply drag and drop for custom visualizations of CEPRES’ look-through data to accommodate their stakeholders’ needs. Innovations such as Analysis Builder ensure that CEPRES clients can access the cutting-edge tools they need to stay ahead of industry challenges. Learn more about our comprehensive out-of-the-box data model for multiple private capital asset classes.

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Thought Leadership


Despite Macro Headwinds, CEPRES Expects Private Equity Valuations to Hold Up in 2023

Over the past four years, private market investors have confronted three significant macro shock events — the COVID-19 pandemic, the war in Ukraine and 40-year inflation highs. As the market faces intersecting headwinds of geopolitical instability, inflation and volatility, CEPRES evaluated how asset owners are managing their holdings.


Private Equity Exits Tumble to Decade-Long Low as Managers Hold Back

Private equity fund managers have sharply pulled back on sales of their portfolio companies this year, with exits from their strategies perhaps the most visible evidence of a weakening market that has seen declining valuations, slower fundraising and other flagging indicators.


Venture Managers Hit Fundraising Record, But Warning Signs Flash

New forecasting based on recent economic shocks predicts venture distributions to slow by 2024, deferring into later years, with the peak drop of 79% coming next year.

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Ready to start driving better investment outcomes?