PORTFOLIO MANAGEMENT
Analysis Builder for Portfolio Monitoring
Fully integrated Power BI with comprehensive data model enables unlimited analysis customization with no IT effort.
Expanded data customization to compare any analysis across industry, stage, location, etc.
CEPRES Analysis Builder for Portfolio Monitoring gives users a better way to conduct portfolio analysis. Fully integrated into the CEPRES Platform, it allows them to simply drag and drop for custom visualizations of CEPRES’ look-through data, so users can more easily accommodate their stakeholders’ needs.
Analysis Builder utilizes Power BI’s visualization capabilities to expand data customization, letting users create unique, interactive, customized widgets. 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 portfolio operating metrics or any other metrics have progressed over their lifetime.
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 to understand fund composition, strategy, and returns; how it compares to peers; and whether the fund is a good investment fit.
Because if you don't have CEPRES, you don't know.
Features
Portfolio Management Solutions
Due Diligence
Customizable, automated track record analysis with fund, deal, and operating-level benchmarking to enhance underwriting decisions.
Portfolio Monitoring
Portfolio look through, performance analytics, benchmarking, and risk analysis enriched by the industry’s best private market data set.
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.
Due Diligence
Customizable, automated track record analysis with fund, deal, and operating-level benchmarking to enhance underwriting decisions.
Portfolio Monitoring
Portfolio look through, performance analytics, benchmarking, and risk analysis enriched by the industry’s best private market data set.
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.
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.
Insights
Navigating Market Volatility: Key Challenges Facing Asset Managers
For Asset Managers and Fund of Funds operating within private capital markets, the current market turmoil and renewed tensions present a complex set of challenges that require thoughtful, data-driven responses. To maintain investor confidence and deliver on performance expectations, Asset Managers must confront operational, analytical, and strategic issues head-on.
Discover actionable insights to navigate market turmoil and deliver superior performance. Download our whitepaper to gain strategic advantage in private capital markets.
Family Office LPs: Overcoming Challenges in Private Capital Investment
Family offices face unique challenges in investing in private capital, particularly when balancing financial returns with multi-generational legacy. Active involvement in managing investments can increase the risk of emotional decision-making and asset concentration.
For those investing in private capital markets, a portfolio management solution with proprietary private market data is key to tracking and managing investments effectively. Unlike public markets, private market assets require specialized insights for accurate performance and risk assessment.
Download our whitepaper to discover how advanced portfolio management and data-driven solutions can enhance your investment strategies.
Achieving Private Capital Returns to Fund Missions for Endowments and Foundations
Download our whitepaper now to explore effective strategies for balancing financial sustainability and mission-driven goals. Learn how endowments and foundations can leverage advanced tools to navigate market volatility, optimize investments, and maximize impact in 2025 and beyond.
Navigating Market Volatility: Key Challenges Facing Asset Managers
For Asset Managers and Fund of Funds operating within private capital markets, the current market turmoil and renewed tensions present a complex set of challenges that require thoughtful, data-driven responses. To maintain investor confidence and deliver on performance expectations, Asset Managers must confront operational, analytical, and strategic issues head-on.
Discover actionable insights to navigate market turmoil and deliver superior performance. Download our whitepaper to gain strategic advantage in private capital markets.
Family Office LPs: Overcoming Challenges in Private Capital Investment
Family offices face unique challenges in investing in private capital, particularly when balancing financial returns with multi-generational legacy. Active involvement in managing investments can increase the risk of emotional decision-making and asset concentration.
For those investing in private capital markets, a portfolio management solution with proprietary private market data is key to tracking and managing investments effectively. Unlike public markets, private market assets require specialized insights for accurate performance and risk assessment.
Download our whitepaper to discover how advanced portfolio management and data-driven solutions can enhance your investment strategies.
Achieving Private Capital Returns to Fund Missions for Endowments and Foundations
Download our whitepaper now to explore effective strategies for balancing financial sustainability and mission-driven goals. Learn how endowments and foundations can leverage advanced tools to navigate market volatility, optimize investments, and maximize impact in 2025 and beyond.