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.

Talk to sales

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.

Talk to sales

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.

Learn more



Private Markets Rebound: Why Effective Due Diligence is Mission Critical

After two years of stagnation, private investors (LPs) are eager to deploy new capital. Activity is rising, but in today’s volatile market, disciplined due diligence is vital. Selecting the right General Partner (GP) and understanding their return strategies across economic cycles are more critical than ever.

Dive into our whitepaper to strengthen your investment approach and ensure you navigate these challenges successfully.


Private Equity Asset Allocation Models: Why High-Quality Data is Paramount

Private equity asset allocation models are sophisticated frameworks used by investors to strategically distribute their capital across different types of assets within the private equity universe. Asset allocation decisions involve determining the appropriate mix of investments across various asset classes, such as venture capital, growth equity, and buyouts, as well as considering factors like industry focus, geographic allocation, fund type, risk management strategies, and liquidity considerations.


Benedikt Hoefelmayr interviewed at BAI AIC 2024

Watch Benedikt Hoefelmayr's full interview at BAI AIC on Private Equity Liquidity Management in times of ELTIF2.

View all

Ready to start driving better investment outcomes?