PORTFOLIO MANAGEMENT - Analysis Builder
CEPRES Analysis Builder enables unlimited analysis customization
- No-Code Power BI Integration enables unlimited analysis customization without IT effort
- Compare portfolio performance across various parameters using widget-level filters
- Fully integrated with CEPRES Portfolio Monitoring and CEPRES Due Diligence
- Unlimited flexibility across hierarchical levels
Analysis Builder allows for full Customization of CEPRES Analytics Dashboards
Expanded data customization to compare any analysis across industry, stage, location, etc.
CEPRES Analysis Builder for CEPRES 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
Seamless Portfolio Monitoring Integration
Full integration into Portfolio Monitoring so users can leverage unlimited flexibility of analyses across all levels of a portfolio hierarchy.
Interactive Visualization Tools
Analysis Builder utilizes Power BI’s visualization capabilities to expand data customization, letting users create unique, interactive, customized widgets to view enhanced analysis within Portfolio Monitoring.
Advanced Custom Calculations
Create complex custom calculated fields including an integrated coding language for unrestricted implementation of user defined equations.
Multi-Dimensional Filtering
Compare analysis by industry, stage, location, and an unlimited number of other standard and custom data points or KPIs, using unlimited widgets with widget level filters.
Deep Portfolio Transparency
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.
Flexible, Individualized Reporting
Most sophisticated Investors have their own way they like to address analysis and get their online reporting every day on their desk. CEPRES Analysis Builder enables to adjust views to individual requirements or help Asset Servicers to serve their clients with on-the-fly adjustable analysis on their portfolios.
Portfolio Management Solutions
Due Diligence
Customizable, automated track record analysis with fund, deal, and operating-level benchmarking to enhance underwriting decisions.
Fund Screener
Pipeline management and powerful GP track record analysis.
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.
Portfolio Monitoring
Portfolio look through, performance analytics, benchmarking, and risk analysis enriched by the industry’s best private market data set.
FEATURED CONTENT
In the current high-rate environment, private credit offers a more attractive risk-adjusted return compared to alternative asset classes like growth or buyout equity, which, although capable of delivering higher returns, expose investors to significantly greater volatility and downside risk.
Benefiting from its seniority in the capital stack, private credit consistently provides more predictable returns and inherent downside protection, making it a favored investment for risk-averse institutional investors who prioritize stability amidst economic uncertainty.
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
26.11.2024 /
ARTICLE
The PE Data Collection Landscape: How GPs Are Meeting Modern Transparency Requirements
The broader 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.
Read full article
22.10.2024 /
ARTICLE
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.
Read full article
22.10.2024 /
ARTICLE
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.
Read full articleEager 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
