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
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.
CEPRES' Private Credit Outlook for 2024-2025
As we move into 2024 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.
Private Equity's New Playing Field: North American Sports Leagues
In late August, NFL owners voted to allow private equity funds to buy stakes in NFL teams, ushering in what could end up being a marked change in the financial makeup of America's most valuable sports league.
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.
CEPRES' Private Credit Outlook for 2024-2025
As we move into 2024 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.
Private Equity's New Playing Field: North American Sports Leagues
In late August, NFL owners voted to allow private equity funds to buy stakes in NFL teams, ushering in what could end up being a marked change in the financial makeup of America's most valuable sports league.