CEPRES Portfolio Monitoring
From Quarterly Fire Drills to Decision-Ready Visibility
Monitor performance, exposures, and risk across your private markets portfolio with consistent analytics—so you can move from quarterly fire drills to ongoing decision-ready visibility.- Pioneer in look-through monitoring solutions since 2001
- Fully customizable dashboards for fund, deal and PortCo-Level
- Unlimited KPIs tracked, incl. performance, NAV, PortCo operations, value creation and risk
- Real-time, AI-powered insights into exposure, risk, and returns
- Stakeholder collaboration via secure, shareable analytics in trusted private markets platform
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Unmatched Private Market Data and Analytics
Managing private equity portfolios requires more than just tracking returns—it demands deep insights into fund performance, risk exposure, and value creation. The CEPRES Portfolio Management System empowers fund managers and institutional investors with real-time investment portfolio analysis, ensuring accurate and data-driven decision-making.
By leveraging private equity portfolio management software, investors can monitor fund, deal, and portfolio company performance across multiple asset classes, including Venture, Growth, Buyouts, Private Credit, Real Estate, and Infrastructure. Stakeholders can collaborate to share own portfolio data, market data, benchmarks and analytics secure and trusted private markets platform.
Stay ahead of market fluctuations with dynamic reporting and real-time analytics that allow you to optimize capital allocation and enhance risk-adjusted returns.
Features
Customizable Dashboards & Advanced Analytics
Real-time portfolio analytics software with interactive dashboards, benchmarking tools, and exposure analysis tailored to private equity investors. Easily configure views to track key performance indicators and make data-driven investment decisions.
Look-Through Portfolio Data & Benchmarking
Granular insights into fund, deal, and portfolio company performance based on the industry’s largest private market data ecosystem. Compare investment outcomes across different strategies, geographies, and market cycles for a comprehensive understanding.
Automated Investment Portfolio Analysis
Get real-time, AI-powered insights into exposure, risk, and returns. CEPRES AInsights replaces traditional charting, offering direct answers to your portfolio and market questions. Advanced modeling optimizes allocations and predicts future performance for smarter decisions.
Flexible & Interactive Reporting
Powerful data visualization and custom reporting tools that provide actionable insights into portfolio performance. Export and share reports in multiple formats to facilitate discussions with investors and stakeholders.
Collaborative Portfolio Management Tools
Enable seamless collaboration between investment teams, clients, and external advisors with a shared data ecosystem. Integrated workflows and permission-based access enhance efficiency and security in portfolio management.
Data Integrity & Quality Assurance
Leverage high-quality private market data that undergoes 750+ validation checks to ensure the highest level of accuracy. Continuous monitoring and automated anomaly detection safeguard data reliability for better decision-making.
CASE STUDY
How a $100B+ EMEA Asset Manager Scaled Portfolio Intelligence
Challenge: Fragmented data and slow reporting limited insight and decision-making across 500+ portfolio companies.
Solution: CEPRES provided an end-to-end platform for portfolio monitoring, benchmarking, and forecasting—delivering real-time insights, automated reporting, and seamless workflow integration.
Results: Reporting time dropped 60%, data consistency improved, and investment teams made faster, more confident decisions.
CEPRES Portfolio Monitoring provides the market leading Insights on your Portfolio due to accuracy and flexibility
Portfolio Management Solutions
Analysis Builder
Fully integrated Power BI with comprehensive data model enables unlimited analysis customization with no IT effort.
Fund Screener
Pipeline management and fast GP track record screening for data-driven investment decisions.
Predictive Intelligence
An AI-based cash pacing and commitment planning solution designed to forecast portfolio outcomes and improve asset allocation planning.
Due Diligence Software
Fast and customizable due diligence analysis with fund, deal, and operating-level benchmarking to enhance private equity due diligence process and underwriting decisions.