CEPRES SOLUTIONS

Portfolio Management

Unlock Data Driven Insights for Private Markets Portfolios

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Unmatched private markets data and analytics

With CEPRES’  Portfolio Management tools, you can assess, monitor, and manage your portfolio to unlock better investment outcomes. Conduct due diligence and fund screening on potential new  investments, analyze portfolio composition, and forecast portfolio outcomes to minimize risk and uncertainty. Our highly-modular platform gives you the option to use a single product or embrace the access, insight, and impact of the entire CEPRES ecosystem.

Combine CEPRES Portfolio Management with CEPRES Market Data capabilities to unlock even more powerful insights and gain a competitive edge.

 Because if you don't have CEPRES, you don't know.

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Portfolio Management Solutions

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Fund Screener

Fund Screener is an easy-to-use pipeline and track record screening solution that lets investors manage their forward calendar and quickly screen GP track records for shortlisting in less time.

Get fast and accurate analysis on real track records permissioned by GPs so you can quickly determine how they align with your portfolio goals.

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Due Dilligence

Deep analysis and benchmarking on GP deal track records to understand how they generate returns in their portfolio companies. Due Diligence users can also use the Analysis Builder tool to provides easy access to high quality private market data and flexibility of analysis across your private markets portfolio.  

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Portfolio Monitoring

Fund and deal level data and analytics to measure your portfolio risk and returns with the most accurate and detailed data direct from GPs IBOR (Investment Book Of Record). Fully integrated into the CEPRES platform, Analysis Builder provides Portfolio Monitoring users with an easier way to conduct portfolio analysis. 

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Predictive Intelligence

Plan and forecast your current portfolio and future commitments for cash pacing, NAV management, target returns and portfolio risk.

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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.

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Insights

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The PE Data Collection Landscape: How GPs Are Meeting Modern Transparency Requirements

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.

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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.

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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.

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