Portfolio Management
Transform Your Private Markets Insights with CEPRES Portfolio Management Solutions
Unlock Data Driven Insights for Private Markets Portfolios
Unmatched private markets data and analytics
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.
CEPRES provides the most accurate, actionable private market data
Portfolio Management Solutions
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.
Learn morePortfolio 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.
Learn moreDue Diligence
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.
Learn morePredictive Intelligence
Plan and forecast your current portfolio and future commitments for cash pacing, NAV management, target returns and portfolio risk.
Learn more
CEPRES AInsights
Stop Guessing. Start Knowing with CEPRES AInsights.
As markets grow increasingly complex, data volumes soar and market volatility impacts decision-making, investors face mounting challenges in identifying actionable signals. CEPRES AInsights is the first and only market solution to address this need by leveraging advanced Large Language Models (LLMs) trained on institutional-grade financial data, macroeconomic indicators, alternative data sets, and real-time market intelligence. Built on CEPRES' secure data network spanning 6,000+ LPs and GPs and providing transactional data on 16,500+ illiquid funds and 140,000+ unique deals, the new CEPRES AInsights is the first deployment of AI to the front office for enhanced investment decision-making.
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
26.05.2024 /
WHITEPAPER
AI in Private Capital Markets Balancing Risks and Unlocking Benefits
Artificial Intelligence is reshaping how private capital investors operate across the entire investment lifecycle. In a market saturated with complex, disparate data – from regulatory filings to earnings call transcripts and market sentiment – AI offers a powerful solution to accelerate analysis, personalize insights, and enhance decision-making quality. Find out what you need to look out for.
Download the Whitepaper
26.05.2025 /
CHECKLIST
Choosing the Right AI for Private Market Investing in 2025
Artificial intelligence is reshaping the private markets landscape – but not every solution is the right fit. As AI tools proliferate, choosing one that meets the unique challenges of private market investing is more critical than ever. Discover the key factors you need to consider to unlock AI’s full potential while mitigating risks.
Download the Checklist
26.05.2025 /
ONE PAGER
CEPRES AInsights: Transforming Private Capital Markets
As private capital markets become increasingly complex, leveraging data-driven decision-making is essential for staying ahead and making informed investment choices. Find out how CEPRES AInsights helps LPs and GPs to extract meaningful insights quickly and efficiently.
Download the One PagerEager 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
