PORTFOLIO MANAGEMENT - PORTFOLIO MONITORING
Gain unparalleled private markets portfolio transparency with CEPRES Portfolio Monitoring
- 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
- Stakeholder collaboration via secure, shareable analytics in trusted private markets platform
CEPRES Portfolio Monitoring provides the market leading Insights on your Portfolio due to accuracy and flexibility
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.
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.
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
Talk to our experts now
Frequently asked questions
Portfolio tracking software helps private equity investors monitor fund performance, capital flows, and portfolio company metrics in real time. It enables accurate investment portfolio tracking, ensuring that investors have a clear view of cash flows, valuation changes, and returns. With tools like CEPRES Portfolio Monitoring, investors gain access to high-quality private equity portfolio management software that enhances transparency and decision-making.