Private i Analyst
A New Reporting Engine

With the release of Private i 5, what had been a stand-alone tool to design and run reports has become a seamlessly integrated reporting engine. Private i Analyst provides the capability to slice and dice your data in a variety of ways---by industry code, asset class, vintage year and more.

A Report Development Tool

Even though Private i ships with more than 150 reports built-in and ready to run, you may find that our reports don't meet your specialized needs. Our report designers can look at a copy or mark-up of a report you need, then build it, test it and upload it to run on your Private i and Private Informant data.

 

Here are a few examples of the requests our report design team fills every day:

  • Can I see multiple performance metrics side-by-side on one report? How about for various time periods, say, 3-year, 5-year, 10-year, inception-to-date? Or for different measures---IRR vs. TWR vs. Investment Multiple?
  • I need a summary of my investment information at the partnership level, as well as for the underlying companies, on one snapshot report.
  • Help me with my historical reporting needs---can I see a 10-year history of inception-to-date IRRs by quarter? I need a custom export to Microsoft Excel or CSV that presents particular columns of data in this order in order to feed into my other systems.
  • How can I reflect my diversification and performance history in meaningful, colorful graphs and charts?

To learn more about this service, or to discuss custom reporting needs for your organization, contact Professional Services

Can I Design My Own Reports?

Interested in designing your own reports? If you have report developers on your team, Private i Analyst may be licensed in its Developer version. Your team will be trained by ours and can modify our templates or create new ones.

 

To discuss the prospect of licensing the Private i Analyst Developer Suite, contact sales

Still Running Private i 4?

No Problem.

 

We offer Private i Analyst Runtime to version 4 users at no charge. Create dynamic, custom sets of investments and run reports customized by our report development team. To download a copy of Analyst Runtime or discuss customizing reports, contact support

 

Ready to Upgrade to Private i 5?

 

If you're considering upgrade to this latest version of Private i, contact sales or call us at US+1 (201) 427-9600. We'll be happy to provide a "What's New?" tour and get the process started.

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