Portfolio Management Platform
As a savvy private capital investor, your attention is needed everywhere. You have to have an eye on the market; commit to new opportunities; keep careful watch over your investments and their holdings; understand, compare and report on your portfolio performance; see to the needs of investors; and, of course, know and control risk. You need all the help you can get.
Private i is the help you need.
Private i is a secure, cloud-based platform that weaves data you manage with reams of up-to-date data we manage to make your life incredibly simpler. Private i combines this data with deep analytics, rich reporting, robust benchmarks and peer groups, document management, cash and valuation forecasting and dynamic dashboards. With Private i, you'll be able to keep your eye on the ball and spend your time where it counts--on investing well.
With Private i you can:
Gather, organize and report on all data essential to managing your private capital investments, including transactional activity in all of its complexity
Understand exposure to industry, geography, stage of investment, asset and sub-asset classes over time
Measure and understand position and portfolio performance using a wide variety of absolute and relative measures
Create and report on relative peer group performance against the largest universe of funds in private capital
Gain transparency into holdings to assess risk and understand drivers of value
Calculate exposures across funds and portfolios to understand risk
Create and deliver board-quality reporting to see to the needs of boards and investors
Automate delivery of data for integration and analysis to relieve workload
Project cash flow and valuations with its integrated Takahashi-Alexander model to help manage your entire program
Centralize and manage related documents in context
Analyze portfolios with dynamic dashboards that support multi-layer drill down capabilities
Designed with the institutional investor in mind, the Private i platform serves over 1,000 investment programs worldwide.