The Specialist Platform for Private Capital
Private i is a robust, web-based portfolio management platform expressly designed for private capital. It helps investment, risk, and operations teams consistently and accurately monitor, measure, and report on their portfolio and associated investment activity.
With Private i you can:
- Fully capture and monitor transactional activity
- Measure and attribute performance
- Create and report on relative peer group performance
- Gain transparency into holdings from Burgiss-Managed Data
- Calculate exposures across funds and portfolios
- Create and deliver board-quality reporting
- Automate delivery of data for integration and analysis
- Project cash flow and valuations with its integrated Takahashi-Alexander model
Designed with the institutional investor in mind, the Private i platform serves over a thousand investment programs, supporting the private capital needs of foundations, endowments, pension funds, insurance companies, sovereign wealth funds, funds-of-funds, administrators and custodians the world over.
Private i is securely delivered as a software Service (SaaS).