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Portfolio Management Platform : Private i

Burgiss Products

Private i is a modern, secure, cloud-based data and analytical platform expressly built for private capital investors. The Private i platform helps investment teams better understand and manage what they have invested in and help make decisions about what to do next.

The platform combines core data, including commitments and cash flows and the like, with a rich array of Burgiss-managed data, including holdings transparency data, profiles, and reference data.

Private i can help investors:

  • 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 research-quality of private capital funds

  • With a subscription to Burgiss-managed holdings transparency data, understand exposure, 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 private capital program

  • Capture, centralize and manage related documents in context

  • Analyze portfolios with dynamic dashboards that support multiple layers of drill-down and aggregation

  • Connect to other systems and data sources through structured exports and an API

  • Capture manager-stated fees and incentives through easy import of the ILPA Reporting Template.

Designed with the institutional investor in mind, the Private i platform serves, directly and through our administrator, advisor and custodian partners, thousands of users in over 1,000 investment programs worldwide.