The Private i Platform
Capture activity; calculate performance; provide transparency; manage cash flow; automate reporting; and provide the context you need for better decision-making in your private capital portfolio
Private i is a modern, secure, private-cloud-based data and analytical platform expressly built for private capital investors. Private i works “out-of-the-box”, without costly or time-consuming customizations.
Private i helps investors:
Capture and organize a wide array of core investment data
Provide data operations support with comprehensive managed-data, including holdings transparency, benchmarks, peer groups and supporting analytical data
Secure, hide and share information with a flexible security/authorization model
Measure and understand positions and absolute and relative portfolio performance
Compare their performance relative to custom peer group performance from the industry’s largest universe of research-quality private capital funds
Understand exposure to industry, geography, stage of investment, asset and sub-asset classes over time
Understand exposure, assess risk and understand drivers of value
Create and deliver board-quality reporting
Automate delivery of data for integration and analysis to relieve workload
Project cash flow and valuations with the Takahashi-Alexander model
Capture, centralize and manage related documents in context
Analyze portfolios with dynamic dashboards that support multiple layers of drill-down and aggregation
Provide investment and portfolio performance comparisons to a universe of over 9,100 funds
Connect to other systems and data sources through structured exports and a modern API
Capture manager-stated fees and incentives through easy import of the ILPA Reporting Template
Accommodate special needs with custom fields and extensive configuration options
Connect to your data and our calculation engine through a robust Excel Add-In. Borrow our templates or imbue your models with live pathways that provide you with the ultimate flexibility in reporting and analytics.
Designed with the institutional investor in mind, the Private i platform, directly and through our administrator, advisor and custodian partners, serves thousands of users in over 1,000 investment programs worldwide.