Portfolio Management Platform
As a savvy private capital investor, your attention is needed everywhere. You need to have an eye on the market, commit to new funds and other opportunities, keep careful watch on your investments, look through to your fund holdings, understand and compare your performance, see to the needs of your 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, and cash and valuation forecasting. 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
Designed with the institutional investor in mind, the Private i platform serves over 1,000 investment programs worldwide.