Platform Enhancements: Dashboards, Universe Analytics, More

On March 23rd, continuing our accelerated pace of development, we released an update to the Private i Platform that introduced significant enhancements to dashboard analytics, eases administration of analytical set assignments, and introduced the second of our analytical visualizations / data reports on Universe Analytics.

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Amanda VanNess
New Reports: Local Absolute Performance & Listed Securities Valuation

Eight new reports were added to the platform today, including Local Currency versions of many of the core reports in the Absolute Performance category. These reports use local flows to create the traditional measure of absolute performance, both individually by investment and for groups. As well, a new report, Estimated Valuation for Listed Securities, provides transparency into the value of listed securities held by funds.

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james kocis
Universe Analytics Integration; 2-Factor Authentication; Folders

Private investments are private and as a result, one of the central problems investors in private capital face is isolation. Although absolute measures of performance, easily calculated with cash flows, are important, relative measures that provide a greater context are perhaps even more so. “How am I doing compared to a peer group consisting of…?”

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james kocis
New Capability: Management Fees and Incentives Capture

The ILPA Reporting template is designed to help harmonize reporting of supplemental disclosure of information from GPs to LPs. The template is sprawling in its ambition, and so it is rare that GPs supply the level of detail it suggests. Our efforts here focus on capturing the impact of management fees and incentives on the LP’s investment i

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james kocis
Dashboards: Filters & A Performance Boost

This release implemented dynamic filters in dashboards to provide simpler use and increased flexibility in exploring results without having to re-run analyses from scratch. In addition, we optimized the mechanisms underlying the retrieval and calculation of dashboard results, resulting in faster rendering and performance.

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james kocis
GICS Revisions Support

Burgiss-Managed Data uses the GICS (Global Industry Classification Standard) to identify the industry of each of thousands of entities delivered to clients through our Holdings Transparency Data Service. The industry classifications are subject to periodic up

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james kocis
Analysis Dashboards: Phase I

Manipulating data in a visual interface helps speed analysis and understanding of complex information. With this release, we provide the start of many visualizations that take the form of interactive charts and supporting

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james kocis
Burgiss Platform Public API - Phase I

Public APIs are an increasingly important means to connect data and systems but they require a firm foundation and an unwavering commitment to their continued development and maintenance. With the Burgiss client base now largely on a unified platform, creating and exposing a public API is underway. The first test phase of

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james kocis
Documents Module; Asset Ledgers

This release introduces document retention within the Private i platform, in both the portfolio and investment modules. Users can upload documents by dragging-and-dropping them in batches or individually. The first 5 gigabytes of storage are included in base Private i licensing.

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james kocis
Conversion Milestone: 97% of Clients Upgraded

Over the course of the last year-and-a-half, our client service and technical operations teams have successfully converted 97% of of our client base to the new platform. To assure continuous operation, most of these upgrades were done in the course of a weekend, and to the delight of our customers, came with no additional conversion or upgrade costs.

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james kocis
New Product: Excel Add-In

With the release of the new Burgiss Excel Add-In, we provide a direct way to tap into live data and the distinct analytical capabilities of the Private i platform.

Excel, the lingua franca of financial analysis, isn’t the right place to capture or store transactional data,

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james kocis