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 tabular data. These first visualizations are simple and powerful:

  • IRR and Multiples Over Time

  • Composition Over Time By Valuation with Drill-Down

Data selection is by Portfolio or through standard Selection Sets. The Valuation Composition visualization currently supports up to three levels with the following attributes:

  • Fund Manager

  • Investment Name

  • Investment Type

  • Local Currency

  • Portfolio Name

  • Sub-Asset Class

  • Vehicle Type

  • Vintage

james kocis