Contacts Module and New Report Added to the Private i Platform

 

A June 29th platform update added a new report to the Universe Analytics Module within the Private i Platform, as well as introduced the Contacts Module for managing contact information, and added the ability to capture social media profiles with new fields in the contacts, entities, and organizations records.

Starting this week Private i clients can easily view the performance of the major sub-sectors of private markets over key time periods, such as year-to-date, 1-year, three-year, five-year, 10-year, 15-year and 20-year using the popular Trailing Period Summary report.

 You’ll find the new report in the Universe Analytics Module within the Private i platform.

Trailing Period Summary

Trailing Period Summary

Contacts Module

Contacts Module

Manage your relationships right in Private i.

Relationship-building and nurturing is critical to success in private-equity investing.  Starting this week Private i clients have the ability to add and manage contacts directly in the platform. Along with storing basic contact information, clients can import social media profiles for their contacts; make notes; create memos and attach documents.

You’ll find the new feature under the “Contacts” menu item from the home page of Private i.



Amanda VanNess