Platform Update: Excel Add-In, Universe Analytics Module, and Dashboard Enhancements


This past weekend, significant updates were made to both the Private i Platform and its Excel Add-In.

Universe Analytics Module Integration: Measure Summary

The Universe Analytics Module draws on data from the Burgiss Manager Universe, a research-quality database of over 9,000 private capital funds. The module allows you to create custom comparative industry performance and fund behavioral measures according to criteria you specify. This release adds the Measure Summary report, a quick overview analysis that provides the full list of available since-inception and trailing period results for any selected set of funds.

Main Platform Updates: Dashboard Enhancements

This update included several enhancements to dashboards. The Holdings-based Exposure Over Time dashboard now includes a pivot table that represents quarterly exposures by group. The parameters panel has been updated to include selected investment account to match report run UI. We’ve also updated the display formatting of numbers on all currently available dashboards to make them consistent and easy to read.

Excel Add-In Enhancements

To help better integrate our Excel Add-In with external systems, this update added various new methods for data and calculation accessibility. The Add-In now supports:

  • Data selection by Portfolio ID and Selection Set, allowing for simpler means to specify dynamic pooled calculations.

  • Getting Portfolios and Selection Sets with IDs for reference.

  • Custom field support.

  • Date formatting was updated to reflect regional settings and error messages have been cleaned up to provide better defined information.

More On Its Way

Make sure to frequently check back for platform progression as we continue to build functionality and deliver on the initiatives presented to you in our 2019 Platform Roadmap.


Universe Analytics Measure Summary report

Holdings Exposure Over Time

Holdings-based Exposure Over Time exportable data table

Amanda VanNess