Solution introduction

We work with LPs to provide powerful insight into their private equity portfolios. Our services and software can stand alone, but are designed to work as an integrated suite

What it's like? Straightforward, responsive and non-intrusive. Get access to insight on your portfolio on any web device, from any location. Simply 'cc' us on your GP communications and we’ll do the rest

Investor insight
Real-time portfolio monitoring and analytics give you greater clarity and control over your private equity investments.

  • Real-time monitoring
    Comprehensive drill through from invested fund to portfolio-company level.
  • Deeper insight analysis
    Access to real-time valuations, performance analysis, portfolio company (PCO) exposure analysis, market data overlay (FX, public pricing), benchmarking and valuation bridges
  • Actionable insight analysis
    Our risk management and cash-flow forecasting tools support investment decisions and validate expected performance.
  • Qualitative analysis
    Performance narratives, impairment commentary and quarterly variance reporting.

Fee tracking and validation
The simple way to gain greater clarity over your fund charges.

Outsourced data management
Free your people to do what they do best.

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