FOR PRIVATE FUNDS: PORTFOLIO INTELLIGENCE
Harness the Power of your Portfolio Data
Every LP touchpoint is a chance to strengthen the relationship ahead of your next fundraise. And with investors more discerning than ever, they are looking for GPs to speak confidently in how past performance has been generated and its repeatability.
Yet as fund sizes increase, so does portfolio complexity. Incumbent portfolio management tools aren’t designed to produce the investment-level analysis you need and bespoke spreadsheet models become cumbersome and prone to errors.
Our private markets portfolio intelligence tool is purpose-built to deliver the accuracy and depth of insights you and your LPs now rely on, more efficiently.
Enhance Portfolio Data Integrity
Automate track record calculation to mitigate the risk of errors.
Our performance calculation engine turns deal-level cash-flow data into an interactive track record in just minutes. With robust data validation tools in place to ensure discrepancies are resolved before you begin analysis, you can be confident in the accuracy of the data you and your LPs rely on.
Mitigate the risk of errors in your analysis by using a suite of tools that are purpose-built for calculating and analyzing private funds’ investment performance.
Use the Power of your Portfolio to Streamline Fundraising
Easily evidence value drivers of performance with data
Intuitive data visualization of your portfolio empowers you to easily identify the drivers, and detractors, of fund performance. Better prepare for LP and stakeholder questions before they are asked.
With the ability to create custom analysis on the portfolio performance in seconds, not hours or days, teams unlock the ability to more proactively use data in pitches and positioning. Create greater trust and confidence with LPs – in and out of formal fundraising processes.
Spend Less Time Reporting, More Time Communicating
More efficiently get LPs and stakeholders the answers they need
Need to provide an LP or internal team member with performance of an intricate subset of your portfolio? Producing performance metrics on a certain cut of your fund or deals is as easy as selecting from a choice of qualitative and quantitative filters.
Spending too much time formatting what is largely the same data into different report templates for LPs? Export your latest track record data into your pre-configured Excel template formats in a matter of clicks.
Export groups or subsets of your analysis – including all data visualization – into PDF or PNG file types for use across internal and external communications. Chart colors and logos can be customized to ensure they fit with your brand guidelines.
Request a Platform Tour
Interested in learning more about how you can use eVestment to secure your competitive advantage in capital raising? Request a 30 minute platform tour with one of our solutions specialists.
