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PRODUCT DEMO

Private Equity Dashboard

In this demo of our private equity functionality, we explore:

  • Cumulative commitments, distributions, and paid in capital at the total program level, as well as broken down by strategy
  • Unfunded commitments and net cash flows
  • Performance metrics such as DVPI, RVPI, and TVPI
  • Dollar-weighted returns such as IRRs
  • Opportunity cost style analyses, comparing returns to desired index

If you're interested in learning how to streamline your private market investment process, we’d love to show you how it’s done.

It's important to note that before exploring private equity analytics, data management must be meticulously handled to ensure accurate data points. Starting with document management, it's essential that data is properly extracted and digitized to construct an Investment Book of Record. Once this is in order, desired analytics can be applied.


Aired: 
January 25, 2023