With the growing sophistication of private markets and institutional investors’ portfolios over the last decade, the automation of portfolio management and monitoring has become more critical than ever.

Institutional investors have historically been inclined to use manual, Excel-driven processes for managing their portfolios. However, as data volume continues to rise, many are finding data management in this area to be a large pain point. This not only hampers efficient investor reporting but also internal data administration. Additionally, investors and regulators are demanding more transparency in regard to portfolio performance, leading to more time spent manually managing data in spreadsheets.

As a result, firms are increasingly looking to leverage technology to assist in streamlining and enhancing internal operations, and to provide more visibility into their data. By automating portfolio management and portfolio monitoring, analysts can improve speed and accuracy when it comes to making business decisions as they seek an edge in this competitive environment.

IVP for Private Funds provides a 360-degree view of the deal life cycle with complete transparency. It can be used for a wide range of portfolio data management functions, from streamlining the data collection process to providing analytical dashboards and investor reporting. The platform leverages machine learning in multiple areas to allow analysts to spend their time resolving issues rather than identifying them. By standardizing financial data templates without the need for manual intervention across portfolio companies, the generation of relevant insights and reporting is made easier. IVP for Private Funds also helps users identify patterns in other business or financial metrics data like KPIs by analyzing the data across portfolio companies, sectors and industries.

Additional features of IVP for Private Funds include:

  • Fully customizable to accommodate any unique data point and reporting format
  • Out-of-the-box reporting dashboards that provide a summarized view of all data
  • KPI tracking and management
  • Tracking and management of financials and covenants using inbuilt machine learning algorithms
  • Data adaptors to many third-party data aggregators
  • Fully customizable closed deal blotters with data audit capabilities
  • Real-time mobile access to portfolios