Seamless Portfolio Reporting & Analytics Backed by Industry-Leading Technology
Our end-to-end reporting & analytics offering pairs best-in-class technology with expert operational support to help reduce your administrative burden and serve as an extension of your team.
Capture value-driving insights, manage risk and plan for tomorrow.
- Portfolio Allocation Analysis: Evaluate the return and risk metrics of different private market strategies and sectors to inform portfolio construction decisions
- Forecasting & Planning: Leverage our proprietary, data-driven forecasting model (the Horizon Model™) to stress-test your portfolio, project cash flows and solve for commitment plans
- AI-Enabled Data Collection: Fast and accurate data processing across all three levels of reporting, including relevant operating metrics
- Portfolio Reporting: Utilize leading front- and back-end technology to gain an accurate snapshot of your portfolio's current performance
- Dedicated Client Success: Partner with our industry, data and technology experts to streamline your processes and reduce your administrative burden
