Centralize investment data and performance metrics across your portfolio
Private Equity Performance Dashboard
An interactive firm wide performance dashboard providing “at-your-fingertips” access to fund, investor, and investment data. The platform is also used by Fund Administrators to provide an enhanced service to their own customers and sub modules include a configurable LP Portal for Investor access to investor reporting and documents.
Our FirmView Private Equity Performance Software includes:
- Firm, Fund, Investor, and Investment level positions and look-throughs
- Analytical Dashboards, Reporting and Trends
- Credit line and Bank Account analytics
- Tear Sheets for Internal Company Updates and Externally for Investors
- Portfolio Schedules
- Capital Account Statements
- Funded and Unfunded Commitments
- Positions and Gain Loss Metrics
- Performance Metrics (IRR, TVPI/MOIC, RVPI, DPI)
- Investment attributes, KPIs, and Financials
- Investor relations portal to streamline for Investor Inquiry Responses
Created for Private Capital firms to bring together information from accounting data sources (augmented with investment, CRM, and market data) and provides pre-built management and investor relations dashboards, analytics, and reporting.
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FirmView® is used by leading private capital firms across private equity, private debt, venture capital, and energy as well as alternative investment fund administrators.
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