Mid-Office Analytics

The Mid-office Analytics add-in component enables your team to instantly envision the performance of a fund in a dynamic 3-D chart.

At the Core

• 3-D View of Fund Performance. Graphically pulls analytical data into a cube, and then allows you to change attributes to gain perspective.
• Performance Analytics. Helps you understand the sources of your fund performance (e.g., by industry, deal maker, deal structure, etc.).
• Comparative Analysis. Displays new and follow-on investments, realizations, unrealized value, and distributions for a period.
• Sensitivity Analysis. Exports data to Microsoft Excel for further review or modifications.

Taking You to the Next Level

• Powerful Fund Raising Graphics. Charts investments, valuations or IRRs by multiple criteria (e.g., geographical area, industry or sector, deal strategy or security, participation, etc.) so you can display your team’s success to prospective LPs. You can also change chart types or pull your diagram into Microsoft Office applications like Word, Excel and PowerPoint.
• Comprehensive Export File. Flattens out portfolio data and exports to an Excel file so you can do your own analysis.
• Exit Strategies. Pulls in your projected “what if” valuation set so you can plan how to exit deals at their peak value.