Portfolio Report runs on your existing in-house data or data captured through our Data solution.
LP Analyst’s founders have monitored nearly 1,000 unique fund and direct investments representing $30B in client commitments.
- Manager Alpha
- Trends & Drift
- Company Health
- Top Holdings
- Cash Flow Forecast
- Watch Lists
- Policy Compliance
- Stay on top of key portfolio developments
- Better understand performance and risk
- Identify trends and forecast developments
- More actively manage and segment portfolios
- Tailor reporting solutions for multiple end-users
- Leverage in-house and supplemental data
- Realize cost savings & keep expertise in-house