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The Private i Platform

 
 
Burgiss Products

Capture activity; calculate performance; provide transparency; manage cash flow; automate reporting; and provide the context you need for better decision-making in your private capital portfolio

Private i is a modern, secure, private-cloud-based data and analytical platform expressly built for private capital investors. Private i works “out-of-the-box”, without costly or time-consuming customizations.

Private i helps investors:

  • Capture and organize a wide array of core investment data

  • Provide data operations support with comprehensive managed-data, including holdings transparency, benchmarks, peer groups and supporting analytical data

  • Secure, hide and share information with a flexible security/authorization model

  • Measure and understand positions and absolute and relative portfolio performance

  • Compare their performance relative to custom peer group performance from the industry’s largest universe of research-quality private capital funds

  • Understand exposure to industry, geography, stage of investment, asset and sub-asset classes over time

  • Understand exposure, assess risk and understand drivers of value

  • Create and deliver board-quality reporting

  • Automate delivery of data for integration and analysis to relieve workload

  • Project cash flow and valuations with the Takahashi-Alexander model

  • Capture, centralize and manage related documents in context

  • Analyze portfolios with dynamic dashboards that support multiple layers of drill-down and aggregation

  • Provide investment and portfolio performance comparisons to a universe of nearly 9,000 funds

  • Connect to other systems and data sources through structured exports and a modern API

  • Capture manager-stated fees and incentives through easy import of the ILPA Reporting Template

  • Accommodate special needs with custom fields and extensive configuration options

Designed with the institutional investor in mind, the Private i platform serves, directly and through our administrator, advisor and custodian partners, thousands of users in over 1,000 investment programs worldwide.