CURRENT CHALLENGES

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Manual spreadsheet consolidation processes lead to errors and gaps in data

Manual spreadsheet consolidation processes lead to errors and gaps in data

Repetitive tasks, including data reconciliation and currency conversions, detract from time budgeted for high value added tasks

Repetitive tasks, including data reconciliation and currency conversions, detract from time budgeted for high value added tasks

Low quality data sets drastically limit the level of analysis that can be performed

Low quality data sets drastically limit the level of analysis that can be performed

Ever changing regulatory environments require private equity funds to respond with more disclosure and proactive reporting

Ever changing regulatory environments require private equity funds to respond with more disclosure and proactive reporting

Investors are ramping up their requests for more detailed, customized information from private equity funds

Investors are ramping up their requests for more detailed, customized information from private equity funds

Historical dependencies on manual processes make it challenging to scale operations

Historical dependencies on manual processes make it challenging to scale operations

Product Presentation Video

KEY FEATURES

INVESTEE PORTAL

Streamline and automate your data collection process through eFront Portfolio Monitoring’s external portal. Through this secure website you can utilize an excel-based process to collect data directly from portfolio companies.

POWERFUL ANALYTICAL ENGINE

Leverage a powerful engine, designed specifically for alternative fund management teams, to calculate indicators and ratios across your portfolio. eFront Portfolio Monitoring enables you to automate complex and time consuming tasks effortlessly. Thanks to an intuitive excel add in, you can further incorporate analysis and reporting capabilities from excel. With eFront Portfolio Monitoring’s predefined library of calculations you can easily analyze, forecast, and report on your alternative investments portfolio.

DYNAMIC DASHBOARDS

Visualize the performance of your portfolio through eFront Portfolio Monitoring’s powerful dashboards. With the most configurable and fastest dashboard technology, eFront Portfolio Monitoring enables you to gain new insights into your portfolios.

REPORT GENERATION TOOLS

Leverage eFront Portfolio Monitoring’s automated report generator to quickly and easily share information with your LPs, regardless of whether they use EDI, AltExchange compliant, or customized templates. With additional features enabling the full traceability of all report figures and analyses, GPs can have increased confidence in their reports. Make quarterly reporting a seamless process with eFront Portfolio Monitoring.

COMPREHENSIVE INTEGRATION

eFront Portfolio Monitoring features tight integration with the eFront suite, ensuring one consistent source of truth for eFront clients.

KEY BENEFITS

eFront Portfolio Monitoring enables GPs to streamline and automate their data collection, insight generation, and reporting processes.
Explore the benefits below to see how eFront can improve your analytical capabilities
ENHANCED DATA GOVERNANCE

ENHANCED DATA GOVERNANCE

eFront Portfolio Monitoring enables GPs to streamline and automate their approach to data in order to improve their data accuracy and integrity.
GREATER ACCESS TO INFORMATION

GREATER ACCESS TO INFORMATION

Expand access to key insights through eFront Portfolio Monitoring’s powerful analytics, streamlined interface, and mobile app.
IMPROVED EFFICIENCY

IMPROVED EFFICIENCY

Free up considerable time and resources with automated data collection and reporting.
INCREASED CONFIDENCE IN REPORTING

INCREASED CONFIDENCE IN REPORTING

Fully trace all report figures with eFront Portfolio Monitoring, so that you can feel confident in the numbers you present to your investors.
Stress-free portal services and multilingual support keep your operations moving forward smoothly

HIGHER INVESTOR SATISFACTION

Leverage eFront Portfolio Monitoring in order to quickly and easily meet the stringent reporting requirements of investors and deal teams.
eFront Portfolio Monitoring has increased our comfort level with the data…
We are getting what we need now.

Portfolio Finance Manager
US Based Real Estate Investment Firm

KEY METRICS

70%
less time to produce monthly reports
1.5
months to deploy the solution
80%
less time spent on manually uploading
data into the systems
50%
increased confidence in data