Data Services Support offers specialized training options to help make every member of your team more effective using Private Informant more efficiently. All Private Informant users within your organization can benefit from training opportunities to monitor, analyze, and report on your private equity portfolio.

Data Services offers various training opportunities to best suit your needs:

• Analysts
• Operations
• Investment Team
• Investment Officers

Our highly experienced support team is available to train team members on-site or through personal, instructor-led webinar sessions. Additionally, subscribers are able to explore Private Informant by watching a series of short training videos covering key functional areas and features.

Private Informant has several online training videos and user guides to orient users to the system.

Leverage the vast reporting library in Private Informant, which includes a number of pre-defined performance and administrative reports to capture the position of your entire portfolio at a moment’s notice. Private Informant features new functionality to run reports on dynamic, custom sets and to more easily select investments to include on a report. In addition to the reporting library, Private Informant features interactive data analysis charts to visually analyze and report on your private equity portfolio.

The Investment Analysis feature in Private Informant is a powerful tool that can be used to perform ad hoc analyses and custom exports. Select columns, build sophisticated filters and quickly export to Microsoft Excel to view the most current portfolio holdings data available.

Contact support to set up a convenient, personalized training session for you or your team.