Professional Services for Private Investment Managers
Consulting

Over the past five years, we have expanded our offerings to include financial data and consulting services that specifically target the private investment management industry. In this way, we've been able to leverage what we've learned from our years of experience serving the private equity marketplace and our work with front and back office managers.

 

The Burgiss Group Professional Services team assists customers with custom reporting needs, systems integration, data conversions and more. Customers turn to us for advice regarding back office best practices and how best to manage data entry for the most effective data mining, reporting and analysis.

 

For more information, contact Professional Services.

Custom Report Design

Even though Private i ships with over 150 built-in reports, ready to run, you may find that our reports don't meet your specialized needs. Our report designers can look at a copy or mark-up of a report you'd like to have, build it, test it and upload it to run on your Private i data.

 

Here are a few examples of the types of requests our report design team fills every day:

 

  • Can I see multiple performance metrics side-by-side on one report? For various time periods, say, 3-year, 5-year, 10-year, inception-to-date? Or for different measures---IRR vs. TWR vs. Investment Multiple?
  • I need a summary of my investment information at the partnership level, as well as for the underlying companies, on one snapshot report.
  • Help me with my historical reporting needs---can I see a 10-year history of inception-to-date IRRs by quarter? I need a custom export to Microsoft Excel or CSV that presents particular columns of data in this order in order to feed into my other systems.
  • How can I reflect my diversification and performance history in meaningful, colorful graphs and charts?

 

To learn more about this service, or to discuss custom reporting needs for your organization, contact Professional Services.

Integrating with Other Systems

Our development team is adept at building data feeds to connect Private i data to other database and reporting systems. There are accounting, tax, custody, and financial modeling systems that use much of the data captured in Private i and Private Informant.

 

We've made it easy to export data from our products directly into a variety of formats, including Microsoft Excel, text, HTML and XML. If your needs are beyond the built-in capabilities, we can build an export or import utility to your specifications. To learn more, contact Professional Services.

Data Conversions

Our team is well-versed in the art of data conversion. We will be happy to take a look at your spreadsheets and give you a quick estimate of the time it will take to convert its data into Private i, Private i FrontOffice or Private Archivist.

 

To talk with the Data Conversion team, contact Professional Services.
 

Contact Us

To discuss professional services, including our report design service, contact Professional Services or call us at US+1 (201) 427-9600.

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