We've been involved in private equity systems and services since 1988. It's now all we do.

A Spreadsheet is Not a Database

"When all you have is a hammer," so the saying goes, "everything looks like a nail."

Spreadsheets are great tools for anyone in finance. We just don't think you should be using a spreadsheet to track long-term investments.

When you invest in private equity, everything, every detail, is important. Our solutions are built on relational databases to capture every detail. Our software gives access to this data so that everyone on your team can get to it. Our data services capture much of the underlying data you need and let you focus on investing.

Software

private i® allows you to manage a complex portfolio of private equity investments. If you or your firm is a Limited Partner in 10 or more private equity funds, you're probably a candidate for private i.

Since its introduction in 1997, private i has been adopted by many of the largest investors in private equity. Our clients are investors with
exposure to dozens or even hundreds of private equity commitments. Many of our clients have investments that span decades.

The core functionality is built around a relational database that allows you to capture and report on your private equity holdings with a minimum of fuss. private i gets high marks for ease of use because it was designed from the investors point of view. This core functionality includes deal prospecting, performance, contact management and fund commitment tracking, as well as the ability to capture the details of underlying portfolio holdings.

Add-on modules support specific business needs such as:

1. handling Direct Investments,
2. administrating Fund of Funds,
3. comparing performance through Benchmarking and
4. managing distributed stock.

Our newest software addition, private i Analyst^TM, provides users with a powerful custom report writer tuned to private equity. Why did we write our own report writer? Simple. We saw the kinds of reports our clients wanted to produce and knew that we had to. These reports go well beyond the ordinary and integrate analytical calculations, such as the IRR and TWR, the Unfunded Commitment calculation and investment multiples that have to be calculated for funds and arbitrary groups of funds.

Services

privateInformant® takes the work out of tracking the underlying holdings of partnership investments. As a secure, web-based solution, privateInformant puts the work in our team's hands and creates an economy of operation that assures you this tough chore is accomplished effectively and efficiently.

The privateInformant team at the Burgiss Group receives and reviews quarterly financials, enters the data in the privateInformant private equity database and audits to confirm its integrity.

privateArchivist^TM ("Burgiss Archives") solves the problem of consolidated document archival of partnership reports. With it, you and your team have access to all of your partnership financial reports via secure connection over the internet.

privateArchivist Enterprise^TM provides your team with a secure, online collaborative environment for document creation, sharing and communications. Built around an award winning enterprise class document management engine and brought to you by experts in private equity and alternative asset investment solutions. With this system, you have full text and metadata searching of documents and controlled access from anywhere via a web browser by you, your partners, or customers.

Private i FrontOffice^TM enables secure and collaborative due diligence and deal flow management for investment teams.

Client Services include

1. Consulting
2. Training