Private i Platform Chronology

In our latest Private i Platform updates, we made a number of enhancements across our Private Capital Portfolio Management and Private Capital Transparency Data products.

We recently made a number of enhancements across our Private Capital Portfolio Management, Private Capital Transparency Data, Private Capital Universe Data & Analytics, and Carbon Footprinting of Private Equity and Debt Funds products.

In our latest Private i® Platform updates, we made a number of enhancements for clients across our Portfolio Management, Universe Data, Transparency Data, and Funds Console products.

In this Private i® Platform update, we added the ability to manage Funding Splits within the Investments module as well as the capability to email report outputs to yourself and/or a specific colleague(s) within the Reporting module.

We have implemented several new enhancements, features, and functionalities within the Private i® Platform and Private i Platform Excel Add-in that will benefit both Portfolio Management and Transparency Data users.

In our latest updates, we added a new tab called Alternate to the Fund Size History window, improved the ability to add transaction notes, and enhanced the Burgiss Index Visualizer widget.

Over the course of the past few Private i® Platform releases, we have made significant updates that will greatly benefit our Portfolio Management, Transparency Data, and Universe Data clients.

In this Private i® Platform update, we added new functionality as well as a new structured export.

In the latest Private i® Platform updates, we enhanced the Burgiss Index Visualizer widget and made updates to the Private i Platform Excel Add-in.

In the latest Private i® Platform updates, we added exciting new functionality to Configurable Dashboards and Portfolios.

In this Private i® Platform update, we made significant updates to the carbon footprint estimates dataset and enhanced the holdings-based dashboards.

In the latest Private i® Platform updates, we have added exciting new functionality, enhanced Dashboards, and included more fields to choose from within Selection Sets. Notably, we added the Company Fundamentals Review to the Private i Platform home page.

Over the course of the past few Private i® Platform updates, we have added more Burgiss Managed indexes, made enhancements to Ledgers, Configurable Dashboards, and Reporting, and renamed the Burgiss Excel Add-in to the Private i Platform Excel Add-in.

In the latest few Private i® Platform updates, we made enhancements to the investment-based and holdings-based dashboards, as well as to the Configurable Dashboards. Also, we added two new exports for Transparency Data users and additional Burgiss Managed indexes for use within Portfolio Management.

With the latest Private i Platform Excel Add-in update, Portfolio Management users can now utilize the pooled ranking functions to gauge the performance of their portfolio(s) or a group of investments by ranking it relative to the performance of similar simulated portfolios from the Burgiss Manager Universe.

Over the course of the last few Private i Platform updates, we have increased the list of Burgiss Managed Pacing Models, enhanced Configurable Dashboards, and updated the Carbon Footprinting of Private Equity and Debts Funds dataset.

In the latest updates for both the Private i® Platform as well as the Private i Platform Excel Add-in, we added the SASB® Sustainability Dimension Analysis report to the Private i home page, which provides an aggregative view of the Burgiss Manager Universe by SICS® Sector across asset classes, as well as a heatmap of sustainability-related issues for specific asset classes.

In our latest update, we added significant functionality to the Private i Platform related to Configurable Dashboards.

This weekend, we released important functionality to the Private i Platform for Burgiss Transparency Data users and Burgiss Portfolio Management users. Notably, Burgiss Transparency Data users can override values for a Burgiss Managed Assets, Entities and Organizations.

Accessed through the new Holdings-based Carbon Footprint Analysis dashboard, the tool provides the market’s first carbon measurement for private equity and debt funds and combines private company data from Burgiss with modeling developed by MSCI ESG Research for estimating corporate carbon emissions.

In our latest platform update, the Investment Chart widget within Dashboards > Configurable Dashboards has been enhanced to include additional chart types and exporting capability.

This weekend, we released an update to the Private i Platform Excel Add-in that allows Universe Data users to apply peer-group filtering directly into Universe Analytics functions, an alternative to using a peer group ID. Users can obtain a list of fields and values available for filtering by using the Universe Analytics > Filter Fields and Universe Analytics > Filter Values buttons found in the Burgiss tab of the Excel ribbon.

In our latest platform update, we introduced a new Holdings-based Sustainability Dimension Exposure Analysis dashboard that allows Transparency Data users to analyze their exposure by Sustainability Dimension and General Issue Category, which correspond to an entity’s SICS classification.

This week, Burgiss added a new widget called Investment Chart. It is now available within Dashboards > Configurable Dashboards. The Investment Chart widget allows users to create on-screen bar, column, pie or scatter charts that display pooled cash flow, commitment, performance, unfunded and valuation measures based on user-defined grouping.

This weekend, Burgiss released many important updates for Portfolio Management users related to the pooled benchmarking functions available within the Burgiss Excel Add-in. Additional functions including pooled benchmark DPI, RVPI, point to point IRR and inception to date and point to point TWRR have been added and much more.

Portfolio Management users can now take advantage of the new configurable dashboard Grid Widget called Pooled Investment Analysis. This configurable dashboard widget allows users to create on-screen grids that create pooled calculations based on user-defined grouping.

This week we released an update to the Excel Add-in that allows Portfolio Management users to incorporate the received date parameter into an Excel sheet by selecting the Use Received Date Filter found in the Burgiss tab of the Excel ribbon.

This weekend we released a new Holdings-based Variance Analysis Dashboard into the Private i Platform. This new dashboard, which can be run on any two quarter end dates, provides a summary of key metrics, highlights major changes that occurred, displays geography and industry exposure with drilldown capability and indicates…

In exciting news, an alternate holdings exposure methodology is now available. The Preferred Cost and Valuation Ratios methodology calculates pro-rata values using valuations and/or cost basis data stored in Portfolio Management ledgers or client-entered values. The methodology can be used for pro-rata reports, holdings-based dashboards and holdings-based Burgiss Excel Add-in functions.