Business Intelligence (BI) is the process of collecting, analyzing, and visualizing data to support informed decision-making, improve efficiency, and identify trends. BI is useful for tracking portfolio performance, assessing investment risks, and optimizing deal sourcing by leveraging data-driven insights.
GP Portal offers a variety of these visualizations for both internal (GP) admin and external (LP) users that are powered by uploaded data. If you need to upload a dataset, see our article on how to use Analytics for more information.
To configure which visualizations are shown:
- Navigate to Analytics in the left navigation menu.
- Click Configure Charts at the top right.
- In the Configure Charts modal, select the GP Charts tab at the top to configure GP charts, or the LP Charts to configure LP charts.
- Check/uncheck the visualizations you wish to show/hide.
- Click Save at the top right.
Visualizations for GPs
Life-to-Date (LTD) Commitment Summary
An overview of the total and remaining amounts of capital pledged/owed to a private fund. Available as both a bar and pie chart.
Bar:
Pie:
Total Value by Program
An overview of a Partner’s total market value organized by fund. Available as both a bar and pie chart.
Bar:
Pie:
Carried Interest by Program
An overview of a Partner’s carried interest organized by fund. Available as both a bar and pie chart.
Bar:
Pie:
Cash Flow By Period
A series of cashflows paid/received by the Partner organized by date.
Visualizations for LPs
Commitment Summary
An overview of the total and remaining amounts of capital pledged/owed to a private fund.
Total Value
An overview of a Partner’s total market value plus any capital distributions received.
Cash Flow Summary
A series of cashflows paid/received by the Partner organized by date and capital event.
Ratio Analysis
TVPI: The ratio of a Partner’s total market value, plus the value of all capital distributions, relative to the total amount of capital paid.
DPI: The ratio of all capital distributions to a Partner, relative to the total amount of capital paid.
Capital At Work
An overview of the amount of capital that has been deployed over time.
