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.
In order to download this data, follow the instructions below depending on your role.
As an Admin
- Within GP Portal, select the Reports tab.
- Scroll down and select BI Report.
- Use the filters to clarify which data you wish to see in the report.
- From here you can choose to Export Summary to get charts and quick information. Or, select Export All Data to receive and excel spreadsheet with all data.
As an Investor/Contact
Please note, as an investor, you will not be able to download all of the same data that admin and investment entities can.
- There will be 5 BI charts on the homepage: Commitment Summary, Total Value, Cash Flow Summary, Ratio Analysis, and Capital At Work.
- Using filters you can curate the data to create your desired analysis.
- To download the PCAP, click the purple button to receive the zip file containing the PDFs.