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Investment Portfolio Performance

Analytics for Private Equity & Financial Services Decision-Makers

Overview

The Accelerator for Investment Portfolio Performance enables a Fund Manager to review a Fund’s performance over time-as well as to drill down into an individual company’s metrics.

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  • - What is a Company’s Sales and EBITDA over time? - What is the valuation of each company within a Fund and how has that changed over time? - What is a Fund’s Committed Capital and what is the quarterly rate of return?

The Accelerator for Investment Portfolio Performance enables a Fund Manager to review a Fund’s performance over time--as well as to drill down into an individual company’s metrics. Fund Managers can get a grasp on key metrics like a company’s Sales and EBITDA over time, or they can gain qualitative information, like value drivers and a company’s analytical journey through these dashboards. Designed and created by a Tableau Ambassador, this accelerator uses visual best practices and expert-level user design that are tailored to Financial Services and Private Equity decision makers.

Categories

Business Needs
Analytics
Finance
Dashboards & Reports
Industries
Financial Services
Personas
Business Operations Manager
Data Analyst
Executive

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