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Private market analytics for institutional investors

clock 3 MIN READ

Institutional investors with allocations in private markets often depend on manual, fragmented processes to analyze their investment data.

Usually arriving as a PDF report, relevant company-level data must be extracted and organized before it can be of any use to an investment team.

After collecting private investment data directly from a client’s general partners (GP), we digitize the data and provide investment offices with a structured, aggregated, and accessible viewport into their private investment program. With a comprehensive understanding of risk and liquidity in the market, institutional investors can see their public and private investments alongside one another to make more informed investment decisions. 

Intelligent document processing

Bring order to unstructured data. Access the latest advances in optical character recognition (OCR) and natural language processing (NLP) to digitize and process your PDFs into actionable insights.

  1. Collection: Your GPs send PDFs such as cash flow notices, valuation statements, and quarterly financial updates to SEI Novus. 
  2. Digitization: SEI Novus automates the extracting, digitizing, and structuring of key information from GP-provided documents.
  3. Interaction: Your team has consistent and timely access to crucial intelligence at the company, fund, and portfolio levels.
     

Private equity performance metrics

When used incorrectly, private equity performance metrics can paint a distorted picture. Use the right analytics to accurately understand your investments.

Portfolio management for private investments

Private equity valuation lag

Asset owners need a flexible system to properly implement both estimated and final valuations.

Frequently asked questions

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See how it looks with SEI Novus

Preview an example of private market analytics in a digital, interactive dashboard.

Check it out
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Want an accurate picture of private equity performance?

If you struggle to understand your sector or country exposures across managers and asset classes, spend hours sifting through GP statements, struggle with liquidity management or forecasting cashflows, or waste too much time on tedious data management tasks, we can help.

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Insights for institutional investors