PE Fund Evaluation Software

This question goes out to anyone working at a limited partner investing in private equity (FoF, pension fund, endowment, foundation etc.). What software, if any, do you use to perform quantitative fund diligence - things like detailed IRR and MOIC verification, EBITDA and revenue growth at portcos, leverage analysis etc. I have heard of people using eVestment and Cepres before. Any others that you might have heard of? Any experience with eVestment or Cepres?

Also on a related note, how do you do benchmark analysis? Preqin, Pitchbook, Burgiss, Cambridge? For anyone using more than one, how do you think about the relative strength of your preferred service provider? I, for one, have heard that Burgiss has the best data on US private equity and that Pitchbook has the best data on PE backed portcos.

Comments (2)

Nov 11, 2017

Hi neil91, any of these discussions helpful:

  • Endowments & Foundations Part 1: A Basic Overview this one ranks #31 and was originally posted 6/28/2015. Endowments & Foundations Part 1: A Basic ... potentially looking into the industry. Endowments & Foundations (E&Fs) are an industry that ... charitable cause. Endowments benefit academic institutions and Foundations typically write grants (though ...
  • AMA: Endowments, Foundations, & Asset Allocators Funds, Private Equity, Venture Capital, etc.) but I can answer questions related to any asset class we ... http://www.wallstreetoasis.com/forums/endowments-f... Qualities of a Great Investor: http://www.wallstreetoasis.com/forums/qualities-of... Hedge Funds ... IB/PE path. When I first entered the industry I didn't expect it to be a long term career, but my ...
  • AMA- Analyst at $1.5B Endowment Fund they cover (as in one analyst covers hedge funds, one covers private equity, one covers fixed income, ... endowment fund. The endowment supports a non-profit that does early stage medical research. We manage ... people on here are talking about. If you have ever wondered where hedge funds, PE funds, credit funds ...
  • PE Fund-of-funds......exit ops? alternate career paths. I currently have an offer at a PE Fund-of-funds. The position involves investing in ... not "de-rail" my career path. private equity Fund of Funds FoF ... direct PE industry, though I would like to keep my options open and possibly go into Hedge Funds or ...
  • AMA: Investment Director at a mid-sized endowment fund responsible for all of the endowment's alternative investments (private equity, private debt, real ... Chronic lurker here. I recently accepted a position at an endowment fund. Didn't see a lot of ... info. here on endowment fund investments- so ask away any questions you have. As background, I am ...
  • From Private Equity Associate to VP in Private Equity everything you need to know is right here. Private Equity Associate- What Do They Do? PE associates' ... to Become a PE Associate Before we tell you anything else, understand that private equity recruiting ... @lolercoasterrr regarding exit opportunities after private equity. So I am one of these junior ex-PE guys and know ...
  • PE Fund-of-Funds- Help would be appreciated managers, foundations) that invest in PE funds in Africa I've never used the above databases so ... whoever is able to help. Thanks a million! private equity Fund of Funds FactSet CapIQ ... PE FoF investing in Africa PE FoF based in Africa Any organisation (pension funds, govnmt, asset ...
  • More suggestions...

Or maybe the following pros can chime in... @kpatrk @Rob-Bensh @Di-Li

I hope those threads give you a bit more insight.

    • 1
Nov 16, 2017
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