How CFGI Supported a PE Firm’s Journey to Automate Quarterly Fund Performance Reporting

A global PE firm had a manually intensive quarterly fund performance reporting process – CFGI leveraged business intelligence solutions to streamline the PE firm’s fund performance reporting effectiveness, consistency, and accuracy. To enable streamlined and dynamic quarterly performance reporting for a global PE firm with ~$350 billion AUM, CFGI automated the process using business intelligence tools.

The CFGI team focused on:

  • A proof of concept using one platform with multiple sub-funds, each including about 20 investments.
  • Creating new tools with flexibility to control the input and allow adaptability for variables beyond the PE firm’s control, (e.g., third party data feeds, etc.).
  • A repeatable and streamlined quarterly performance reporting process to shift the focus on meaningful fund management initiatives

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