Portfolio Management: Optimize portfolio modeling, monitoring and valuation

FrontInvest serves the following asset types:

Private Equity (Direct Investments)
Real Estate (Direct Investments)
Private Equity Fund of Funds
Real Estate Fund of Funds
Fund of Hedge Fund Investments
Infrastructure

Private Equity (Direct Investments)

• Centralize private equity asset information on one platform for more effective analysis, oversight, and administration of investments.
• Leverage a full set of CRM and document management capabilities to capture and store important contact information and investment documents.
• Use embedded Excel to import and integrate fully functional, Excel-based private equity valuation and analysis models into the FrontInvest platform.

Real Estate (Direct Investments)

FrontInvest for Real Estate is a web-based solution that offers an integrated platform to facilitate investor, fund and portfolio management from the front to the back office.

• Import detailed information to analyze real estate asset and market data from the lease level to the portfolio level.

• Slice and dice data across multiple variables in real time with purpose-built analytical tools.

• Integrate with Argus data to model cash flows at the portfolio level.

Click here for more detail on our Real Estate Software Solution.

Private Equity Fund of Funds and Real Estate Fund of Funds

FrontInvest is tailored to handle funds of funds specific tasks, such as modeling complex vehicles.  Track the underlying portfolio properties and provide a consolidated view across multiple portfolios at any level of the fund and portfolio investment structure.

• Model complex investment structures:
  • Process private equity and real estate fund and fund of fund investments at any level of a structure.
  • Access a consolidated view of holdings at the master fund level.
  • Drill down into underlying portfolio company and property details.
  • Consolidate subscribers transparently.
  • Model and analyze a varying complexity of investment structures.
  • Consolidate a portfolio through any level of an investment structure.
• Track and analyze underlying portfolio companies and properties.
  • Capture and analyze investment history, cash flow management, valuations, etc.
  • Drill down into underlying company or property information.

Fund of Hedge Fund Investments

FrontInvest centralizes the administration and analysis of fund of hedge fund investments on one platform.

• Optimize portfolio construction by modeling a portfolio of holdings under varying stress and sensitivity scenarios.
• Analyze and monitor performance, risk, liquidity, regression and more with FrontInvest’s unmatched analytical tools and dynamic dashboards.

Infrastructure

FrontInvest enables investors to centralize and manage infrastructure investments. Use integrated CRM and document management capabilities to effectively capture and store project data, contact information, scheduled events, administrative tasks, and financial and legal information. And with FrontInvest’s embedded Excel feature, users can easily import and use fully functional Excel based cash flow models for their infrastructure and other real assets.