Up the Curve: Industry Insights for the Private Equity Lifecycle

With more than 300 global customers, collectively managing more than $300 billion in assets, Investran  has one of the largest and most active customer bases of any private equity software solution, in the alternative space, supporting all types of firms -- from largest to leanest and from simplest to most sophisticated. The depth and breadth of our customer base combined with the intellectual capital of Investran's domain experts have allowed for us to remain on the pulse of the private equity industry. With this we introduce our findings in our thought-leadership series: Up the Curve.

limited Partners - unlimited information

"Limited partners today demand to see private equity develop into an industry in which risks are systematically controlled, systems are demonstrated in use, investors are consistently kept abreast of developments good and bad, and value is added by dint of the GPs being smart, not lucky,"David Snow, Editor-in-Chief, PEI Media.

Summary: A commentary by SunGard Investran's product management team, in collaboration with David Snow, Editor-in-Chief of Private Equity International, Limited Partners: Unlimited Information examines:

  • Greater transparency requirements of LPs on their GP counterparts
  • Challenges and implications of these evolving requirements, including impacts on due diligence and fundraising
  • Recommendations for turning challenge into investment opportunities

BulletLimited Partners - Unlimited Information

An Insiders View to selecting Private equity software

Motivations for investing in a software solution to support your investments business vary from firm to firm. Regardless of the need, selecting the system to meet your specific needs is a significant challenge, and getting it implemented can be even harder -- especially when consequences to failure are severe.

 Join Manuel Villavicencio from Ernst & Young's Business Advisory Services, with Matt Chambers, CTO at E&E Capital Advisors and Lauren Iaslovits of SunGard Investran, as they discuss:

  • Common motivations causing firms to implement a software solution.
  • Top oversights made by firms during the process that have caused issues later on.
  • The most common questions asked of Ernst & Young by clients during an evaluation.
  • A case study of E&E Capital Advisors software selection including business issues driving them to invest in a system, challenges in the selection process and anything they would have done differently in hindsight.

BulletAn Insider's View to Selecting Private Equity Software

meeting the challenge: centralizing portfolio management

Join Family Office Metrics and Investran as they discuss how centralizing portfolio administration across general ledgers, excel, homegrown applications and other investment solutions can seem overwhelming, if not impossible. The problem is compounded when it concerns a complex, multi-asset class portfolio, typical of family offices.
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BridGing The GAP From Front-to-Back

Time is of the essence, especially when facing client requests for broader, more detailed sets of information. Join Lauren Iaslovits, Senior Vice President and Product Manager of SunGard's Investran explains how leveraging accounting data from natively integrated solutions can help firm's Investor Relations and Marketing Practices improve both the speed and scope of communication, and firm-wide collaboration while reducing risk.
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WeATHERING THE STORM:MEETING THE NEW OPERATIONAL DEMANDS in today's Market Turmoil

 Join SunGard Alternative Investments and our distinguished panelists from Ernst & Young LLP and SEI as they discuss key themes in new service demands present in the alternatives industry including:

  • Greater frequency and complexity of investor inquiries
  • Investors want to see fund managers adopting best practices, including managing operational risk and consistency in valuation practices, calculation of P&L and other processes and procedures
  • Both new and existing investors are performing much more detailed due diligence
  • Support for more complex fund structures, including those resulting from the creation of side-pockets to manage liquidity concerns
  • How fund managers and administrators can optimize their use of technology to manage these new complex requirements and leverage technology solutions to increase efficiency.

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Maximizing Operational Efficiency: tax Season

Today's unprecedented investment landscape is forcing private equity firms to face many new business challenges highlighting the need to maximize operational efficiencies and leverage technology. Among the immediate tasks in 2009 are optimizing the use of technology and at this time of year, getting through tax season. Tax season is right around the corner and at the forefront of both your firm's and your investors minds. As both a leading technology provider to the private equity market and a trusted partner, Investran can provide the tools your firm needs to efficiently and effectively navigate this year's tax returns
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