Private market analytics for institutional investors

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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.

Collection: Your GPs send PDFs such as cash flow notices, valuation statements, and quarterly financial updates to SEI Novus.
Digitization: SEI Novus automates the extracting, digitizing, and structuring of key information from GP-provided documents.
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.

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Private equity performance

Cashflow forecasting

Liquidity analysis

Private equity exposure management

Portfolio company detail

What-if analysis

Private equity valuation lag

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

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Is SEI Novus a good fit for my private equity portfolio?

If your portfolio includes allocations in private markets, you’re a good fit for this service.

If your portfolio includes a large allocation in private markets and a broad collection of private investment types (VC, LBO, private real estate, private credit), this is an essential tool for understanding your private market investments.

Additionally, intelligent document processing and the portfolio management tools included with this service are especially valuable if you are:

Inquisitive and analytical—willing to ask hard questions about portfolio exposure and performance
Interested in linking analytics for private and public investments

What does the integration process look like with SEI Novus?

We assign a data analyst and client relationship manager to guide your team through integration. The process begins by setting up channels for SEI Novus to connect with your custodian, receive necessary documents from your GPs, or both. After extracting and digitizing investment data, an investment book of record is constructed which factors in your custom tree structure. SEI Novus platform dashboards are also tailored to match your investment teams’ workflows.

How does pricing work for Private Markets by SEI Novus?

Can you show me what Private Markets by SEI Novus actually looks like?

Image of white arrow on blue background, and facing a crossroad about whether to go left or right as a metaphor for considering investment decisions

See how it looks with SEI Novus

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

Check it out

Six gray, concrete bricks are lined up in an alternating pattern that rises like bars on a graph. They stand out against a bright blue background.

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

Our insights

Private market analytics for institutional investors