Breaking Down Portfolio Monitoring Solutions

In this episode, Kate Eberle and Greg Brown discuss the challenges and strategies of portfolio monitoring in private equity. They explore the different approaches firms take, from Excel-based reporting to fully automated Power BI solutions, and discuss the pros and cons of each method.

Things we cover: 

- The evolution of portfolio monitoring in private equity
- Common challenges firms face with data collection and reporting
- Comparing Excel, data warehouses, and portfolio monitoring tools like iLevel and Chronograph
- How automation is transforming private equity analytics
- Best practices for improving investor relations through better reporting

Whether you're a private equity professional, a CFO, or an analyst, this discussion will help you better understand how to optimize portfolio performance and make data-driven decisions.

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Blue Margin helps private equity firms and portfolio companies leverage business intelligence to drive efficiency, improve reporting, and maximize value creation. Our automated data solutions and custom dashboards give PE firms the clarity they need to make strategic, data-driven decisions.

Want to streamline your portfolio monitoring? Learn more at https://www.bluemargin.com

#PrivateEquity #PortfolioMonitoring #BusinessIntelligence #iLevel #Chronograph