New Enhancements to Performance Grids

This release expands the functionality of Performance Grids, making them more flexible and easier to use for data collection and reporting. These enhancements support various use cases, from operational tracking to compliance, with ESG surveys serving as an example application.

What’s New?

New Field Types for Enhanced Data Collection

• Text Fields: Allow free-form answers (up to 255 characters).

• Picklists: Predefined drop downs for standardized responses like “Yes,” “No,” or “N/A.”

Why it matters: These fields make it easier to capture both structured and unstructured data, ensuring accurate and relevant reporting.

Customizable Grid Field Types via the UI

• Support for Text, Picklist, Currency, Number, and Percent inputs.

• Create and adjust fields easily without technical expertise.

Why it matters: This flexibility allows grids to be adapted for multiple scenarios, ensuring they meet the diverse needs of firms.

Improved Data Presentation

• Clear Text Fields: Display qualitative data in a readable format.

• Flexible Picklists: Present dropdown options clearly for easy review.

Why it matters: These updates ensure data is easy to understand and actionable, reducing review time and increasing reporting accuracy.

Example Use Case: ESG Surveys

• Leverage the new grid enhancements to build out a dedicated ESG reporting template for portfolio companies.

• This template aligns with the newly published ESG Reporting Template from Invest Europe, ensuring compliance with industry standards.

• Use Picklists for Yes/No responses and Text Fields for capturing detailed explanations, providing flexibility and consistency in ESG data collection.

Configurable Portfolio Metrics in LP Portal

This release introduces enhanced configurability for portfolio metrics, permitting firms to tailor the LP Dashboard to their unique needs.

Key Features

Customizable Metrics Display

• Select up to 9 investment fields, including metrics like Net MOIC, IRR, and Total Value.

Relabel Metrics

• Match field labels to your firm’s terminology.

How It Benefits You

• Tailored insights for LPs.

• Simple configuration via Site Builder.

• Comprehensive and clear portfolio overviews.

Bug Fixes and Feature Enhancements

Various product improvements are driven by customer feedback and technology advancements.

Thank You for an Incredible Year

As we wrap up 2024, we want to express our sincere gratitude to all our clients for your continued trust and partnership. Your feedback and collaboration drive the innovations we bring to you, and we’re proud to support your success.

We’re excited about what’s ahead in 2025 and look forward to working together to achieve even greater heights. Wishing you a prosperous and successful new year!

- The Asset Class Team