PRIVATE EQUITY
Investran
Incisive.
02
SunGard Hedge 360
Transform data
into intelligence
with SunGard’s
private equity
solutions
SunGard’s private equity solutions
01
Overview
In today’s highly competitive private equity market, firms
must not only deliver superior returns, but also respond
to more stringent reporting requirements and increasing
demands for information – both from within and outside
their organization. Throughout the industry there is
mounting pressure on organizations to do more, requiring
a clear technology strategy that not only addresses the
demands of today, but also enables the growth and
performance of tomorrow.
Increase
Operational
Efficiency
Enhance
Reporting
A number of different firm types make up this sector, from
general partners (GPs), limited partners (LPs) and service
providers to fund of funds and family offices. But on an
operational level, they are all striving to achieve the same
primary objectives: to improve operational efficiency, ensure
transparency, manage compliance initiatives and enhance
decision-making.
Together, these aims translate into a single over-arching
challenge: to improve data management, and to transform
that data into intelligence.
Improve
Growth and
Performance
Transform data into intelligence
To continue to operate effectively, while delivering growth,
performance and competitive advantage, firms must optimize
the way they manage their data and pass it on to investors and
other stakeholders. This means closing the gap between the
data that their disparate, fragmented systems generate and the
coherent, customized, intelligent information that is required.
Investment in information systems – specifically the
automation and streamlining of data processes – is no longer
a “nice to have” but a prerequisite. As reporting requirements
continue to increase, so does the need to transform data into
intelligent information.
1.Increase Operational Efficiency
Strengthen infrastructure, improve automation and
reduce costs.
2.Enhance Reporting
Achieve more with interactive reporting, data
visualization and analytics. Satisfy investor demands
for transparency, and extend data access to clients
and other stakeholders.
3.Improve Growth and Performance
Make technology a strategic priority and integrate
systems, for better decision-making, investment
performance and growth.
02
SunGard’s private equity solutions
Increase
Operational
Efficiency
Reduce costs and errors
through automation
Rising costs, shrinking margins and pressure on fees all make
operational efficiency a central challenge for the private
equity sector. With transparency also a high priority, there
is an increased need to “do more with less” in a repeatable
manner. This means finding new ways to reduce errors while
containing, if not reducing, operating costs.
¡¡Strengthen infrastructure – A strong investment
management platform is not only critical to achieving
operational efficiency but also to meeting investors’
due diligence requirements
¡¡Improve automation – As long as data is managed manually
in spreadsheets, the potential for automating processes and
achieving efficiencies is severely reduced and the likelihood
of costly errors remains high
¡¡Reduce costs – Technology and business process as a service
arrangements prove to be a practical and cost-effective
option for organizations looking to further scale their business
DID YOU KNOW
42% of GPs view LPs as more demanding in the data and
information they seek than in the past.
96% of LPs believe technology can provide efficiencies so that
the skills and competencies of their staff are best utilized.
SOURCE: GLOBAL PRIVATE EQUITY REPORT 2015: INSIGHTS, RELATIONSHIPS
AND TECHNOLOGY. SUNGARD AND LONGITUDE RESEARCH, 2015
SunGard’s private equity solutions
03
When it comes to reporting, today’s investors expect private
equity firms to deliver the same level of granularity and
transparency they would receive from the public market.
Thanks also to increased levels of regulation, firms need to
optimize the way they both manage and report on their data.
Enhance
Reporting
Provide transparency for
investors and stakeholders
¡¡Satisfy investor demands for transparency – Equip investors
with access to dashboards, charts, and transparency to the
underlying details on funds and underlying holdings
¡¡Reduce time spent on internal reporting – Provide internal
stakeholders and decision-makers with the capability to
slice and dice and analyze information on the portfolio,
including performance returns and exposures
¡¡E xtend data access – Deliver a top notch client reporting
experience with on-demand access to financial, investor
and investment data
DID YOU KNOW
DID YOU KNOW
1/3 of GPs view their investor portal as a way to provide a
differentiated client experience and promote their brand rather
than simply fulfilling a fundamental obligation that the fund has
to report to its investors.
66% of GPs agree that it is essential for CRM solutions to
provide partners, investor relations, and marketing with a
financial view of an investor’s investments, as well as traditional
features such as tracking contacts, notes, and meetings.
SOURCE: GLOBAL PRIVATE EQUITY REPORT 2015: INSIGHTS, RELATIONSHIPS
AND TECHNOLOGY. SUNGARD AND LONGITUDE RESEARCH, 2015
SOURCE: GLOBAL PRIVATE EQUITY REPORT 2015: INSIGHTS, RELATIONSHIPS
AND TECHNOLOGY. SUNGARD AND LONGITUDE RESEARCH, 2015
04
SunGard’s private equity solutions
Access to timely and accurate information on the portfolio is
critical to understanding exposures and risks, and measuring
performance. Effective data management therefore provides
a strong foundation for investment decision-making and growth.
Improve
Growth and
Performance
Support decision-making
with timely, accurate data
¡¡Integrate systems – A high proportion of private
equity firms still rely on fragmented information sourced
from disparate systems, making it difficult to achieve
a holistic view of the portfolio with transparency into
the underlying details
¡¡Make technology a strategic priority – Prioritizing
investment in technology is key to gaining an edge
in a competitive private equity market
¡¡Improve decision-making – Successful technology
strategies can not only improve efficiency and reporting,
but also help provide timely, accurate data for informed
investment decisions
DID YOU KNOW
98% of private equity GPs and LPs believe technology can
improve their decision making.
SOURCE: GLOBAL PRIVATE EQUITY REPORT 2015: INSIGHTS, RELATIONSHIPS
AND TECHNOLOGY. SUNGARD AND LONGITUDE RESEARCH, 2015
SunGard’s private equity solutions
SunGard can help
Solutions components
SunGard’s Investran is an integrated application suite that
automates front-, middle- and back-office processes for
private equity industry participants, including general
partners, limited partners, service providers, fund of funds
and family offices. Through our unique combination of
technology and services, we offer a complete, single-source
platform for private equity accounting, relationship
management, portfolio management, performance
measurement, business intelligence and data processing.
SunGard’s Investran is an integrated private equity solution
suite consisting of the following components:
05
Investran is the centerpiece of the suite and provides a
complete investment management technology platform
for managing the entire private equity life cycle. Investran
is the system of record for funds, investments, and investors
and offers extensive capability for accounting, automating
complex processes, managing relationships, monitoring
investments, tracking opportunities and reporting.
Investran’s Data Exchange offers customizable portals with a
rich, intuitive reporting experience for sharing documents and
data. It also serves as a multi-directional portal, allowing firms
to collect information and receive updates through the portal.
Investran’s Insight is a complete end-to-end platform
for interactive reporting, advanced analytics and data
visualization. It is seamlessly integrated with Investran and
offers an open architecture for integrating with other data
sources to create a unified, comprehensive reporting platform
across the enterprise.
Investran’s Limited Partner Solutions provides a specialized
data management and reporting service for private equity
investors. The solution encompasses data collection and
processing, performance and exposure analysis, dashboards
and analytics.
About SunGard’s Investran
SunGard’s Investran is an integrated application suite that
automates front-, middle- and back-office processes for
private equity and alternative investment firms. Investran
helps improve business efficiencies to facilitate collaboration,
support deal flow and automate accounting. Firms rely on
Investran’s integrated capabilities to help meet their needs
in the entire investment life cycle, including relationship
management, reporting, monitoring, accounting, fund raising
and deal pipeline management. For more information on
Investran and SunGard’s portfolio of alternative investment
solutions, visit www.sungard.com/private-equity
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please visit www.sungard.com
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