Activity
News
05/21/11PEO 4.3: PE Best Practices in a Box
AIVs? Holding Companies? Blockers?
Impossible for some vendors, difficult to setup for others, but using AnalytX PEO these structures are interesting and even fun to model. Beyond simply modeling the structures, PEO will preview the flow to unlimited related entities from a visual interface rendering related financial structure flows. This visual interface significantly enhances your ability to manage multi-level transactions with blocker structures.
For more information please email: msweet@analytx.com
04/26/11April Showers & New Clients
3 New PEO/WebLP Clients Sign in April
AnalytX is pleased to announce that 3 new clients have signed onto PEO & WebLP this month (in alphabetical order) Atomico Management, Ltd., London; Crosslink Capital, San Francisco; and General Motors Ventures, Detroit. Per Sarah Bryant Web Products Manager: "We are very pleased about the new client additions and realize it's going to be a very busy spring!". For additional information please contact msweet@analytx.com.
03/12/11Winter 2011 Update
New PEO and WebLP Clients
It's a busy winter so far at AnalytX! WebLP adds over 11 customer subscriptions, extending online presence to over 30,000 limited partners. New PEO customers include: Atlas Venture in Boston, BaltCap Limited in Estonia, Mainspring Management Services Limited in London, Oman Investment Fund of The Sultan of Oman, and Siguler Guff and Company, LP in New York.
2011 Annual Product Steering Conference
The 2011 Annual Product Steering Conference, held January 5th in New York, proved a major success. Clients from around the world attended the event. AnalytX presented its flagship product, Private Equity Office (PEO) version 4.2, in depth. New features including the 'one-touch' investor reporting module and the enhanced IRR module were analyzed and discussed. Also a sneak peek of the 2nd generation of WebLP and ObjectiveFront, the new front-office solution from AnalytX, were shown. Development plans for the next year were discussed, and even debated, with our clients.
In summary, we engaged our clients, we listened to them, and we adapted our approach. Per Mark Dellasanta, Senior Client Services Manager: "We are privileged to consider our clients a major source of intellectual capital; and in this kind of setting, highly effective brain-storming is possible...and good fun!"
Staffing
AnalytX adds twelve new positions to two groups: the PEO support team and the DBA & Reporting team. Per Marla Blake, PEO Support Manager, "Clearly the market has come back significantly after the downturn and we are making the appropriate staff additions to meet increased demand for both products and services."
For additional information, please contact msweet@analytx.com.
11/17/10PEO 4.2 Released!
Dashboards!
PEO 4.2 introduces powerful dashboards that takes user defined content management to a new level. Users can, for instance, setup dashboards for asset tracking which combine financial statements, key performance indicators and investment performance summary data on a single page. Beyond drag and drop ability for users, administration is simplified with the ability to setup default lists and dashboards throughout PEO.
GIPs-Compatible Analytics
AnalytX augments PEO's powerful transaction and reporting capabilities with the ultimate analytics slicer/attribution engine. A powerful middle-office tool, the new analytics perform multi-period analysis for assets, funds, or limited partners. The new analysis capabilities support rate of return calculations that are compliant with the current GIPs standards issued by the CFA Institute.
The bottom line from a beta tester: "Using the analytics engine you can easily create performance analysis from cash flows that used to take days to prepare". Examples: Slice asset cash flows on geography, vintage year, fund, deal partner, asset, security, fund, or ANY attribute (including non-standard ones). View analytics against benchmark categories, from inception or encapsulated into specific periods. Crunch fund and investor IRRs, based upon equity capital accounts with scoreboard IRRs breakout for GP and LP Investors. Easily compare Investor IRRs with or without sources of friction such as Management Fees or Expenses.
Powerful Investor Relations Reporting Engine
Version 4.2 introduces AnalytX's new, one touch, investor-reporting engine, created specifically for alternative assets. The reporting engine automatically processes any investor report, permits review, sends a fax, email,or print hardcopy for consumption by limited partners. Further, when coupled with the second generation of WebLP, it provides a secure way to send e-mail alerts to investors, which includes a link to securely download documents. The new investor reporting engine completely automates investor reporting, runs on demand or automatically at a specific time and bypasses the hand-to-hand combat with file uploads required by typical investor-publishing solutions.
The bottom line from a beta tester: "The AnalytX investor reporting engine allows me to efficiently generate a capital call plus supporting schedules in a single batch and blast these out over an email and/or publish out to WebLP". The new investor-reporting engine also solves the riddle of how to create capital call and distribution notices where desktop software (MS Word) is not required. The mantra: "How to edit, process, review and send a capital call notice from your grandmother's ski chalet in the Swiss Alps against a server in San Francisco?" We believe that PEO solves this riddle with its powerful, server side, report processing.
For additional information, please contact msweet@analytx.com.
08/17/10Summer 2010 New Clients
Aureos Capital, Barclays, First Reserve Corporation Sign with AnalytX
AnalytX adds three top-tier private equity firms to its growing list of clients this summer. In alphabetical order: Aureos Capital, a global emerging markets leader with offices in 35 countries; Barclays Capital, one of the world's leading investment banks; and powerhouse First Reserve Corporation, one of the very top leveraged buyout and growth capital investment firms in the world. Per Don Winger, CEO of AnalytX, "Signing any private equity firm with this level of reputation in the alternative assets space is a significant honor for our firm. With top-tier firms embracing our latest product offerings, combined with our latest development initiatives, the summer is turning into one of the busiest on record”.For additional information please contact jill@analytx.com.
