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.
