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Business Intelligence
Software

Gain invaluable insights into your investments, portfolio performance, and market trends to make informed decisions that drive success

SEE A DEMO

See your data
differently

Allvue’s Business Intelligence software solution gives private equity firm decision-makers access to advanced, easy-to-use data visualization tools and reports. Identify red flags across the private equity firm with easy-to-set-up, easy-to-use reports and easily spot trends across your portfolio companies, private equity firm’s deal pipeline, and entire firm, leading to better decisions.

Unrestricted data access

Take ownership of your data and create any dataset with unrestricted access to all fields in Allvue's Fund Accounting and CRM.

Dynamic dashboarding

Create your own Power BI dynamic dashboards and paginated reports with complete self-service access to Power BI Cloud platform.

Embedded report access

Enable access to Power BI dashboards and reports by embedding them within Allvue solutions.

Allvue's Business Intelligence
Features and Benefits

  • 01

    Informed decision insights

    Understand the key decisions being made across the private equity firm and their impact on the future, ensuring value creation and informed investment decisions.

  • 02

    Comprehensive trend analysis

    Identify trends across portfolio companies, fundraising, deal opportunities and your own management team.

  • 03

    Strategic deal pipeline

    Analyze your deal pipeline by geography, industry, team member, and the PE firm's overall business intelligence strategy.

  • 04

    Portfolio performance monitoring

    Monitor your portfolio’s cost basis, value, exposures and multiples.

  • 05

    Source efficiency tracking

    Track source effectiveness, costs, progress, tasks and lost deals, gaining actionable insights.

  • 06

    Budget alignment

    Reduce variances between budgets and actuals, promoting value creation and more informed decisions.

Our Business Intelligence Technology

Built within Microsoft’s enterprise framework, Allvue’s Business Intelligence solution leverages Microsoft PowerBI and Azure with a multi-layered security stack provided across physical data centers, infrastructure, and operations. Allvue aligns with industry-specific compliance standards, such as SOC1 and SOC2, offering private equity investors a BI solution with advanced analytics, designed to aid fund managers in making well-informed decisions.

Scalability

We provide a cloud-based environment that does not require costly upgrades – unlike many of our competitors.

Innovation

We leverage extensive research and development capabilities to keep our users on the cutting edge – even as the cutting edge evolves.

Efficiency

We offer a modern, intuitive user experience that is already universally familiar – so users can get started quickly.

How does Allvue compare to other private capital software solutions?

As the private capital space has exploded with growth over the last few decades, so has the private capital software landscape. We’re confident Allvue offers the best solution on the market to help you make the most informed decisions for your portfolio.

SEE HOW ALLVUE COMPARES

  • Out-of-the-box, front-to-back-office solution with built-in industry best practices and flexible deployment
  • Cloud-based scalability with a robust integration and API ecosystem to grow with your firm
  • One home for your data with standardized reports and customized dashboards
  • Corporate, fund, and investment accounting from single market-leading provider

Allvue allowed Polaris to launch a new fund - without adding headcount

“Allvue allowed us to launch a new fund in a modern fund accounting setup as well as have the infrastructure in place to launch a new strategy without requiring additional back-office headcount.”

Joachim Satchwell
Associate Director, Polaris

READ THE CASE STUDY

Polaris Fund Accounting Case Study

Discover our award-winning
private capital solutions

Learn more

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