FUND MANAGERS

Master performance, maximize returns

Unlock the power of your data with the accuracy, flexibility, speed and security you deserve.

Addepar helps GPs like you gain unparalleled visibility into your portfolios – at every level of granularity – to identify richer insights for better outcomes. A highly flexible, single source of truth also ensures cleaner, more accurate data and easier, dramatically more efficient access – through portal, dashboards or reporting – for a wide range of stakeholders, from investors to Investor Relations.

Granular insights: Access performance data and financial impacts at every level of your portfolio, including between and across funds, entities and PortCos.

Customizable analytics: Dive deep into exposures and fund-wide performance.

Scalable solutions: Efficiently aggregate, manage and distribute data as your firm grows leveraging a single, customizable dashboard.

Streamlined communications: Consistent, accurate data creates easy, bespoke reporting across your internal and external stakeholders.

Access granular, firm-wide insights

Addepar’s platform consolidates data across all your fund vehicles, portfolio companies and limited partners into a single source of truth.

Streamline investor communications

Deliver bespoke, accurate and user-friendly reports to your stakeholders and investors with confidence.

Group and view multiple fund vehicles at once

Analyze and report at the individual LP level, fund level or even across multiple funds to support your track record and fundraising efforts.

As the scale and complexity of our firm increases, the demand for information from our general partners and the firm has increased. Addepar has enabled us to not only meet the demands, but do so in greater depth and much faster than we would have otherwise.

Jillian Griffiths

CFO, CD&R

Addepar has allowed us to scale without doubling or tripling our operations team. We’ve managed to handle a larger, more diverse client base and meet their more demanding needs with almost flat headcount over the last few years.

Bill Miller

Managing Director, Makena