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.

Granular firm-wide insights

Analyze detailed performance data, exposures and financial impacts at every level of your portfolios, including between and across funds, entities and PortCos.

Scalable data solutions

Efficiently aggregate, manage and distribute data as your firm grows, leveraging customizable, unique dashboarding across teams and personas.

Streamlined investor communications

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

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