Portfolio Analytics

FD Fund Administration delivers reporting and analytics using platforms built specifically for our private equity clients.

We provide access to data and analytics because we understand this is critical to effective portfolio management.

Our secure, cloud-based business intelligence platform is easy for portfolio companies and can be private-labeled to reinforce your firm’s branding. It delivers individual portfolio company dashboards with trending financial metrics and benchmarking, as well as robust portfolio analysis.

FD Fund Administration's Company Reporting & Portfolio Analytics

  • Asset Level Valuation Preparation Assistance
  • IRR Calculations & Investment Multiples
  • Liaison for Management and Third Party Auditors
  • Portfolio Analysis