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Mercatus Overview
The Mercatus Overview document will help introduce data challenges of GPs & LPs and highlight the Mercatus Frameworks & Features that help solve such challenges.
Asset Management
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Use Case: Head of Asset Management
“Our monthly & quarterly asset performance reports require too much manual intervention. How do we become more efficient and ensure data quality?”
Challenges
- Our data is complex and scattered. It comes from multiple places in many different forms. Difficult to normalize
- Timing of data is not standard. Financials & operating reports have different deadlines and delivery dates depending on the asset or partner
- It’s not always clear what is incomplete vs missing vs late
- Our current data management systems are entirely disconnected from Excel
Solution
- I need to be able to summarize the status of post-investment data in simple way
- A platform to track third party compliance to contractual documents and data
- Services to support data exchange and normalization of data from third parties
- Dashboard capability to visualize portfolio valuation updates and scenario results in real-time
Centralized Assets + Data
Single place to track, filter, drill-in and export our operational & financial data across diverse assets
Asset Transparency
Full transparency to see which of our assets need immediate attention in real-time
Powerful Analysis
Run portfolio valuation scenario analyses in a single platform to manage risk & make faster investment decisions
Data-Driven or Bust
Asset and Portfolio Management are perhaps the most data intensive functions due to the ever-increasing number of asset & portfolio holdings, along with the rapidly growing diversification of assets and geographies. Add to that the increased reporting requirements from investors, regulators, and other stakeholders and the demands for greater transparency and you’ve got a perfect storm.
For many Asset and Portfolio Managers, there is often little to no system in place to consolidate data across systems, sources, and departments. Without a technology backbone to help streamline, automate, and control the data management processes, this function will never efficiently scale.
Purpose-Built Solution
Mercatus is the only data technology platform purpose-built for private market investors. We understand the complexities of alternative assets and the unique attributes of asset data. See how we can accelerate your data analysis and reporting and give your investors the real-time transparency they crave.
“Technology and data will help us close the value gap and better optimize our assets and investor value. We see ourselves as a 6 out of 10 today but only because we work really hard. It’s all manual, however, and definitely not scalable. We’re aggressively looking to technology to drive significant impact for our organization in the next 12 months.”
Key Asset Management Problems We Solve:
Centralized Data Access
No more hunting for scattered data in Excel, pdf, PPT across multiple systems
Automated Reporting
Self-configure the exact report you want and run it automatically - what will you do will all the time saved?
Risk Analysis
More time (and data) to do scenario planning means less risk in all your assets; trust gained
Discover More
Learn how we’re solving asset management challenges. View our Client Success Stories or request your own personalized demo.