AssetScreen

AssetScreen is a cloud-based financial software platform designed to streamline asset management and reporting for investment firms, private equity, and institutional investors. Launched in 2015, the platform integrates data from multiple sources to provide real-time visibility into portfolio holdings, performance, and compliance requirements. It is particularly well-suited for firms managing alternative investments, including private equity, venture capital, real estate, and hedge funds.

The core functionality of AssetScreen revolves around its unified data repository, which consolidates information from various systems such as transaction management, performance analytics, and regulatory reporting tools. Users can track key metrics like net asset value (NAV), returns, and portfolio composition across different asset classes. The platform also offers customizable dashboards and reporting features, allowing stakeholders to generate tailored insights for decision-making.

AssetScreen emphasizes compliance and risk management by automating regulatory reporting processes, such as those required by the Securities and Exchange Commission (SEC) or other global financial authorities. It supports the tracking of key risk indicators, such as concentration limits, leverage ratios, and exposure to illiquid assets. Additionally, the platform includes workflow tools to manage deal sourcing, due diligence, and investment committee processes.

The software is built on a scalable architecture, enabling firms to adapt to changing business needs without significant infrastructure overhauls. AssetScreen also integrates with third-party data providers and enterprise resource planning (ERP) systems, enhancing its flexibility for diverse investment strategies. Security and data privacy are prioritized through encryption, role-based access controls, and regular audits.

AssetScreen is used by a range of clients, from mid-sized private equity firms to large institutional investors, seeking to improve operational efficiency and transparency in their asset management processes. The platform’s focus on automation and data-driven insights positions it as a key tool for firms aiming to optimize portfolio performance and regulatory compliance.