Portfolio Monitoring Technology
for GP Outbound
Chronograph can help AEA streamline day-to-day reporting and unlock the strategic value of your data. Please let us know when you would like to take a look.
A Trusted, Value-Added Partner for Your Business
Chronograph can help AEA realize unparalleled operational efficiencies and data transparency. Streamline data collection, analytics, valuations, reporting, ESG, and data warehousing across your portfolio.
An Indispensable Industry Partner
Chronograph serves a majority of the largest GPs and LPs and features a well-diversified global client base of leading institutions
Case Study:
The Carlyle Group + Chronograph
How Chronograph Transformed Data Collection, Valuations, and Reporting for Carlyle’s $385 Billion Portfolio.
Submit the form to receive a copy of the case study.
Streamlined Data Management
Chase deals, not missing docs
Flexibility Out of the Box
Chronograph makes it easy to dynamically configure, collect, and make use of data from portfolio companies and other constituents with no local installations or rigid templates.
Regardless of investment strategy, ownership level, industry, asset class, reporting period, or company maturity, managing any quantitative or qualitative performance metric is as simple as flipping a switch.
Automatically send reminders to portfolio companies as due dates approach, preserve an audit history of all changes, and move beyond spreadsheets for storage of critical data and efficient collaboration.
Made for Today’s Investor
Whether tracking performance of a complex buyout transaction with multiple EBITDA measures, monitoring covenant compliance for credit investments across multiple debt tranches, or profiling Daily Active User trends for an early-stage venture investment, Chronograph allows teams to make use of data across any combination of reporting period, metric, stage, date, or currency that reflects the sophisticated nature of modern private capital.
Across the Chronograph platform, users interact with data in context, with features like real-time validations, variance checking, full audit histories, and other helpful feedback indicators that ensure data quality and integrity.
Reporting & Investor Relations
Intuitive, error-free
Painless Investor Servicing
Respond to Limited Partner and other data requests at speed: quickly build a custom query or use Chronograph’s robust Excel toolset to pre-populate existing templates.
Chronograph’s intuitive interfaces allow investor relations, finance, compliance, and other professionals to access information across functional areas without having to chase down colleagues or dig important data out of emails.
Ensure consistency, ease-of-updating, and a single source of truth both now and in the future.
Push-Button Reporting
Automatically refresh reports within existing Microsoft Word and Excel deliverables with the click of a button. There’s no need to change familiar formats or brand standards.
Avoid copy and paste or transcription errors by dynamically linking information to the database. As information changes, reports are automatically updated in real time.
Maintain version histories and an audit trail of all information disclosures to ensure there is never ambiguity in your constituent communications.
Powerful Analytics
Insights, Revealed
Put returns in context with portfolio analytics, dashboards, interactive charts, and more.
Benefit from robust analytics developed exclusively for private capital investors of scale. Understand how modern limited partners assess and analyze your portfolio and fund.
Stay on top of current fund performance when on the go: Chronograph extends powerful cloud-based analytics from your desktop to mobile devices.
Automated Valuations
Accuracy, speed, certainty
Realize a single source of truth for all your existing processes. Conduct valuations and generate final marks with consistency.
Streamline Period End(s)
Simplify and automate the process of monthly and quarterly valuations to ensure consistency and timely delivery with valuation tools that ensure compliance with global audit standards.
Underlying models are streamed alongside the data to ensure easy access for auditors or other constituents.
From a single source of truth for all input data to a definitive record of back-up information for third-parties, Chronograph allows you to focus on the assumptions, not the process.
Bolster Existing Workflows
Power models and reports with our Microsoft Office toolset.
Upgrade existing models with the robust Chronograph xConnect Excel plug-in to allow for bi-directional refreshing and updating.
Export fully formatted reports to Word, and easily roll-forward next quarter with the latest information using Chronograph’s Report Builder module.
Export charts and underlying data for any graph, table, or other representation from the platform with a single click.
ESG
Now with Data
Environmental, Social and Governance (ESG) issues are now major considerations for private capital investors. However, many investors feel at a loss how to aggregate and monitor ESG information in their funds and portfolio companies.
Chronograph offers a high integrity, centralized data collection system that empowers private capital investors to properly collect, manage, and report ESG standards.
Access meaningful, performance-based, and comparable ESG data from across your portfolio from a single interface.
“Chronograph’s technology has allowed us to capture and structure more than seven million data points from our portfolio, and we feel the LP solution is unique in its ability to capture such a rich and complete data set.”
“Chronograph’s flexible data collection and reporting technology has enabled us to harmonize KPIs and deepen insights across our portfolio. Our investment, value creation, and finance teams can all easily collaborate with consistent and trusted data.”
“Since entering the market, Chronograph has changed the way private equity firms and their investors interact with their data, offering elegant and innovative software designed to enable robust, timely, and transparent reporting and analysis.”
API + Connectivity
Engineered for Integration
The days of walled gardens are over – easily integrate existing architecture and data sources upstream and downstream.
Chronograph serves as a private capital ‘macro service’ with interconnectivity at its core.
From modern standards to industry-leading middleware architecture, Chronograph’s APIs are designed for developer ease-of-use and interoperability.
Access data at scale with our GraphQL-based APIs. Chronograph makes it easy to get data out both at runtime and in bulk.
Connect your existing systems and vendors with seamless GUI middleware. Integrate accounting, CRM, and benchmarking solutions to unlock new levels of consolidated analysis.
Approved developers can generate a key and start building immediately with helpful tools like a dynamic schema knowledge-base that’s always up to date.
Snowflake Data Warehousing
Plug-and-play
Chronograph’s Snowflake Connectivity-as-a-Service offering, Snowbank, significantly simplifies data ELT at scale, making it easy to port all client data into a long-term persistence medium.
Implementation is turnkey via Snowflake’s Secure Data Share features. Achieve real-time data replication with no limitations on extraction or access.
Our integrations unlock new forms of aggregate analyses through the Snowflake plug-in suite. Reduce time-to-production for services built on top of data managed in Chronograph.
Realize automated and compatible migrations and updates to models. Eliminate resource-intensive data warehouse integration management.
Security + Confidentiality
Without Compromise
Rest easy knowing that your sensitive data is protected by industry-leading security standards.
Our policies are client-centric and make it simple: we will never share your private information. We are not a public database, benchmark provider, or consultant.
As a trusted provider to many of the world’s largest private capital investors, Chronograph takes protecting client data, intellectual property, and any personal information extremely seriously – and embraces best practices and leading technology to ensure compliance.
Chronograph’s vendors and operations are SOC I/II and ISO27001 compliant, and we place client security and confidentiality at the heart of everything we do.
Start streamlining your portfolio monitoring and reporting
Learn more about how Chronograph can simplify your monitoring, reporting, and analytics
