Thema InsaInsights - Private Equity

Autumn Greetings

As the crisp autumn air sets in, we are excited to share some major updates and announcements from our team here at INSA. It’s been a season of innovation and progress, and we’re thrilled to introduce two new powerful modules designed to enhance your portfolio management experience.

New Features in INSA

Private Equity Module
We’re expanding with a cutting-edge Private Equity (PE) module, which offers a comprehensive approach to managing illiquid assets. This module allows you to track and assess private equity investments in ways that have never been more streamlined:

  • Portfolio Evaluation: Choose from three distinct approaches – IRR, Future Compounding, or TWP – to comprehensively evaluate your private equity portfolios.
  • Individual PE Asset Assessment: Dive into the unique characteristics of each PE investment.
  • Valuation of Non-Bankable Assets: With tools to assess assets that are hard to price, we ensure a full-spectrum evaluation.

Creation of Historical Performance for Consolidation
For those managing complex portfolios, particularly family offices, this module allows for the creation of historical performance. It’s the perfect tool to track and report all historical data, ensuring your reporting is comprehensive and meaningful, rather than limited to a specific period.

Learn More About our Private Equity module
To get more insight into this new module, we invite you to watch this video for an in-depth explanation. Should you have any questions, don’t hesitate to reach out – we’re here to help!

Looking Forward
As we are in the final quarter of the year now, we want to take a moment to thank you for your continued partnership. We look forward to a season full of growth and success together!

Wishing you a colourful and prosperous autumn filled with warmth, innovation, and new opportunities.

Warm Regards,
The INSA Team