PRIVATE I PLATFORM EXCEL ADD-IN

Your Data + Our Data + Our Analytics
Delivered Through the Excel Add-in

“At Hewlett, we’re really excited about this new functionality and are now starting to build out spreadsheets that should help us do analyses that we have not been able to do before.”

- Hewlett Foundation

The Private i Platform Excel Add-in is an industrial-strength pipeline not only to your data but to Burgiss Managed Data and Burgiss Analytics. Tapping into our highly-scalable calculation engine, this Add-in delivers custom results instantly. Your spreadsheets can now benefit from the strict data governance of the Private i Platform® and adhere to the calculation rules that you have established.

Your preferences for the calculation of the Unfunded Commitment
Your inclusions and exclusions for return and other performance calculations
Your attributes and other characteristics on tap for grouping, filtering, and analysis
Universe Peer Groups Comparisons, Kaplan & Schoar PME, Long-Nickels ICM, GGS Direct Alpha using up-to-date third-party index data that we maintain for you from MSCI, Russell, and S&P
And fully supporting inception-to-date and point-to-point calculations, as well as single and group investment calculations

It’s free and easy to install!

Best of all — there’s no charge — if you are Private i Platform client, you will find a link to the Add-in on the Private i Platform home page. It installs directly into Excel in a snap. If you have any issues or questions, please contact us at support@burgiss.com.

1. Log in and connect live.

Your security credentials let you tap into your profiles and connect in real-time to your data.

2. Create rich, live, analytical worksheets.

Duplicate our reports. Steal our templates! Roll your own. Tie them to centralized reporting dates and investment groups by name. Craft time-horizon templates that feed into your models and board reports. Use Microsoft Office interoperability to copy and paste them into PowerPoint or Word.

3. Create dashboards in Power BI, Tableau, or Qlik.

Combine your models with a business intelligence tool, such as Microsoft Power BI or Tableau. Quickly craft deep, analytical visuals tied to your templates, with data you can refresh at will. Change a date — recalculate, save, and refresh, and then you’re done.

4. Share or publish your dashboards.

Put all of this to work by publishing your dashboards to all with the need to know, delivering answers to questions that they haven’t even asked yet. Try it out!