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Focus on Portfolio Management

Portfolio management is a major challenge for Private Equity and Alternative Investment professionals. CV4 offers tailored and proven features to meet the needs of industry professionals.

Discover Investment Management

Efficient, comprehensive follow-up

CV4 offers efficient and comprehensive tracking from data entry up to reporting production. Thanks to personalized KPIs tracking you, get a global and precise view of your portfolio.

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Data reliability

Benefit from the workflows integrated within the CV4 application to eliminate the risks of errors, especially those related to Excel use, while simplifying data entry. All calculations of tracking and performance indicators are thus made reliable.

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Multi-asset management

Manage your investments, regardless of their nature, with a flexible and customizable solution. Take advantage of consolidated and detailed views of your investments.

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Dashboards and reports

With the application’s dashboards and reports, you can create analyses of your portfolio. You can also generate customized reports on your investments for investors, management, or regulatory authorities.

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Global integration

The integration of portfolio management with fund management allows for global activity tracking and the creation of comprehensive reports.

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Benefits of CV4’s Portfolio Management

Whatever your role in Private Equity and Alternative Investment, you can take advantage from CV4’s Portfolio Management.

CV4 Investment Management

Optimized portfolio tracking for all asset classes.

A tool designed to meet all specific needs.

CV4 Investment Management

Global and consolidated tracking of funds, co-investments, or direct investments.

Accurate exposure calculations for a clear view of your portfolio.

CV4 Investment Management

Multi-asset and flexible solution for investment tracking.

Detailed granularity for high-performance and tailored services.

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