LPXpert

Overview

LPXpert leverages our 17 years of experience in institutional investor private equity portfolio monitoring of over $340 billion in assets.

LPXpert combines our industry-leading private equity performance database and VentureXpert database to bring comprehensive analysis and information tools to the Private Equity Limited Partner. More than a simple portfolio-monitoring tool, LPXpert fully integrates our industry standard data with client-specific information - giving you the tools you need to intelligently analyze internal portfolios and compare them against market benchmarks on both the fund performance and portfolio composition levels.

The most comprehensive database of proprietary performance, partnership, company and investment information.

With LPXpert, you can:

  • Quickly monitor changes in portfolio activity
  • Conduct due diligence on specific entities
  • Analyze and benchmark fund performance
  • Stay current on any news impacting your portfolio
  • Gain executive biographical information
  • Analyze portfolio composition and compare to industry standards
  • Discover how the value of your paid-in capital has changed from quarter to quarter
  • Find what percentage of your holdings have increased in value
  • Identify the number of co-investments in your portfolio
  • Uncover the average amount of capital committed to each fund

Why choose LPXpert?

  • Sophisticated Functionality: LPXpert analyzes the attribution and diversification of your investments in a private equity portfolio on three levels: the total portfolio, for each partnership and for each individual company.
  • 35 years of tracking the private equity industry: We maintain the most comprehensive database of proprietary performance, partnership, company and investment information.
  • As the industry recognized leader of critical private equity information, only Thomson Financial has the ability to help you analyze your portfolio in the most effective way. Through LPXpert's 16 modules, you can create over 100 types of reports ranging from detailed firm, fund, portfolio, company, executive and IPO profiles to analysis of fund performance.
What's Included

Quickly monitor changes in portfolio activity:

  • Discover how the value of your paid-in capital has changed from quarter to quarter
  • Find what percentage of your holdings have increased in value
  • Identify the number of co-investments in your portfolio
  • Uncover the average amount of capital committed to each fund


Conduct due diligence on specific entities:

LPXpert's company, fund, firm, and IPO profiles give you the most detailed information on your holdings on the most granular level by:

  • Cost basis and the current value of your holdings
  • Investment round details and industry
  • Geographical breakdowns
  • Vintage year breakdowns


Analyze and benchmark fund performance:

Evaluate the performance of your portfolio, a subset of your portfolio, or individual funds using cumulative, investment horizon IRR, or time-weighted returns. Gain full access to Thomson Financial's proprietary benchmark database of over 2,000 US and international funds enabling you to analyze the cash flow streams of fund holdings and measure performance.

Stay current on any news impacting your portfolio:

LPXpert's News About My Portfolio module provides direct links to any story about any entity in your portfolio that has appeared in Thomson Financial's industry-leading private equity publications, including Private Equity Week, Buyouts, and Venture Capital Journal.

Gain executive biographical information:

Supplement your due diligence and research of companies and funds by using ZoomInfo, the largest database of business professionals in the world, to view information on job function, board memberships, education and contact details of individual executives.

Analyze portfolio composition and compare to industry standards:

  • Identify what percent of your holdings are weighted toward biotech companies
  • Discover in what region most of your portfolio companies are located and compare with industry trends
  • Find the 10 largest holdings by value, by cost, or by gain
  • Learn which funds are invested in other funds

Next Steps

  • Want to learn more?
    Register for more information.

Contact Us

Lori Ann Silva

Tel: +1.646.822.6670
Email