Next-Gen Analysis Meets Seamless Integration in Sensr® Excel and PPT

Authored by: Peter Rosenstein, Chief Product Officer, Digital Solutions
Updated on: June 12, 2024

Sensr® is a cutting-edge, fully managed platform designed specifically for private equity sponsors. This dynamic fund performance and attribution analysis tool represents a significant leap in fund administration technology, streamlining and enhancing the way funds are managed and reported.

Sensr® provides comprehensive and detailed fund data analysis. It integrates seamlessly with Gen II's technology platform, ensuring consistent fund performance data. Its user-friendly and intuitive interface allows for efficient aggregation, reporting, and analysis of performance data across various fund families, investment vehicles, and investors.

Sensr® Excel
The Sensr® Excel plug-in revolutionizes how fund data is integrated into spreadsheets. It allows for direct access to Sensr® fund analytics and data from within Excel, enabling users to employ their custom workbooks while benefiting from Sensr®'s comprehensive data analysis capabilities. This integration means that complex and dynamic fund performance data is readily available in a familiar spreadsheet environment, streamlining the process of creating detailed and customized financial reports.

Moreover, the plug-in offers automated data retrieval, a crucial feature for maintaining up-to-date fund information. With this, Excel spreadsheets can dynamically update with the latest data from Sensr®, ensuring that reports and analyses always reflect the most current information. This automation not only saves time but also significantly reduces the risk of errors associated with manual data entry.

Sensr® PPT
Similarly, the PowerPoint plug-in extends Sensr®'s capabilities to the realm of presentations. This integration allows users to access fund data directly within their PowerPoint templates, helping to create compelling and informative pitch decks and reports. The ability to embed Sensr® charts and graphs into slides ensures that presentations include clear, consistent, and visually appealing representations of fund performance data.

An essential feature of the PowerPoint plug-in is its automated synchronization capability. This ensures that all the values, charts, and graphs within the presentations are consistently updated with the latest data from Sensr®. This feature is particularly valuable for maintaining the accuracy and relevance of presentations that are used repeatedly over time.

The Sensr® Excel and PowerPoint plug-ins embody a significant advancement in the integration of fund performance data with key office applications. These tools not only facilitate a more efficient and accurate representation of complex financial data but also streamline the processes of analysis and reporting in private equity fund management.

Published on: January 8, 2024