The Solovis Dynamic Forecasting Analysis Suite offers a set of advanced modeling tools for analyzing the impact of future cash flows, transactions, and changes in underlying exposure. The suite includes a Projection Model that allows you to forecast cash flows and growth of any asset, and is complemented by a What-If Scenario Engine, allowing you to analyze the impact of a set of user defined scenarios on the portfolio. Together, these modules are powerful modeling tools that offer investment teams a framework for understanding the landscape of potential outcomes they face.
Our Projection Modeling gives you the power to build Private Equity Models in addition to including other asset classes, allowing you to view the portfolio in its entirety.
Private Equity Modeling:
Analyze and model future cash flows on illiquid investments utilizing underwriting assumptions, budgets and/or the Yale model in the context of Private Equity and the whole portfolio.
Hedge Funds and other Marketable Assets:
Allows you to project growth rates and flows for other asset types as well. Now you can make projections across the entire investment universe.
Our What-if Analysis module allows you to test trades and strategies, helping guide strategic decision making and portfolio planning.
What do your future capital calls and distributions look like on a fund-by-fund basis or on an asset class basis
How much capital should you commit in order to achieve a specific overall allocation to private investments over a specific time period so that your unfunded commitments are overall NAV stay within a certain risk tolerance?
How will a set of specific transactions across your portfolio, including direct securities, private equity, and hedge funds, affect your portfolio and asset allocation?
What effects will change in underlying risk exposure have on performance and risk?
If you had invested in a fund or set of funds in the past, how would that compare to how your portfolio actually performed over that period of time?