Investment Research and Data Platform Software

The vendor is required to provide investment research and data platform software for include:
•    Web-based application; does not require on-prem installation
•    Compatible with google chrome web browser
•    Private market fund data coverage by asset classes and sub-asset classes - provide # of funds:
o    Private equity
1.    Us buyout
2.    Us venture capital
o    Private credit
1.    Direct lending
2.    Other private credit (specify strategies and # of funds)
•    Private real estate
•    Private infrastructure
•    Other private real assets (specify strategies and # of funds)
•    Fund level data
o    Historic performance of individual funds
o    Historic performance aggregation for benchmarking by vintage, strategy, geography, and industry groups
o    Portfolio companies in current and past funds
o    Fundraising history and status
o    General partner contact information
o    List of limited partners in each fund
o    List of fund’s service providers
o    Fees and terms of fund
o    Ability to search for and compare comparable peer funds by strategy, size, geographic focus, vintage year, etc.
•    Company level data
o    Provide # of companies covered:
1.    Private market
2.    Public market
o    Financial data and metrics, please list the types of metrics. 
o    Current equity owner and debt lenders
o    Historic ownership transactions and related data
•    Other features
o    Ability to build custom groups and benchmarks to evaluate historic performance
o    Industry research across private market asset classes
o    M&A deal details
o    Data downloadable to excel
o    Information on standard fund terms
1.    Average management fees, carried interest, organizational expenses, etc.
o    Ability to analyze client’s portfolio using actual commitments and nav 
1.    Aggregate exposure by sector, geography, etc.
2.    Explain and provide examples.

- Contract Period/Term: 1 year