CEPRES Smart Upload


CEPRES Smart Upload is for CEPRES platform users to upload investment data from Excel to platform

(Freemium CEPRES platform account required for authorization of use)

Product name: CEPRES Smart Upload

Target user groups:

- registered users of CEPRES investment analysis platform

- prospective users of CEPRES investment analysis platform

This product can be used in:

- Excel 2016 or later on Windows

- Excel on the web

With CEPRES Smart Upload Excel add-in, users can upload their investment data whenever and wherever they feel like it, and instantly access their investment data analysis in their self-managed data rooms in CEPRES platform.

This add-in empowers users to gain control of their investment data processing and data reconciliation. Furthermore, this add-in enables users to instantly generate sophisticated investment analysis for due diligence reporting and portfolio monitoring reporting that are ready to share with stakeholders and shareholders.

Through this add-in, users can have access to CEPRES data templates for different purposes of investment portfolio:

- Buyout

- Growth and VC

- Secondary

- Real estate

- Mezzanine and private debt

- Infrastructure

- Real estate

Add-in capabilities:

Can read and update your investment data in form of CEPRES data templates

Can send data and file to CEPRES platform for investment analysis

Can create new data room in CEPRES platform

Standard user flow when using this add-in:

1. Install this add-in through Appsource market

2. Log in with CEPRES platform user credentials

3. Load locally/from CEPRES platform the CEPRES templates

4. Update data template with user data

5. Create data room and upload to CEPRES platform

6. Redirection link to view data room in CEPRS platform

Add-in capabilities
When this add-in is used, it
  • Can read and make changes to your document
  • Can send data over the Internet
  • At a glance