Move from Excel to the cloud

Access easy-to-use CEPRES Excel templates to reformat and upload GP track record data directly to CEPRES for fund due diligence. Instantly generate powerful analytics, charts and dashboards.

Easily upload investment data from Excel to CEPRES

CEPRES Smart Upload Excel Add-In helps you manage, track and analyze private market investment data in less time, make better investment decisions and streamline your fund screening and due diligence.

Templates are available for the following investment strategies:

· Buyout

· Growth and VC

· Secondary

· Real estate

· Mezzanine and private debt

· Infrastructure

· Real estate

CEPRES is on a mission to help you due diligence, differently. Eliminate the need to build complex macros and navigate spreadsheets across dozens of prospective funds. Use CEPRES’s Smart Upload Excel Add-In to format any GP’s track record into one of our preloaded templates and upload the data to CEPRES to get best-in-class analytics.

See how CEPRES makes your due diligence easier, better, and faster.

To use this add-in:

1. Install this add-in through Appsource market

2. Log in with your CEPRES user credentials

3. Load CEPRES investment templates locally

4. Update data template with user data

5. Upload to CEPRES

This product can be used in:

- Excel 2016 or later on Windows

- Excel on the web

Add-in capabilities

When this add-in is used, it:

· Can read and make changes to your document

· Can send data over the Internet

CEPRES Smart Upload

by CEPRES GmbH