We’re excited to announce the launch of a new cashflow forecasting feature on IQ-EQ Cosmos, our proprietary portfolio monitoring platform, designed to help private markets investors model and visualise future portfolio performance.
Empowering strategic decision-making
The new feature addresses a key need for capital allocators who invest across multiple fund verticals and require sophisticated tools to forecast portfolio growth over extended time horizons. Built on the industry-recognised Yale Model (also known as the Takahashi-Alexander Model), cashflow forecasting enables users to input their own assumptions, including net asset value (NAV) growth rate, distribution and contribution rates, and life of fund, to generate comprehensive projections.
Visualise your portfolio’s future
Through an intuitive interface, investors can now see how their portfolio will evolve over time with forecasted J-curves, valuations, multiples and internal rate of return (IRR) metrics. This capability is particularly valuable for fund-of-funds managers and limited partners investing in private markets portfolios, helping them make more informed capital allocation decisions.
About IQ-EQ Cosmos
IQ-EQ Cosmos provides intuitive access to investment and accounting records across full portfolios, on any device. Connected to IQ-EQ’s global Data Platform powered by Snowflake, the platform delivers high-quality, real-time data and analytics that empower informed decision-making.
Get started today
Watch our new video below to find out more, and if you’d like to book a demonstration, get in touch.
