Precision Portfolio Systems

Complexity
into structure.

Engineering institutional-grade portfolio intelligence. The operating system for private markets, built for rigour and surgical reporting.

cairn-pms.com/dashboard
Cairn Dashboard
1.0 Ingestion

Zero friction for your GPs.

GPs send their documents to a dedicated email address. Capital calls, distribution notices, quarterly reports, side letters, ESG disclosures. Cairn extracts and structures every data point automatically. Your team reviews and validates before integration. No workflow change for your counterparties.

Zero friction for your GPs.
2.0 Analytics

Every KPI. Consolidated.

TVPI, DPI, MOIC, IRR, J-Curve, exposure by strategy, geography, vintage. All KPIs computed automatically across your entire portfolio. Drill from aggregate level down to individual fund and underlying portfolio company.

Every KPI. Consolidated.
3.0 Forecasting

Model what's next.

Project future contributions and distributions across your portfolio. Stress test liquidity scenarios against historical pacing. Plan capital deployment with confidence, not guesswork.

Model what's next.
4.0 Output

Reports ready for the committee.

Generate investment committee reports, LP summaries, and portfolio reviews in minutes. Clean, structured, presentation-ready. Custom client templates available on request.

Reports ready for the committee.
5.0 ESG

ESG data, aggregated.

Cairn extracts ESG disclosures from GP reports and consolidates them across your portfolio. Carbon footprint, diversity metrics, sustainability indicators, centralized in a single view. The raw material you need for your own internal or regulatory reporting.

6.0 Bespoke

Shaped around your workflow.

Your reporting standards, your fund classification logic, your committee templates. Cairn adapts to your structure, not the other way around. Custom configurations available for institutional deployments.

Data Integrity

Built for institutional trust.

Institutional-grade security and European data sovereignty by design.

European Hosting
Data hosted on sovereign European infrastructure.
End-to-End Encryption
Encrypted at rest and in transit, with per-client isolation.
GDPR Compliant
Full GDPR compliance with Data Processing Agreement available.
Full Audit Trail
Every action logged, timestamped, and traceable.

Built for rigour.
Lead with precision.