Project information

  • Project type: Private Equity Portfolio Management Platform
  • Industry: Financial Services / Private Equity
  • Technologies: ASP.NET | C# | SQL Server | SQL Server Reporting Services | MicroStrategy | HTML5 | CSS3 | JavaScript | jQuery
  • Current state: Production system with ongoing development and enhancements
  • Result: The platform centralizes financial data and reporting across Riverside’s portfolio companies, enabling investment teams to analyze performance and generate over 120 operational and financial reports used in day-to-day portfolio management.

BRAD (Big Riverside Automated Database)

Private Equity Portfolio Management Platform
Private Equity | ASP.NET | SQL Server | Portfolio Management Platform

BRAD is a custom enterprise platform developed for The Riverside Company, a global private equity investment firm headquartered in New York.

The system supports the firm's internal portfolio management workflows by centralizing financial data, operational reporting, and portfolio company information in a single integrated platform.

Overview

BRAD is used by Riverside investment teams and portfolio companies to manage financial reporting and portfolio analysis across multiple funds and investments.

Portfolio companies upload monthly financial data into the system, which becomes immediately available to Riverside deal teams for analysis and reporting. This centralized data environment enables consistent financial oversight and performance monitoring across the firm's investments.

Portfolio and Financial Management

The platform manages core private equity operational data, including:

  • portfolio companies
  • investment funds
  • financial statements and monthly reporting
  • cash flow tracking
  • valuations and performance metrics

By consolidating these data sources, BRAD provides investment professionals with a comprehensive view of portfolio performance.

Reporting and Analytics

A key component of the platform is its advanced reporting capability.

The system includes more than 120 custom reports used by different teams across the organization. These reports support financial analysis, portfolio monitoring, and internal decision-making.

In addition to predefined reports, BRAD also supports ad-hoc analysis through MicroStrategy, allowing users to explore financial data and generate custom insights.

Custom Financial Calculations

BRAD includes a unique capability that allows users to define and run custom financial formulas directly within the system.

Investment professionals can configure formulas that reference specific financial transactions and metrics. These calculations can then be used across reports and analytical views, providing flexible financial modeling tailored to the firm's needs.

System Integration

The platform integrates with several corporate systems and external services to support secure authentication and data synchronization.

This includes integration with the company’s corporate single sign-on infrastructure using Okta, as well as connections to other internal and third-party systems through APIs and ETL processes.

Technology

The platform is built using Microsoft technologies including:

  • ASP.NET
  • C#
  • SQL Server
  • SQL Server Reporting Services

The user interface uses modern web technologies such as HTML5, CSS3, JavaScript, jQuery, and AJAX to provide a responsive and interactive experience.

Long-Term Development

Development of BRAD began in 2007, and the platform continues to evolve as Riverside expands its operations and reporting needs.

We continue to work with the client on ongoing enhancements, integrations, and new reporting capabilities.