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PivotData, LLC. Public site.

Data Warehouse and Compliance Reporting Solutions for the Investment Community. Providing clients the information to make critical business decisions and to accurately communicate with key stakeholders. Welcome to PivotData, LLC. Data Warehouse and Regulatory Reporting. A comprehensive regulatory reporting and compliance management platform for Alternative Investments. Comprehensive reporting for all Entity types, Portfolios, and investment types. CRU's simple five step process. PivotData has developed a...

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PivotData, LLC. Public site. | pimws.com Reviews

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Data Warehouse and Compliance Reporting Solutions for the Investment Community. Providing clients the information to make critical business decisions and to accurately communicate with key stakeholders. Welcome to PivotData, LLC. Data Warehouse and Regulatory Reporting. A comprehensive regulatory reporting and compliance management platform for Alternative Investments. Comprehensive reporting for all Entity types, Portfolios, and investment types. CRU's simple five step process. PivotData has developed a...

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6 etl process

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PivotData, LLC. Public site. | pimws.com Reviews

https://pimws.com

Data Warehouse and Compliance Reporting Solutions for the Investment Community. Providing clients the information to make critical business decisions and to accurately communicate with key stakeholders. Welcome to PivotData, LLC. Data Warehouse and Regulatory Reporting. A comprehensive regulatory reporting and compliance management platform for Alternative Investments. Comprehensive reporting for all Entity types, Portfolios, and investment types. CRU's simple five step process. PivotData has developed a...

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pimws.com

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PivotData - Overview

http://www.pimws.com/our_process.html

Benefits of Our Approach. PivotData has developed a proven Data Warehouse and Business Intelligence (DW/BI) Solution through a rigorous, hands-on Data Governance methodology for identifying the DW/BI needs of specific firms in the investment management industry. We understand the unique business priorities, analytical, and reporting requirements that enable a Data Warehouse projects success. Next Article: Investment Data Warehouse.

2

PivotData - LP and Allocator Cash Flow Forecasting

http://www.pimws.com/markets_lp.html

LP and Allocator Cash Flow Forecasting. PivotData’s Cash Flow Forecasting Application allows LP’s to automate waterfall calculation processes and scenario forecasting capabilities. Coupled with our data warehouse solution, our Cash Flow Forecasting Application will allow you to report cash flow forecasts for any Investment, Entity or ownership structure. Benefits of PivotData’s Cash Flow Forecasting Application. Includes cash flow forecasting report for any entity or group of entities. Reducing LP and GP...

3

PivotData - About Us

http://www.pimws.com/about_us.html

Pivotdata was founded in 2014 and is comprised of experienced technology and financial executives with years of experience developing investment data management solutions for a wide range of investment management firms from family offices to large institutional money managers. Nicholas J. Zagaroli. General Partner - Chief Architect. Partner - Head of Operations. Steve holds an MBA and a BS in Architecture both from the University of Tennessee. Partner - Senior Engineer.

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PivotData - ETL Capabilities

http://www.pimws.com/etl_capabilities.html

Benefits of Our Approach. Pivot Data has developed ETL processes for the leading partnership accounting, general ledger, and CRM applications used by the investment industry including, but not limited to:. PivotData’s ETL design process incorporates the following tasks that are required to move data from your source applications to your data warehouse:. Validate data consistency from source to destination. Integrate source data changes into monitoring processes. Maintain and monitor transformation scripts.

5

PivotData - Comprehensive Data Warehouse and BI Solutions

http://www.pimws.com/index.html

Comprehensive Data Warehouse and BI Solutions. For the Investment Community. Providing clients the information to make critical business decisions and to accurately communicate with key stakeholders. Pre developed ETL capabilities for leading CRM, Accounting and Portfolio Management Systems. Comprehensive data warehouse supporting any investment type, security or entity structure. ROR, Benchmarking, DCF and Cash flow forecasting for any investment type.

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PivotData, LLC. Public site.

Data Warehouse and Compliance Reporting Solutions for the Investment Community. Providing clients the information to make critical business decisions and to accurately communicate with key stakeholders. Welcome to PivotData, LLC. Data Warehouse and Regulatory Reporting. A comprehensive regulatory reporting and compliance management platform for Alternative Investments. Comprehensive reporting for all Entity types, Portfolios, and investment types. CRU's simple five step process. PivotData has developed a...

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