CUSTOMERS
Principals Customers Care About
Designed by investors for investors, our platform adapts to your framework, elevating how you manage portfolio data and grounded in universal principles that drive lasting value.
Operational Excellence
Unified Investor Hub
Deeper Insight
LP Responsiveness
Streamline Data Collection & Improve Data Quality
- Ensure data uniformity across your portfolio by setting universal requirements at the administrative level while improving file and document retention through embedded storage that allows for auditability of any inputs
Enhance Teamwide Visibility via a Single Pane of Glass
- Build configurable dashboards on companies for deal teams to easily reference, capture investment theses and track company updates and milestones as well as value creation initiatives (as well as any desired diligence or compliance processes) in a single hub
- Promote collaboration across investment, operations, investor relations and finance teams
Unlock Portfolio-Wide Data Analytics to Better Understand Performance
- Benchmark portfolio financial, operational and investment metrics across companies to understand performance and trends at the portfolio level to inform underwriting and portfolio company management
Reduce Cycles Around LP Reporting and Inquiry Response
- Leverage our configurable dashboard to build templates for portfolio companies and prospective investment tear sheets as well as portfolio-wide summaries and easily run queries across your holistic data sets to provide aggregated data views for internal or external consumption
Built for Your Strategy
We work with forward-thinking investment firms across different investor types, delivering tailored solutions that meet the unique needs of each strategy.
Value for Every Stakeholder
Every role in your firm benefits from Vizmark's unified platform. From deal teams to investor relations, we deliver value across your entire organization.
Managing Partners
- Portfolio wide insight and trend analysis
- Enhance underwriting with richer data sets
- Showcase best-in-class data practices to LPs
Deal Teams
- Streamline collection and correspondence
- Eliminate redundant, manual data preparation
- Organize all data in one centralized repository
Finance
- Simplify quarterly financial reporting
- Ensure data accuracy and uniformity
- Streamline responses to ad hoc LP requests
Operations
- Easily identify outlier PortCo. performance
- Power proprietary benchmarking database
- Drive competitive edge for current and potential PortCo. leadership
Investor Relations
- Tell a differentiated story to LPs with rich data support
- Simplify preparation of marketing collateral (e.g. AGM or fundraising decks)
Legal / Compliance
- Complete visibility into portfoilio wide legal provide
- Ensure compliance with LPAs, auditor requests, etc. with universal data collection administration