Private Equity
Purpose-built for private equity firms managing control investments and driving operational impact.
Vizmark helps PE teams transform operational plans into measurable results. Upload structured financials directly from Excel, track performance pro forma for M&A, and quantify equity value creation across top-line growth, margin expansion, leverage, and multiple movements. Designed for firms turning operational expertise into lasting equity appreciation.
Built for How PE Firms Create and Capture Value
Upload structured Excel models and financial packages directly into Vizmark — no manual data wrangling or reformatting required.
Intelligent Data IngestionTrack financial and operational performance at a detailed level — from revenue and margin trends to working capital, cash flow, and leverage metrics.
Unified Data InfrastructureLink value creation initiatives directly to measurable results. For example: a Q2 2024 cloud cost optimization that drove a 3-point gross margin improvement over three quarters, translating into $8M of equity value at exit.
Portfolio Collaboration SuiteAnalyze companies on a pro forma basis for M&A — track financials and KPIs both pre- and post-integration to understand the true impact of add-ons.
Unified Data InfrastructureUnderstand comprehensive capital structures and incentive alignment — from equity rollovers and management options to preferred equity and participation terms.
Unified Data InfrastructureCategorize investments by performance status and visualize portfolio health using dynamic dashboards that highlight growth, margin, and leverage movements.
Analytics & ReportingBuild a proprietary operational benchmarking database — compare performance across portfolio companies to identify which efficiency levers consistently drive EBITDA expansion.
Dynamic Portfolio IntelligenceRecord diligence checklists, post-close follow-ups, and internal portfolio reviews in one place to maintain compliance and ensure institutional continuity.
Portfolio Collaboration SuiteDrive Equity Value Creation from Acquisition to Exit
Track measurable results, monitor operational progress, and build institutional knowledge that compounds with every deal.
Value Creation Tracking with Measurable Results
Traditional value creation plans stop at the PowerPoint deck. Vizmark brings them to life by linking each initiative to measurable financial outcomes. Track the tangible impact of cost optimization, pricing changes, and operational improvements on EBITDA and equity value. For example, a data-hosting optimization that improved gross margin by 3% can be linked directly to EBITDA uplift and equity value creation based on exit multiple. Over time, your firm builds a library of proven levers that drive measurable results.
Learn more about Portfolio Collaboration SuiteStructured Financial Data & Pro Forma Tracking
Upload Excel models and financial statements directly into Vizmark for structured, queryable analysis — no manual reformatting. Track companies both stand-alone and pro forma for M&A to assess integration impact. Visualize trends in revenue, margin, leverage, and cash flow with consistency across portfolio companies. This structured foundation enables cleaner analytics, faster reviews, and sharper insights into where value is being created or lost.
Learn more about Unified Data InfrastructureEquity Appreciation Attribution
Understand exactly where returns come from. Vizmark breaks down equity value creation into its core drivers: top-line growth, margin expansion, leverage, M&A, and multiple movement. Visualize the relative contribution of each lever to total equity appreciation at exit. These insights give partners clarity into which strategies generate the highest returns and help sharpen underwriting assumptions for future deals.
Learn more about Analytics & ReportingOperational Benchmarking Database
Your firm's greatest advantage is its experience. Vizmark helps you codify it. Build a proprietary benchmarking database from historical and current investments to identify the metrics and patterns that consistently drive outperformance. Compare operational KPIs like revenue growth, margin progression, and capital efficiency across industries and vintages. Arm your portfolio leaders with context that turns experience into institutional intelligence.
Learn more about Market & Portfolio InsightsReady to Transform Your PE Operations?
See how Vizmark can help you track value creation, manage debt, and build institutional knowledge that compounds over time.
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