Analyze your portfolio Effortlessly.
Don't waste hours and risk inconsistencies by piecing together disparate spreadsheets and PDFs while building ad hoc analytics every quarter.
Vizmark connects your portfolio data to drag-and-drop dashboards where you can configure templates for LP reports, portfolio reviews or company tearsheets that update automatically, allowing seamless collaboration and ease of audit.
Unlimited Configurable Dashboards
Build and personalize dashboards that give every user or department the exact view they need. Combine tables, charts, and KPIs into interactive workspaces that can be shared with your team or kept for individual analysis.
- Drag-and-drop interface with pre-built component library
- Showcase any stored metric in whatever format you prefer
- Visualize trends with charts that update in real time
- Construct summary financial tables with complete control over time intervals
- Connect directly to your unified data infrastructure for real-time insights
- Share dashboards with teammates or tailor views for each stakeholder
Portfolio Analytics
Analyze your portfolio from every angle with analytics that scale from individual assets to entire funds or portfolios. Get immediate answers whether you're conducting a deep-dive into a single asset or comparing performance across the firm.
- Portfolio-wide dashboards for top-down visibility across all holdings
- Fund analytics to review performance by strategy, stage, or sector
- Custom dashboards built directly within each asset
- Use the same, simple UI across all level of data
- Build an analysis once, update it automatically and review at any time
- Maintain consistent metrics and calculations everywhere
Tear Sheets & Report Generation
Easily transform data into professional, investor-ready materials with an intuitive report builder. Use a familiar document-style editor interface to compose tear sheets, board reports, and LP updates that always stay up-to-date.
- Push-button asset tear sheets and fund exhibits
- Create firm-wide templates that can be automatically be applied to all asset datasets to create uniform outputs
- Include commentary directly alongside data without leaving the platform
- Create unlimited report templates to cover unique LP requirements or asset types
- Export to PDF for meetings, LP updates, or board packets
Ready to Put Reporting on Auto-Pilot?
See how our Studio can help you build best-in-class reporting that impresses Limited Partners.