Unlock Proprietary Insights
Third party data intelligence never provides the full picture. We do - by automatically extracting data from key diligence PDFs to help you connect financial, operational and valuation metrics to meaningful insights using the proprietary data that your firm already has on hand, inside and outside of your portfolio.
Vizmark turns your firm's dealflow data into a rich, proprietary asset by giving you the tools to segment your portfolio, benchmark across peers you've seen in market, and uncover patterns that inform sharper investment decisions.
Dynamic Segmentation
Build comparables groups — watch them update automatically as new investments are added or data changes. Dynamic segmentation turns static data sets into a living analytical framework that evolves on auto-pilot with your investment activity.
Analyze your portfolio with complete flexibility.
- Segment your portfolio by any data attribute — financial, operational, or categorical
- Build an analysis once - leverage it forever
- Remove the burden of routine or ad hoc manual updates to comparable data sets
Benchmarking & Peer Comparisons
Evaluate performance with maximum context. Create benchmarks across your portfolio or external companies your team previously evaluated to identify outliers, validate valuations, and deepen your understanding of the KPIs that truly drive results. Whether you're preparing for a budget review or drafting IC materials, Vizmark turns benchmarking into a painless, data-driven process.
- Make the most of performance data from your portfolio
- Put precedent transaction data collection on auto-pilot
- Build a proprietary comps database of the deals most relevant to you (the ones your team sees in market)
- Stack rank performance across key KPIs and operational metrics
- Use percentile assessments and outlier detection to set goals
Trend & Cohort Analysis Over Time
Turn historical data into forecasting prowess. Track how cohorts perform over time to identify shifting patterns, refine operating cases, and build reliable perspectives on how company performance is evolving. With Vizmark, go beyond tracking data only at the transaction date to see the full picture.
- Visualize cohort performance over time
- Identify leading indicators correlated with strong outcomes or risks
- Compare business models or sectors across economic cycles
- Measure how metrics evolve through asset lifecycles and funding stages
Extract New Insights from Existing Data
See how dynamic portfolio intelligence can transform your data into insights that drive better investment decisions.