Unified Data Infrastructure
Store, structure, and audit all your investment data — in one place.
Build a Single Source of Truth
Portfolio data lives in too many places — spreadsheets, emails, PDFs, and ad hoc trackers. Vizmark's Unified Data Infrastructure turns that sprawl into a structured, auditable, and immediately accessible, organized dataset, while powering every analysis downstream.
Vizmark gives you the flexibility to define the data you want to track:
- General (e.g. description, location)
- Unique Tags (e.g. sector, sourcing motion, investment theme)
- Key Individuals (e.g. management team, board composition)
- Relevant Parties (e.g. deal team, co-investors, advisors)
- Investment Thesis
- Valuation Creation Initiatives
- Closing Compliance Checklist
- Ongoing Performance Updates
- Transactional History (e.g. follow-on investments, full and partial exits)
- Security
- Key Terms (e.g. Dividends, Liquidation Preference)
- Protective Rights (e.g. Veto, Drag-Along, Tag-Along)
- Valuation (Enterprise Value and methodology detail)
- Equity Ownership
- Returns (e.g. MOIC, IRR)
- Capitalization Table & Share Ownership Summary
- Any items from the financial statements (P&L, CFS, BS)
- GAAP & Non-GAAP Financials
- Actual vs. Budget vs. Forecast Performance
- General or Industry-Specific KPIs
- ESG metrics
- Calculated metrics derived from excel-like formulas
Portfolio and Anti-Portfolio Data
Capture structured data not just for your portfolio companies but any other previously evaluated investment opportunities as well.
Compound institutional knowledge to create a truly proprietary data asset. Power better underwriting decisions and inform executive decision making with unique insights.
- Track assets from initial evaluation through exit
- Reference past deals for comparable analysis
- Build pattern recognition that improves with every deal
Configurable for Your Unique Approach
Flexibly structure data architecture to reflect your firm's DNA. Track information in one connected system that mirrors the way you think and operate.
Your data model should reflect your preferences — not conform you to rigid, pre-defined schemas.
- Track data at any level — asset, transaction or security
- Link funds, assets or investments for a full view
- Use data tags to create subsets of metrics
- Center project collaboration around the items that matter most to you
Capture and View Data the Way You Want
Ingest data in your (or your portco's) preferred units, time intervals or currency. Easily conform data views across these items through simple, in-platform transformation.
Preserve flexibility while enabling uniformity
- Maintain consistent formats across assets
- Easily adjust to changes in underlying data format as needed
- Track time series data in whatever interval you prefer
- Query and compare metrics easily without the need for excessive spreadsheet outputs
Embedded Governance and Auditing
Control data collection requirements and dashboards outputs through a centralized console. Store ground truth files and key documents for retention purposes while tracking user entries for trust and verification.
- Complete context for your team
- Click any data point to trace to the exact source document or user update
- No more asking "where did this number come from?"
Ready to Build Best-in-Class Data Infrastructure?
See how Unified Data Infrastructure can transform your disparate data silos into actionable institutional knowledge.