Business Line

Private Equity

Managing bespoke investments requires a flexible data warehouse that allows you to capture the specifics of each investment. See how our extensible data model makes this effortless.

Multi-Asset Class

Our extensible data model allows us to model any asset class, including private investments and esoteric products.

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Investment Pipeline

Track and monitor your investment pipeline for due diligence purposes. Create custom workflows for evaluating potential investments, including multi-level review and approval steps.

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Customizable Dashboards

Create custom dashboards to view and understand your risk allocations. Configure any number of dashboards using our ever-growing library of components.

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Data Warehousing

Extensive data warehousing for assets, trades, portfolios, and other entities. Create any number of user-defined extension fields.

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Performance Metrics

Attribute performance to different segments of your portfolios. Slice and dice P&L and identify performance outliers.

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Schedule a demo to see how Valitana can help your team. Or contact us by email at sales@valitana.com.