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.

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.

Customizable Dashboards

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

Data Warehousing

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

Performance Metrics

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

More Features

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