Business Role

Investment Analyst Software

Analyze Any Structured Credit Deal, Evaluate Any CLO or CMBS Manager, Monitor Any Position in Real Time

Valitana gives structured credit analysts the deal-level intelligence, scenario modeling, and portfolio monitoring tools to evaluate bonds faster, identify relative value earlier, and spend less time on data collection across their full investment workflow.

+650
Active users
100+
Institutional Clients
#1
for Best Analytics Service by Creditflux
2026
Best CLO Data and Technology Provider - Innovation

Every Tool a Structured Credit Analyst Needs,
in One Set of Platforms

Valitana Analytics is the only modern platform purpose-built for structured product analysis, and Valitana Vantage is the only modern platform for multi-asset class OMS/PMS, trusted by 90+ institutional firms who have outgrown spreadsheets and legacy systems for good. From pre-trade deal analysis to post-trade portfolio monitoring, Valitana covers the full analytical workflow that structured credit analysts rely on every day.

Pre-Trade Analysis

CLO and CMBS Deal Analysis

Access real-time CLO analytics, relative value metrics, valuations, and liquidation NAVs for any deal. Analyze collateral distributions across custom fields and make decisions using current, actionable data.

CLO and CMBS Manager Analysis

Manager selection determines outcomes. Compare aggregate metrics, exposures, transactions, and P&L across 130+ active managers in one continuously updated view.

CLO and CMBS Cashflow Projections

No two CLO positions are identical. Create unlimited custom scenarios with varying prepayment, loss, reinvestment, loan-level, and refi assumptions before committing capital.
See How Valitana Analytics Powers Deal Analysis

Trade Execution and Ideas

Trade Ideas

See the portfolio impact of every trade before you execute it. Evaluate ideas against live portfolio data and compliance constraints using Vantage’s hypothetical trade and compliance modules.

Excel Integration

Your team already works in Excel. With the Vantage Excel plugin, pull assets, holdings, trades, and other data directly into existing models without manual exports or workflow changes.
See How Valitana Vantage Supports Trade Execution

Post-Trade Monitoring

Performance Metrics

Top-level returns do not tell the full story. Attribute performance to specific portfolio segments, slice P&L across custom dimensions, and surface outliers before they become problems.

Investment Pipeline

Keep deal flow organized and teams aligned. Monitor your pipeline, create custom due diligence workflows, and build multi-level review and approval steps in one place.
See How Valitana Vantage Manages Portfolio Monitoring

“Valitana has greatly enhanced and stratified our systems by offering a wealth of CLO data that is easily digestible through both a modern web interface and programmatic APIs. The breadth of the options available for analysis, along with the very attentive service and communication from Valitana directly, has greatly benefited our investment process.”

Portfolio Manager
Hedge Fund

"Having used various OMS/PMS systems throughout my career, Vantage stands clearly above the rest in terms of practicality and ease of use. After switching to Vantage from [large OMS/PMS provider], the investment team has all of the tools to assess risk and exposures, while finance, operations and compliance have complete access to ensure back office controls and procedures are met. The Vantage team is always responsive to our needs. It’s extremely rare to have a support team that’s on Bloomberg, always knowledgeable and helpful."

Portfolio Manager
Hedge Fund

"Valitana helps streamline many of the daily functions a trading desk carries out by putting massive amounts of data into an easily digestible interface. The platform allows us to extract key minerals from the daily firehose of BWICs which helps us arm our clients with necessary information needed to properly make CLO investment decisions. The user face and flexibility of the API also enable us to provide bespoke solutions on a daily basis."

Managing Director
Structured Products, Broker/Dealer

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Get Started With Valitana’s Investment Analyst Software

Structured credit analysts using Valitana’s investment analyst software evaluate more deals, identify relative value faster, and reduce time spent on manual data work. See which solution is right for your team.