Investors lack the necessary negotiating power when negotiating deals with banks and counterparts because they lack access to real-time information about already-made commitments.
Firm-wide dashboard presenting all activities at a glance, conveniently visualized and grouped for immediate insight.
Enables faster, data-driven decisions by giving leadership a real-time overview of portfolio, trading, and treasury performance across the firm.

The user can perform a counterpart or issuer search to gain insight into current distribution by activity, view a breakdown by type, and understand how commitments have changed over time.

Better understanding of investor goals and conversations with counterparts provided us with the knowledge we needed to visualize necessary information at the right time using charts that made sense and yielded actionable information.

By replacing spreadsheet with a dashboard application, everyone now has access to real-time data that was previously only available to few through email communications
Self-serve capability for investors made it possible for them to optimize conditions of numerous deals because information was now readily available

Each of our services is designed to solve a different part of the private markets challenge. Explore how our other solutions can complement your needs.
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