Vyzer July Product Update: Empowering LPs with Advanced Portfolio Tools

At Vyzer, we understand the unique challenges faced by passive investors, particularly those investing as Limited Partners (LPs) across diverse alternative investments. Our July update introduces three powerful new features designed to provide you with greater insight, flexibility, and efficiency in managing your portfolio.

1. Advanced Portfolio Allocation: Gain Deeper Insights

For LPs managing investments across multiple funds and asset classes, our new allocation feature offers unprecedented flexibility:

Allocate By: Versatile Portfolio Analysis: Our new “Allocate By” feature allows you to easily allocate and visualize your investments by holding entity, risk level, liquidity profile, sponsor, and more. This is particularly valuable for LPs invested in multiple private equity or venture capital funds, offering a comprehensive view of your diverse portfolio composition. With this feature, you can:

• Easily allocate and visualize investments by different criteria
• Gain a comprehensive view of your portfolio composition
• Analyze portfolio performance using different metrics

Vyzer Portfolio Allocation View

LP-Focused Insights: Leverage our filters and data Layers to focus on the specifics metrics that matter most to you. Whether you’re interested in commitments, distributions, IRR or any combination of these across your investment portfolio, you’re in control. Discover customized and flexible insights into your portfolio by easily selecting and analyzing specific qualities.

Applying Vyzer’s Data Layers

2. Custom Asset Classes: Tailor Your Portfolio View

Recognizing that standard asset class categorizations often fall short for alternative investments, we’ve introduced custom asset classes and sub asset classes. This allows you to organize your portfolio in a way that truly reflects your investment approach and the unique characteristics of your LP positions. Leverage this feature for:

• Hierarchical Classification: Create main classes and sub-classes that accurately represent the structure of your investments. This flexible system allows you to organize your portfolio in vyzer to align with your investment strategy. For example:
  • Create your own main class for any high-level investment category (e.g.,”Alternatives”, “Growth Equity”)
  • Add and name sub-classes to further categorize your investments within each main class (e.g., by capital stack position, location, or any other relevant factor)
• Flexible Attributes: Assign unique names, descriptions, colors, and icons to each main and sub class for easy visual recognition.
• Seamless Integration: Apply these custom classes across your portfolio using our new bulk edit functionality.

Creating Custom Asset Classes and Subclasses in Vyzer

Custom Asset Classes empower you to organize your portfolio in a way that aligns with your individual investment strategy and the unique characteristics of your LP positions. By going a layer deeper than standard industry categorizations, Custom Asset Classes provides you with a tailored view of your investments, enabling more insightful analysis and decision-making.

3. Bulk Edit: Streamline Your Portfolio Management

Managing a diverse portfolio of investments often requires making similar updates across multiple holdings. With Bulk Edit, you can quickly modify attributes such as Holding Entity, Custom Class, Risk Level, or Liquidity for multiple investments at once. This feature is particularly valuable for:

• Efficiently updating risk profiles as market conditions change
• Swiftly reclassifying assets as your portfolio evolves
• Rapidly adjusting liquidity expectations for groups of investments

By streamlining these processes, Bulk Edit empowers you to spend less time on administrative tasks and more time on strategic decision-making. It’s all about maximizing efficiency in your portfolio management, allowing you to stay agile and responsive in today’s today’s dynamic market.

Vyzer Real Estate Portfolio Dashboard with Bulk Edit Option

For a detailed walkthrough of these features, including advanced use cases for LP investors, we invite you to join our weekly walkthrough every Wednesday. Sign Up Here.

As always, we value your insights and experiences. If you have any feedback or suggestions for how we can further tailor Vyzer to meet the needs of passive investors and LPs, please don’t hesitate to reach out to our dedicated support team.

We’re excited for you to explore these new capabilities and look forward to continuing to evolve Vyzer to meet your sophisticated investment management needs.