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Vyzer Product Update: Smarter Onboarding, Advanced Reporting, and High-Value Deals

Lior Karol
Lior Karol
Published December 12th, 2024
Vyzer Product Update: Smarter Onboarding, Advanced Reporting, and High-Value Deals

Vyzer’s latest updates are designed to save you time, help you make smarter decisions, and connect you with top-performing GPs, sponsors, and operators. With AI-powered onboarding and curated investment opportunities backed by real performance data, managing your portfolio and optimizing your financial strategies has never been easier—or more effective.

1. New Deal Flow Section: Access Exclusive Investment Opportunities

Vyzer now features a dedicated section showcasing carefully curated investment opportunities from top-performing GPs, sponsors, and operators.

Key Highlights:

  • Real Data, Real Value: Access investment opportunities backed by transparent, verified performance metrics. 
  • Featured Deals: Join live webinars with direct access to the deal team, explore detailed decks, and make informed decisions confidently.

Why It Matters:

For investors seeking to diversify their portfolios, finding high-performing opportunities often means sifting through incomplete or unverified data. Vyzer’s Deal Flow, centralizes exclusive opportunities, giving you access to the insights, live events, and materials needed to invest with confidence.

Vyzer Top Performer Deal Flow: Curated investment opportunities with verified returns and metrics.
Stay ahead of the market with direct access to handpicked investments that align with your growth strategies.

📌 Explore Vyzer’s Deal Flow →

2. Magic Box AI: Instant Financial Onboarding

Onboarding just became smarter. Vyzer’s integration of OpenAI-powered APIs processes and analyzes your financial files, instantly building your portfolio. It handles various file formats and structures seamlessly, delivering results with speed and accuracy.

How It Works:

  • Upload your financial documents.
  • Vyzer’s AI extracts and processes data in minutes.
  • Your portfolio is ready to go, giving you a fast and seamless start.

What’s the Impact?

Manual onboarding can cost valuable time. Vyzer’s AI-driven system gets you started faster, enabling you to focus on decisions instead of data entry.

Vyzer Magic Box AI: Seamless financial file upload and automated portfolio creation.
Transform hours of manual work into minutes with seamless, AI-powered.

📌 Get Started with AI Onboarding→

 3. Advanced Capital Call Commitments Reporting

Vyzer introduces robust tools to streamline capital call tracking and reporting, empowering better planning and decision-making.

Key Features:

  • Commitments Report: Export PDF reports with a visual breakdown of called and uncalled capital.
  • Commitments Filter: Easily sort and review assets based on capital call progress.

Why It Matters:

Private market investors often juggle multiple commitments across funds, making tracking challenging. Vyzer’s new tools offer clarity and precision so you can confidently manage capital allocation.

Vyzer capital commitments report: Visual breakdown of funded and committed capital for portfolio assets.
Visualize your capital commitments in seconds and plan your next move strategically.

📌 Streamline Capital Commitments Tracking →

4. New Category: Non-Amortized Loan – Manage Complex Loan Structures

Vyzer now supports a flexible non-amortized loan category, tailored to accommodate the most complex terms.

Key Features:

  • Escrow Payments: Monitor escrow payments alongside loan details for accurate tracking.
  • Custom Loan Terms: Define unique loan structures and sync directly with your bank data.

Why It Matters:

Complex loan management requires tools that adapt to your unique terms. Vyzer offers unmatched flexibility, helping you track and manage loans seamlessly while keeping your financial records organized and up to date.

Vyzer loan management dashboard: Track loan balance, payments, interest rates, and remaining loan duration with detailed insights
Simplify loan tracking—no matter how complex—so you can manage debt structures effortlessly.

📌 Manage Complex Loan Structures →

5. DPI (Distributed to Paid-In Capital): A New Metric for Fund Insights

Vyzer introduces the DPI metric, measuring fund performance by comparing distributions to contributions.

Why It Matters:

Understanding fund returns is key to optimizing reinvestment strategies. DPI offers a clear view of your fund performance, providing greater confidence in evaluating contributions and distributions.

Add transparency to fund performance and measure returns with confidence.

📌 Measure Your Fund Returns→

What’s Next? 

At Vyzer, we’re always working to make managing your portfolio easier and more effective. Here’s a sneak peek at what’s coming soon:

  • Trend Graphs: Visualize performance metrics over time to spot growth trends and patterns.
  • Public vs. Private Market Comparisons: Benchmark your portfolio across public and private markets to make data-driven allocation decisions.
  • Document Repository: A dedicated financial repository to store and organize your financial documents—like a dedicated financial Dropbox—directly within your Vyzer account for quick and easy access.

Ready to Maximize Your Vyzer Experience?

Explore the latest updates today to simplify onboarding, streamline reporting, and discover new opportunities for your portfolio.

📌 Discover Vyzer’s Latest Features→

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