Private Markets Intelligence Infrastructure
32 workflows
Import GP track record data into your internal template. Handles messy formatting, mixed date formats, and inconsistent column names automatically.
Score a buyout manager's track record across realization quality, value creation mix, and portfolio concentration. IC-ready output in minutes.
Analyze entry vs current/exit metrics at the deal level. Flags outliers, top deal concentration, and EBITDA CAGR by company.
Extract and structure key fund terms, firm profile, AUM, strategy, and geographic focus from GP materials.
Generate a structured considerations and concerns section from GP data room materials. Flags key risks automatically.
Map the investment team, tenure, deal lead history, and succession risk from GP-provided materials.
Extract and flag material LPA terms — fees, carry, key person, LPAC rights, co-invest — against standard market benchmarks.
Compare fund performance against Cambridge Associates and PME benchmarks by vintage year and strategy.
Upload quarterly reports, capital account statements, and GP materials. AI populates your LP-led transaction template automatically across all partnerships.
Map a seller's portfolio by manager, vintage, strategy, and geography. Flags concentration risks and restrictive GPs automatically.
Input portfolio NAV, vintage, funded %, and deferral structure. Outputs implied pricing ranges across downside, conservative, weighted, and upside cases.
Score each GP in a target portfolio against a benchmark index. Outputs selection alpha, gross multiple, and exposure-weighted portfolio alpha.
Populate partnership-level diligence status — models completed, GP calls, CAS reviewed — and surface coverage gaps before IC.
Estimate current portfolio NAV from a reference date using public market betas by region and stage. Outputs confidence intervals and roll-forward estimates.
Screen GPs and portfolio companies against RepRisk and internal ESG scorecards. Flags incidents requiring deal team response.
Model gross and net DPI curves at various distribution timing scenarios. Outputs sensitivity table across delay and acceleration cases.
Model fund-level exposure pro forma for a new LP-led deal. Tracks vintage, geography, stage, and concentration against fund guidelines.
Public Market Benchmarks
Public market context for lower middle market industrials managers. Entry multiples, value creation drivers, and XLI performance by vintage window.
Measure any buyout manager against the S&P 500 using Public Market Equivalent methodology — the institutional standard for PE benchmarking.
Compare lower and middle market buyout managers against the Russell 2000 — a more appropriate benchmark than the S&P 500 for smaller managers.
Benchmark global and multi-geography PE managers against the MSCI World index with dividend reinvestment.
Pick any sector ETF as your benchmark — technology, healthcare, consumer, energy, and more. Build a custom public market baseline for any sector-focused manager.
Apply management fees, carried interest, fund expenses, and tax drag to any public index return. See the true net hurdle any PE manager must beat to justify its fee structure.
Private Market Benchmarks
Proprietary
Compare any manager against every fund you have previously evaluated through Verx. Your own due diligence history becomes your most accurate benchmark.
Track the same manager across multiple fund vintages using your own evaluation history. Identify performance drift and consistency of value creation.
Benchmark against all buyout track records processed through Verx — anonymized and aggregated. A proprietary dataset that grows with every manager evaluation on the platform.
Industry Data
Input a fund's IRR, MOIC, and DPI. Select vintage year, fund size, and strategy. See where the fund ranks against its true peer universe by quartile.
Vintage year quartile rankings for buyout funds with $1B–$5B AUM. Compare manager performance against institutional-grade peer data.
Vintage year quartile rankings for buyout funds with $250M–$1B AUM. The most relevant peer benchmark for lower middle market manager selection.
Benchmark growth equity managers against vintage year peers. Separate return profiles and value creation drivers from traditional buyout.
Vintage year quartile rankings for venture capital funds by stage — seed, early, and late. Power law distribution analysis included.
Benchmark direct lending, mezzanine, and distressed managers against peer vintage year returns. Adjusted for duration and credit risk.