Vizmark is an AI‑native platform that centralizes and automates the ingestion of financial, operational, valuation, and transaction data from spreadsheets, PDFs, and other sources into a secure single source of truth. It offers a no‑code drag‑and‑drop dashboard and report builder, multi‑fund workspaces with granular permissions, and built‑in benchmarking, enabling private market investors to create custom views and auditable reports without manual data handling. The service includes enterprise‑grade security features such as AES‑256 encryption, TLS in transit, and SOC 2 Type II compliance.
Funding
Funding not disclosed
Founders
Product
Problem
Private market investors often manage disparate financial, operational, valuation, and transaction data across multiple portfolio companies, requiring manual data collection, fragmented reporting tools, and extensive effort to maintain data accuracy and auditability.
Solution
Vizmark offers an AI‑native portfolio visibility platform that centralizes and automates ingestion of proprietary data from spreadsheets, PDFs, and other sources into a secure, single source of truth. The system provides a drag‑and‑drop dashboard builder and report generator that lets investment professionals create custom views, benchmarks, and documents without coding. Integrated document linking creates an auditable trail from metrics back to source files, while role‑based workspaces support multiple funds within one environment. Enterprise‑grade security—including AES‑256 at rest, TLS in transit, and SOC 2 Type II compliance—ensures data remains private and isolated.
Target Audience
Vizmark is designed for emerging and mid‑sized private market investors—including venture capital, private equity, growth equity, private credit, real estate funds, and family offices—who need scalable portfolio operations, underwriting, and investor‑relations tools.
Features
- AI‑driven ingestion engine with human‑in‑the‑loop review for automated extraction of structured data from Excel uploads and unstructured PDFs
- No‑code drag‑and‑drop dashboard and report builder for custom visualizations, metric aggregation, and one‑click report generation
- Multi‑fund workspace with granular permissions, allowing separate views and roll‑up analysis across funds
- Built‑in benchmarking against industry peers and proprietary market datasets
- Document repository that links uploaded files directly to associated data points, providing an auditable source trail
- Enterprise‑grade security: AES‑256 encryption at rest, TLS 1.2+ in transit, SOC 2 Type II compliance, and AWS‑based redundancy