Mezzanine funds are faced with a unique operational challenge: growing your firm typically means doing a higher number of similar-sized deals. Moving upstream is often not the answer.
This poses a reporting and data aggregation issue for operations teams as they struggle to keep up with aggregating hundreds of Excel and PDF reports into portfolio reviews.
At Malartu we have invested considerable resources into building top-tier data aggregation technology that allows you to scale portfolio operations to collecting data on hundreds of companies. Collect the most important metrics from portfolio companies without forcing a new reporting requirement (often perfect for minority investors or junior debt).
Challenges for Mezzanine Funds
Portfolio companies have existing reporting processes, changing this puts unnecessary strain on operations teams.
Increased reporting standards and new DDQ’s require access to more data than ever before.
Time spent managing portfolio company reports is time spent away from building value.
Current systems are not scalable or available at any time, in any place.
Aggregation and reporting solutions must be able to satisfy the needs of all limited partners and internal operations teams.
Limited partners and regulators demand the highest level of security possible.
Use existing reporting templates and documents to aggregate your portfolio data.
Native API connection to virtually any data source for automated aggregation
Create unlimited number of calculations including complex functions like IRR and MA.
Flexible data visualization and reporting to fit all reporting needs.
Malartu dashboards and reports can be viewed on your phone, tablet, laptop, or tv screen. Anywhere in the world.
Full encryption, access management, and user event logs.
Key Benefits to Using Malartu
You don't need to be a data scientist to find the answers you're looking for... just point and click.
Your LP's each want a different report? No problem. You want to whip up a new report for a partner meeting? Do it in seconds.
Malartu can aggregate more data than any other portfolio monitoring system, across your entire portfolio, no matter the size.