Vyzer

As an accredited investor, you deserve full visibility into your portfolio. Vyzer ensures you have it, every step of the way. See all of your LP positions, brokerage accounts, and cash positions. All in one place.

📣 Aspen Funds investors—you can now sync your investor portal directly with Vyzer, joining 100 portals in our network. Effectively manage Aspen along with all of your other investments and cash accounts! Need another portal added? Let us know and we’ll handle the rest. New to Vyzer? Sign up today (link in comments) and streamline your investment tracking!

Infrastructure investments thrive during tough times: • Steady returns • Low market correlation • Built-in inflation hedges • Stable cash flows Today’s climate makes infrastructure investments particularly appealing—see the below graph from Brookfield Asset Management depicting the infrastructure funding gap. If you're investing in infrastructure, check out Vyzer—we make tracking complex investments simple.

Want to quickly assess the potential return of a real estate investment? Use the Equity Multiple: • Shows how many times over you’ll receive your initial investment • Great for comparing deals side-by-side Equity multiple = Total cash distributions / Total equity invested Keep in mind: equity multiple doesn’t account for the time value of money like IRR does. See the example below ↓

CAZ Investments investors—you can now sync your investor portal directly with Vyzer, joining 100 portals in our network. Effectively manage CAZ Investments along with all of your other investments and cash accounts. Need another portal added? Let us know and we’ll handle the rest. New to Vyzer? Sign up today (link in comments) and streamline your investment tracking!

Investing in Private Equity? You need to know about the types of fund structures you might encounter. Single Asset Deals (Syndications) • Focus on one property or asset • Clear understanding of what you’re buying • Typically easier to evaluate and underwrite Multi-Asset Funds • Invest in multiple properties or assets • May be predetermined or acquired over time • Offer built-in diversification Feeder Funds • Allow smaller investors to access larger deals • Can be “blind” (trusting the manager’s decisions) or specific • May incur additional fees, but can provide better terms Funds of Funds • Invest in multiple other funds • Offer extensive diversification • Can provide access to otherwise out-of-reach investments Understanding these fund structures is essential to make informed decisions. To take a deeper dive, check out Pitch Deck Insights ep. 7 where Litan Yahav 🎗️ and Mike Andorfer break down the different fund structures (link in comments).

Why did we build Vyzer? To help investors like us save time by automating as much of the wealth management process as possible. We do this without unruly spreadsheets or paying people with conflicts of interests. Vyzer gives full visibility and automation of your current and past wealth standings, along with future projections.

Over 40 percent of investors plan to invest more capital into infrastructure funds over the next 12 months than they did over the past year. This is the lowest figure since 2020. These figures signify a wider private market fundraising unease, rather than decreased appetite for the asset class.

"The difference between success and failure on Wall Street is how you handle your losses." This is a quote from The Art of Execution by Lee Freeman-Shor. Freeman-Shor analyzes the behaviors and strategies of successful investors, focusing on how they manage their portfolios, particularly their losing positions. For more reads like this, check out summer '24's top reads for passive investors: https://lnkd.in/et-FBnPY

Say hello to our new "Allocate By" feature! This allows you to gain a clear view of your investment performance and allocation based on: • Asset class • Category • Risk level • Liquidity position • And more... Make faster, more informed decisions. See it in action ↓