Inveniam - The Digital Middle Office for Private Assets

The Digital Middle Office for Private Assets

Less searching, and more finding

Transforming the way your assets data is credentialed, extracted, structured and delivered. Unlock digital data on demand for owners, managers, administrators and service providers.

Enable your organization with real time access to trusted asset performance data and save both time and money. Avoid inaccurate or discounted valuations due to unstructured and inaccessible data.

$55,169,868,945 of Assets on Platform

Powering the Evolution of Private Markets

Allen Weiss

Fmr. Partner

Apollo Capital Management

Inveniam is helping people monetize their assets with tokenization, and Inveniam's software allows businesses to mark to market the real estate assets they already own.

John Bullard

Member

UK Centre for Policy Studies

Here is a 21st century solution to a 21st century problem: how do we manage commercial real estate?

Oi Yee Choo

CEO

ADDX

People don’t realize they need liquidity until they need it; If you don’t prepare, then you can get caught without timely secondary liquidity.

Georges Archibald

Chief Innovation Officer

Apex Group

We are providing greater efficiencies for our clients today, while also putting trusted data at the foundation of a future-facing path to greater price discovery, tokenisation, secondary trading, and liquidity.

Ami Ben-David

Founder & CEO

Ownera

A token is useless if you don’t have data next to it, ergo Inveniam where you can create all the data up to the minute tethered to the blockchain and so on completely tethered to the token

Daniel Coheur

Co-founder & CCO

Tokeny

Inveniam is building the common data layer for tokenization to enable many ties across the ecosystem to stay connected to token data

Elaine Chim

Managing Director

Apex Group

Managing and valuing data rich low frequency trading assets can be challenging. Inveniam brings efficiency to portfolio asset performance and valuations while providing greater transparency, trust and options for liquidity.

Use Cases

Trusted data delivered

Automate data credentialing and processing to deliver high functioning, interoperable data ready to use by internal or 3rd party applications

Inveniam.io: Operating System for Data

Improve management of portfolio, company and fund data enabling increased functionality, transparency, efficiency and trust.

Blockchain Anchoring
Federated Data Model
Sophisticated and Robust Workflow Engine to Manage Documents and Data to Feed Applications
Extraction Tools (AI Assist)
Robotic Process Automation (“RPA”) and Scheduling Tools

Valuation as a Service

Prepare portfolio asset and company data for internal or independent external valuations

Valuation transparency
Model input auditability and observability
Data process efficiency
Portfolio asset/company tokenization preparation

Waterfall as a Service

Reduce investor calculation errors and offer LPs click-through transparency

Capital calls
Distributions
Carried interests
Expense allocations
Limited partnership agreements
Subscription agreements
Side letters
Amendments

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Become a More Effective Data Owner

Control your data, make your data higher functioning, and commute trust so that others can rely upon your data

Deliver Transparency and Trust

Credential or notarize documents and data using immutable blockchain records
Pointers to where documents and data resides

Auditable Data Trail

Permanent file activity tracking
Verify document version

Manage Data at its Source

Federated data model
Never make copies of documents again
Establish provenance or “golden copy”
Orient users around data; not data around users

Automate Workflows and Permissions

Workflow templates and configurable workflows to perform required data management processes such as:

Portfolio performance
Risk management
Compliance
Valuation
Investor reporting
ESG reporting

Extract and Structure Required Data

Any file types and report formats
Efficient data extraction
Combination of machine learning, AI, NLP and human assist
Structure data and send in multiple formats via JSON, Excel, APIs

Data Quality

Improve data retention
Create immutable document and extracted data records
Reconcile and sync documents and data
Ensures real-time accuracy between extracted data and source documents

Sophisticated Permission Control

Enable professionals inside and outside firm
Grant permissioned access at granular level

Data Organization

Virtual data rooms link bespoke document and data sources and file systems
Reduce performance data latency and due diligence time
Improve portfolio company and asset performance and surveillance

Prepare Assets and Funds for Tokenization

Digitize documents and data using blockchain
Permission controls enable assets owners and investors to grant access to token holders

Capital and Balance Sheet Optimization

Increased transparency and observability can improve investor balance sheet classification
Rescheduling assets under NAIC classifications can reduce reserves
Reclassifying assets from Illiquid Level 3 to Level 2 Marketable Alternatives:
- Improves capital adequacy ratios
- Reduces required reserve of regulated investors
- Increases investing flexibility