Inveniam - The Digital Middle Office for Private Assets

The Digital Middle Office for Private Assets

Less searching, 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.

$64,691,860,900 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.

Platform Features

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
AI-Powered Chat Querying of Document Library
Sophisticated and Robust Workflow Engine to Manage Documents and Data to Feed Applications
AI Data Field Retrieval
Robotic Process Automation (RPA) and Scheduling Tools

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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
Create pointers to where documents and data resides to ensure the single source of truth

Auditable Data Trail

Permanent file activity tracking
Verify document version

Manage Data at its Source

Federated data model allows data owners to ensure a single source of truth and eliminates the bilateral exchange of data
Establish provenance or “golden copy”
No need to create copies or surrender ownership of data

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

Structure data from from any file type and report format
Automated, user-defined data field extraction
Combination of machine learning, AI, NLP and human-in-the-loop
Structure data and send via JSON, Excel, or API

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

Manage data access for collaborators inside and outside your firm
Grant or deny granular access at the folder or file 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 Enterprise Data for AI Tools

Skip the data consolidation and connect any data source for AI queries
Perform queries across one or more data sources, regardless of ownership
Increase accuracy, reduce response time, and dramatically improve the relevance of analysis performed by LLMs and other AI tools

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