CORPORATE SOLUTIONS

Clarity Through Data. Confidence Through Education.

Private market investment solutions that were once only available to large institutions and accredited investors are now increasingly retail-accessible thanks to innovations in fund structures and strategies.

If your firm is looking to raise capital or develop a deeper understanding of investment opportunities in private credit, real estate, and equity, you need a reliable, independent source of data on alternative investments to save your firm time and resources. That’s where Blue Vault comes in.

Corporate members gain elite access to independently sourced data on private markets through our searchable portal of asset classes, individual products, and industry reports.

Rather than pre-sort and pre-package a simple suite of topline data, our research portal goes deep and puts you in the driver’s seat, making it easy for you to digest a diverse suite of metrics and track industry trends and make informed, data-driven decisions.

How We Help Corporate Members

Performance

Learn how investment solutions are actually performing. Our metrics go deep, providing important insight into individual offerings’ Distribution Coverage (FFO, AFFO, MFFO, net investment income), Operating Performance (expenses, leverage, return on assets), and Financing Outlook (interest coverage, redemptions, debt).

Transparency

Access unbiased and clear information free from sponsors’ official talking points. Simply put, a healthy investment industry cannot exist without complete transparency. Blue Vault is not affiliated with any product sponsor and is 100% independent.

Perspective

Leverage current and historical data on capital raise, distribution, asset levels, and yield—at a granular level—along with key information about each offering’s portfolio holdings. We also equip you with industry analysis and commentary to provide important context and insights into industry trends.

Investment Structures

Access independently sourced performance data on nontraded REITs, nontraded BDCs, interval funds, tender offer funds, and preferred shares. We research the offerings, aggregate essential information, and calculate the metrics you need.

Let the Data Drive Your Decisions

Leveraging our data can help your firm:

• Track industry trends
• Create internal reporting efficiencies
• Launch new products and raise capital
• Increase engagement with your platform
• Advise clients and keep your sales team informed
• Differentiate products and services in increasingly competitive markets

Understand the industry and its offerings with a Blue Vault membership. Our corporate members—asset managers, broker-dealers, service providers, and other firms—gain valuable insight into market dynamics and product performance.

Contact us today to see how we can help you.