Turn private company documents into structured financials, ready for analyst review. AI-powered portfolio monitoring, risk analytics, and credit surveillance for private markets professionals.
A $20 Trillion Industry Still Running on Spreadsheets
Alternative assets have grown 4x in a decade and are projected to hit $32T by 2030. The monitoring tools haven't kept up.
Purpose-Built for Investment Professionals
A comprehensive platform designed from the ground up for counterparty analysis, financial monitoring, and portfolio risk management.
Portfolio Monitoring
Live portfolio-wide risk dashboard with concentration analysis, sector exposure, and automated alerts for credit deterioration across your entire book.
Counterparty Management
Centralized counterparty profiles with SEC EDGAR integration, automated CIK lookup, and comprehensive entity management for complex organizational structures.
Financial Statement Analysis
Multi-period financial statement ingestion with automated spreading, variance analysis, and standardized templates for income statements, balance sheets, and cash flows.
Credit Metrics & ScoringBETA
Configurable credit scoring methodology with customizable risk categories, factor weighting, AI-powered scoring, and concordance mapping to external ratings.
Charts & Dashboards
Interactive visualization suite with trend analysis, peer comparison charts, and configurable dashboards for portfolio-level and entity-level performance monitoring.
AI-Powered Extraction
Intelligent document processing using advanced AI to extract financial data from SEC filings, PDFs, and credit agreements with human-in-the-loop validation.
Audit Trail & Compliance
Comprehensive audit logging of every action with user attribution, timestamps, and append-only records for regulatory compliance and internal governance.
The 80/20 Flip
Let Investors Be Investors Again
Investment teams routinely spend the majority of their time on data processing instead of judgment. Varanic is designed to shift that balance.
Today: 80% Processing / 20% Judgment
- Copying numbers from PDFs into Excel
- Building EBITDA bridges from scratch
- Manual covenant checks against spreadsheets
- Assembling quarterly decks in PowerPoint
- Reconciling data across disconnected tools
With Varanic: 20% Review / 80% Judgment
- Exception-based review of AI-extracted data
- Strategic financial analysis
- Proactive risk identification from real-time dashboards
- Deeper engagement with portfolio company management
The point is not headcount reduction. It is turning your team from data processors back into investors. Same people, dramatically higher output and better judgment applied to every decision.
Why Varanic
Traditional monitoring tools weren't built for private markets. We built something that was.
Built for Private Markets
Traditional financial terminals were designed for public equities and standardized data feeds. Varanic is purpose-built for unstructured PDFs, private credit packages, and SEC filings that define private markets monitoring.
AI-Native Architecture
Legacy platforms bolt AI onto aging codebases. Varanic was built AI-first. Every extracted value carries a source citation back to the document and flows through analyst review before it drives a downstream calculation.
Built by Investing Professionals
Founded by a private equity professional who lived the monitoring problem daily. Every workflow reflects how investment teams actually operate, not how engineers imagine they do.
Consolidate Your Workflow
One platform to manage what used to require separate terminals, spreadsheets, presentation tools, and shared drives. Streamline your monitoring stack into a single source of truth.
Enterprise-Grade Security
Built with the security and compliance standards that institutional investors demand.
Compliance & Certifications
Varanic completed a SOC 2 Type 1 examination with Sensiba LLP in May 2026, covering the design of our Security controls. A SOC 2 Type 2 examination is underway with Sensiba, expected July or August 2026.
Data Protection
AES-256 server-side encryption for document storage (S3). TLS 1.2+ at the Cloudflare edge. Customer data is never sold.
Platform Security
Multi-tenant isolation on every database row. MFA support with TOTP authentication, role-based access control, and append-only audit trails.
Dramatically Reduce Monitoring Time
See how PE and private credit teams use Varanic to streamline their monitoring workflow. 20-minute walkthrough with a PE professional, no commitment required.
No commitment. We'll schedule a personalized walkthrough.