Vyzer

🎙️ New Episode Alert: Vyzer Visionaries 🎙️ Experienced real estate investor 🇺🇸 Travis Watts shares his approach to building a resilient portfolio: invest in what you truly understand and diversify within familiar markets. By focusing on well-known asset classes, Travis has reduced risk while creating a dependable passive income stream. He discusses why stepping into unfamiliar investments can lead to setbacks—and how smart diversification within trusted sectors strengthens his portfolio. 👉 Watch now and gain insights from Travis’s experience. https://lnkd.in/dDgYdMyk

Monday, November 4th, Matt King, CEO of Gobundance, is hosting an exclusive Goal-Setting Workshop for Vyzer members—don’t miss the last few open seats! Matt will share his personal strategies for setting goals that align with your core values to create a purposeful roadmap for 2025. Get ready to Live Beyond Limits and make 2025 your most intentional year yet. 📩 Vyzer members: Check your inbox to register and secure your seat today!

In today's fundraising environment, Limited Partners have unprecedented leverage in negotiations. Key person clauses, investment period terms, and time commitments are all on the table – but are you tracking these details effectively? Here's what we're seeing (data courtesy of Private Equity International): • 57% of recent PE fund key person clauses focus solely on the team, excluding founders • LPs are pushing for stricter devotion-of-time requirements • Automatic investment period termination clauses are becoming more LP-friendly • Terms vary significantly between emerging managers and established firms As a sophisticated LP, you need more than just spreadsheets to stay on top of your fund terms and conditions. That's where Vyzer comes in: ✓ Track key person provisions across your entire portfolio ✓ Monitor time commitment requirements and triggers ✓ Compare terms across different funds ✓ Access historical data to strengthen your negotiating position ✓ Benchmark against industry standards Ready to take control of your positions? Visit the link in our bio to learn more!

LP Perspectives 2024: Infrastructure Investment Shifts Key findings from the latest Infrastructure Investor survey: • 40% of LPs increasing infrastructure allocation • Shift from core to value-add strategies gaining momentum • Record interest in secondaries, with 8-10% discounts available • Co-investment opportunities expanding rapidly • Team capabilities now prioritized over track record Managing these trends requires sophisticated portfolio tracking. That's where Vyzer comes in. Our platform helps you monitor investments, analyze opportunities, and optimize portfolio performance - all in one place. Ready to streamline your infrastructure investment strategy? Visit vyzer.co

We have some exciting news to share. Vyzer is now the preferred platform for Gobundance members, providing one holistic dashboard for real-time financial clarity and visibility across one's entire portfolio. Special thanks to Gobundance's CEO, Matt King, for spearheading this collaboration. Btw, Matt is leading an exclusive goal setting workshop for Vyzer members on July 4th. Keep an eye out for more information. Want to see what Vyzer is all about? Click the link in our bio.

Tired of the hassle of active real estate investing? Jim Pfeifer has the solution - truly passive investing. In our recent episode of Vyzer Visionaries, Jim explains that real passive investing is when you can "just give someone else money and they go do all the work." No more managing property managers or dealing with the day-to-day headaches. Tune in to hear Jim's hard-earned lessons on transitioning from active to passive real estate, and why delegating the work to experienced operators is the key to building wealth without the stress. 🔗 https://lnkd.in/evmzAxDT

Unlock the Power of Your Portfolio: Join Our Weekly Vyzer Walkthrough Every Wednesday, we pull back the curtain on Vyzer's game-changing platform. What to expect: • Exclusive Insights: Get a detailed walkthrough of the latest updates and features. • Expert Tips: Practical advice on how to make the most of Vyzer for your financial management. • Live Q&A: Our team is on hand to answer your questions and provide tailored support. Reserve your spot now to put your financial future in focus. ➡️ Sign up here: https://lnkd.in/eviuNzk8

Interest in investing communities is on the rise! 📈 Hear from Jim Pfeifer on our recent Vyzer Visionaries episode where he talks about his journey with Left Field Investors (PassivePockets) getting acquired by BiggerPockets. Jim also shares his insights on diversification, the importance of liquidity, and why finding the right community can be a game changer for investors. Tune in: https://lnkd.in/evmzAxDT

Vyzer now integrates with funds on Carta! Now investors can manage their Carta holdings alongside other private market investments, brokerage and cash accounts, crypto, and more. Want to try it out? Join Vyzer for free: https://vyzer.co/

Vyzer FAQ: If my brokerage account can't be accessed via Plaid, can statements be collected instead? 🤔 Yes, we can collect and process your brokerage statements! ✅ Our AI-powered Magic Box analyzes your uploaded documents extracting relevant data to create manual tickers in your portfolio Once your documents are uploaded, live price updates keep your holdings current. While not as automated as API connections, this method still gives you a comprehensive view of your investments in one place. Have other document types? Our Magic Box handles those too! Interested? Hit the link in our bio - we're here to help!