Valitana
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Location
Headquarters: Stamford, Connecticut, United States, North America
Region: Connecticut
Country: US
Continent: North America
About
Valitana provides analytics and workflow solutions for investment professionals, focusing on CLO/CMBS analytics, cashflow projections, valuation, and multi-asset portfolio management. Their platform integrates data from multiple providers to support informed security selection, asset allocation, and risk management across US and European markets. The company targets institutional investment teams, traders, analysts, and portfolio managers, offering both web interfaces and programmatic access to streamline investment workflows.
Valitana provides analytics and workflow solutions for institutional investment professionals, specializing in collateralized loan obligations (CLOs) and commercial mortgage-backed securities (CMBS). The company offers the Vantage Platform for portfolio management, cashflow projections, and valuation, serving asset managers, insurance companies, and broker-dealers. Its tools integrate data to supp
Valitana LLC
2017
for_profit
active
Industries
Primary Industry: Software
Categories
Funding & Financials
Private Equity Round - Valitana
unknown
private
Investors
Leadership
Technology Stack
Products
Valitana Analytics: A cloud-hosted platform for evaluating US and Euro CLOs using third-party data and advanced analytics, accessible via web, Excel plugin, and API.
Valitana Vantage: A multi-asset class trade and portfolio management platform with custom workflows, compliance engine, and third-party data integrations.
CLO Manager: A solution to track and monitor CLO investment pipelines with customizable workflows and multi-level review and approval steps.
Broker Dealer Solutions: Tools to match buyers and sellers of CLO bonds, track bids, and manage BWICs efficiently.
Customizable Dashboards: Configurable dashboards to view and analyze portfolio risk, exposures, and performance metrics across asset classes.
Compliance Monitoring and Hypothetical Trades: Tools to define investment restrictions, monitor compliance in real-time, and evaluate hypothetical trades against portfolio limits.
Funding rounds
Private Equity · (2025-10-23) · Lead: FTV Capital