Use Cases
These are the analytical jobs institutional teams actually hire Vitati360 for — across buy-side, research, credit, treasury, strategy and investor relations functions.
Buy-side · Portfolio Management
Know what is changing across your portfolio. Track profitability, leverage, capital and liquidity across portfolio companies and their peers inside one consistent framework, rather than in a spreadsheet per name.
Research · Earnings
Go into results day with the peer data already prepared. Standardized peer financials remove the recurring scramble of pulling filings, reconciling definitions and rebuilding the comparable set before every print.
Research · Peer Analysis
Compare companies on a genuinely consistent basis. Normalized financials and sector-native definitions let you build peer views without manually realigning how each company chose to present its accounts.
Strategy · Valuation
Find the metric behind a persistent valuation gap. Benchmark returns, margins, leverage and capital efficiency against the relevant peers and across time, until the driver of the discount is visible.
Capital Markets · IPO
Build the peer comparison on your own terms before the roadshow. Develop comparable-company analysis from your chosen universe, on consistent definitions and transparent methodology — rather than inheriting the set the arranging bank prepared.
Corporate · Investor Relations
Know the peer data before the meeting starts. Maintain the relevant peer framework year-round, so management engages with investor analysis instead of rebuilding it under time pressure the morning of the call.
Banking · Treasury & ALM
Keep bank liquidity and funding comparisons current. Compare LCR, NSFR, capital, funding structure and profitability across the counterparty universe on one analytical framework, across jurisdictions that supervise differently.
Risk · Credit
Maintain comparable credit views across every name you carry. Track leverage, coverage, profitability and liquidity on normalized financials, so a credit view assembled last quarter is still comparable to the one you build today.
Corporate · Strategy
Build sector views without assembling the dataset from scratch. Compare companies across sectors and jurisdictions on standardized definitions, with the peer set already structured before the analysis starts.
Custom · Research Desk
Go deeper when the standard platform is not enough. Credit notes, equity notes, projected financial models, risk scorecards, capital structure analysis, MDA sheets and cross-region analytical assignments — delivered against the same sourced dataset.
Custom · Data
Build and maintain a specialised industry dataset. Structure sector-specific financial and operating information into a consistent framework that supports recurring analysis rather than a one-off study.
Custom · Regulatory
Structure regulatory information across regions and regulated industries. Tailored regulatory overviews and comparable frameworks for the places where no standard dataset covers the ground you need.
Need a workflow that is not listed here? The research desk takes custom mandates, scoped to the specific analytical question you are trying to answer.
Talk to the deskWant to see these as real engagements rather than categories? The case studies walk through mandates we have delivered.
Read the case studies