On-Demand Diligence & Finance Compliance

GenEQTY provides On Demand Financial Intelligence for SMB Due Diligence, Monitoring and Risk Management

Immediate Diligence and portfolio compliance.

Instantly access transaction data to evaluate your businesses' financial health. Compare against real-time industry benchmarks without digging through messy models.

Effortless Insight—No Integration Needed

Quick Setup: Your portfolio businesses can easily sync all their different banking providers within minutes.

No Technical Hassles: There’s no need for complex integrations or IT support.

Immediate Access: Start accessing valuable financial data right away.

On-Demand Financial Health enchmarking

Immediate Insights: Receive real-time financial health and cash management diligence reports.

Industry Benchmarks: Compare performance against industry-specific models to see where your businesses stand.

Informed Decisions: Use accurate data to make smarter financial choices quickly.

Interactive Modeling: Simulate financial forecasts against your investment strategies or loan offers.

Risk Assessment: Understand potential outcomes and risks before making decisions.

Optimize Returns: Tailor your strategies for maximum profitability based on simulated results.

24/7 Compliance and Monitoring

Continuous Oversight: Detect problems or opportunities with around-the-clock monitoring of your investments.

Regulatory Compliance: Stay ahead of compliance requirements effortlessly.

Proactive Alerts: Receive timely notifications to address issues before they escalate.

On-Demand Diligence

Double Opportunities, Half the Effort

Redefine the way you analyze your portfolio. Our platform consolidates insights from multiple banking channels for a comprehensive view.

Early Problem Detection Alerts

Stay ahead with 24/7 monitoring that identifies financial risks before they escalate, giving you peace of mind.

On-Demand Financial Health Scores

Get a complete view of your clients’ financial standing with industry-tailored scores, all in one easy-to-understand dashboard.

Loan Impact Analysis

Simulate the impact of new deals on a business instantly, helping you make smarter capital decisions backed by real-time data.

Transform Your Portfolio Management with Our Complete Diagnostic Report

Prepare to centralize all your portfolio financial data effortlessly with our Complete Portfolio Diagnostic Report. Our dedicated team ensures that every critical detail about your companies is easily accessible from day one. This platform supported approach provides you with immediate insights, eliminating the need to sift through endless reports or navigate complex systems.

Reimagine The Diligence Process

GenEQTY empowers financial institutions to navigate compliance laws effortlessly. Our investment monitoring ensures you stay ahead of potential issues, safeguarding your operations.

Smart

Eliminate the need for messy data compilation and complex reports.

Secure

Navigate financial oversight and compliance laws effortlessly with our secure, regulation-friendly platform.

Qualify for a Free Trial

Ready to see GenEQTY in action? We’re offering financial firms the opportunity to qualify for a free trial. Our team will sync one of your investments with our platform, so you can experience firsthand how GenEQTY can transform your operations.

What type of organization are you?

Finally, what is your primary goal with the platform?

This will help us prepare the most relevant model to demonstrate during the initial consultation.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.