130 Professional Terminals · 340 Roles

What you open first.
Every morning at 6am.

NOVA synthesizes your market overnight. ARIA answers every question your data raises. 130 terminals built for one profession each — so you walk into every meeting already knowing what moved, why it matters, and what to watch. The call is always yours.

Human judgment. Every time. That is the product.

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PE TERMINAL

SAMPLE

HY OAS 318 ▲+8 VIX 18.4 ▲+1.2 SOFR 4.31% LBO ALL-IN ~9.8%

WINDOW: MARGINAL

HY OAS 318bps — approaching 325 threshold

HY OAS

318bps

▲ +8bps W/W

Normal 250–325 · Marginal

All-In LBO Cost

9.8%

SOFR 4.31 + ~550bps

Coverage: 1.7x · below 2.0x

Lev Loan Index

97.2

▼ -0.4 M/M

3rd consecutive week ↓

2s/10s Curve

+9bps

↑ Re-steepening

Post-inversion signal

ARIA · AI ANALYSIS

Senior Analyst · PE Terminal

HY OAS at 318bps, 38bps above 24M average. On a 6x levered company, all-in at 9.8% puts coverage at 1.7x — one bad quarter brings covenants into range. Accelerate open LOIs. 2s/10s re-steepening to +9bps after 14 months of inversion — precedes credit cycle stress 2–4 quarters out. Exit timing asymmetry favors strategic M&A over IPO.

HIGH

Sponsor portco cuts guidance 12% — DSO rising, 6.8x levered

3h ago

WATCH

Major sponsor prices LBO 25bps wider than initial talk

1h ago

SIGNAL

CLO new issuance $8.4B in March — 4th strong month

5h ago

Intelligence Output · Live System

Not chat. Not search.
Structured intelligence.

Every ARIA analysis is structured into four components — each designed to sharpen judgment, not replace it.

Key Signal

AI ANALYSIS

PE Terminal · Today

HY OAS at 318bps — deal window is marginal, not closed.

The spread is 38bps above its 24-month average. Every deal in LOI should be pressure-tested for financing flexibility. This is the one number that matters most for your next 30 days.

What Matters

AI ANALYSIS

Coverage ratio at 1.7x on a 6x leveraged deal — below the 2.0x institutional threshold. One quarter of missed EBITDA brings covenants into range.

2s/10s curve re-steepening to +9bps after 14 months of inversion. Post-inversion steepening has preceded credit stress 2–4 quarters out in prior cycles.

LP secondary bids at 84¢ on NAV — below the 90¢ threshold. DPI below 0.5x in 2019–2020 vintage funds is building LP pressure across the market.

VIX at 18.4 — IPO window requires sub-18. Strategic M&A has better execution certainty in this environment.

Blind Spots

AI ANALYSIS

Decision Frame

AI ANALYSIS

Deal Window

Marginal · Accelerate LOIs

New Processes

Pause

Exit Timing

Strategic M&A > IPO

Portfolio Covenant Watch

Active — 6x+ positions

Refinancing Window

Open · CLOs active

LP Communication

DPI narrative needed

Decision Horizon

30 days · H2 target

The Difference

Every AI company is removing
humans from the loop.

We go the opposite direction.

Generic AI Tools

Removes the professionalGives you an answer. You're expected to accept it.

Black box reasoningConfident outputs, no source attribution, no confidence levels.

Stores everythingYour queries train the model. Your strategy becomes the product.

Generalist by designNo vertical depth. The same model answers everything from recipes to risk.

No transparency layerYou don't know if it's live data, old data, or fabricated data.

Removes contextStrips away the nuance that makes professional judgment valuable.

ValixData

✓

Structures the informationSurfaces signals, blind spots, and data frames. The decision is entirely yours.

✓

Transparent reasoningEvery output labeled: LIVE DATA · NEWS · AI ANALYSIS · PLATFORM TEXT.

✓

Zero query retentionStateless architecture. Your inputs never leave the session. Never stored.

✓

Vertical intelligenceARIA thinks like a Managing Director, CIO, or General Counsel — in your specific discipline.

✓

Full transparency layerSource credited. Timestamps shown. Synthesis never claims to be live data.

✓

Preserves judgmentDesigned for professionals who know that context is where the edge lives.

System Architecture

Four steps. Human at every one.

Open Terminal

Select your professional discipline

Choose from 130 terminals across PE, Hedge Fund, M&A, Family Office, Treasury, Real Estate, Legal, and more. Each one is a complete intelligence operation — not a filtered news feed.

Live Data Loads

Real-time market data structures your context

Live KPIs from FRED, Alpha Vantage, EIA, and primary sources populate your terminal automatically. Every data point labeled with its source and timestamp. No inference presented as fact.

ARIA — Your Command Line

Ask anything. Get structured intelligence, not chat.

ARIA is the primary interface — the way you interact with everything on your terminal. Ask it to synthesize signals, stress-test a thesis, analyze a document, or explain what any data point means for your specific situation. Press \ from anywhere. Every answer sourced and labeled.

You Decide

The human remains in the loop. Always.

ValixData delivers structured intelligence — never a recommendation you're expected to follow. The professional brings the context, relationships, and judgment that no system can replicate. That is the product.

Capabilities

Not a chatbot.
A professional data intelligence system.

Six analytical modes — each calibrated to the specific analysis your profession requires.

◈

Scenario Engine

Model market stress conditions in real time. ARIA runs the math on OAS at 375, 400, 450bps. What does it do to exit multiples, coverage ratios, and covenant proximity? Quantified before the market moves.

PECreditRisk

⚠

Pre-Mortem

ARIA argues against your thesis — strongest objection first. Forces the flaw into the open before the market finds it. The most useful analysis is the one that tells you why you're wrong.

M&AStrategyRisk

✍

Intelligence Memo

Draft a professional IC memo, investment thesis, or board brief in 90 seconds. ARIA formats for partner review — one edit pass away from the version you send. Structured output, not raw text.

PEFamily OfficeExec

📄

Document Intelligence

Upload any document. ARIA extracts what's different from prior versions, what matters, and what requires your attention. Earnings transcripts, 10-Ks, CIMs, term sheets — structured intelligence in minutes.

All Disciplines

◎

Canvas Intelligence

The most powerful analytical surface in the platform. Select multiple terminals, paste your own data, and interrogate across all of it simultaneously. Cross-terminal synthesis for complex, multi-factor situations.

Multi-DeskExec

⚡

Portfolio Sweep

Ask ARIA to review all open positions for covenant proximity, refinancing risk, or LP reporting needs simultaneously. The kind of sweep your team does in a week — in 90 seconds, before the Monday call.

PECreditFO

Live Terminal Examples

Institutional-grade
professional intelligence.

Every terminal is a complete intelligence operation. Live KPI data, AI analysis with confidence signals, ARIA specialist, and real-time news — built for one specific profession.

Browse All 130 Terminals →

130

Professional terminals
across American business

PRIVATE EQUITY

SAMPLE

HY OAS318bps▲+8

LBO9.8%

VIX18.4▲

LEV LOAN97.2▼

WINDOW: MARGINAL

HY OAS 318bps · Approaching 325 threshold

HY OAS

318bps

▲+8 · 24mo avg 280

ICE BofA · FRED

All-In LBO

9.8%

Coverage 1.7x · floor 1.5x

SOFR + spread

Lev Loan

97.2

▼-0.4 · 12mo avg 98.1

LSTA · Polygon

LP Secondary

84¢

vs NAV · dist 88¢ prior qtr

Preqin benchmark

ARIA · PE

LBO coverage at 1.7x on 6x leverage. One bad quarter puts covenants in range. Exit timing favors strategic M&A over IPO — VIX needs sub-18 for public markets.

NOVA ONE THINGAccelerate open LOIs. Pause new sourcing. Strategic M&A window: open. IPO window: closed.

CRITICAL

Portco cuts guidance 12% — DSO rising, 6.8x levered, covenant proximity

ELEVATED

Major sponsor prices LBO 25bps wider than initial talk — signal of spread drift

CONTEXT

CLO issuance $8.4B March — 4th strong month, AAA at L+148

COMMUNITY BANKING

SAMPLE

PRIME RATE8.50%▼-25bps

10Y UST4.42%▼-3bps

SOFR4.31%

CRE STRESSELEVATED▲

MARGIN: COMPRESSED

NIM under pressure · deposit repricing active

Net Interest Margin

3.12%

▼-18bps YTD · peer avg 3.28%

FDIC · FRED

CRE Concentration

312%

vs 300% FDIC threshold

FDIC Call Report

Deposit Beta

0.41

vs 0.38 prior cycle

FRED · FDIC

Loan-to-Deposit

74%

Well within 80% guideline

Internal · FDIC

ARIA · COMMUNITY BANKING

NIM at 3.12%, 16bps below peer avg. CRE at 312% — 12pts above FDIC threshold triggers enhanced monitoring. Deposit beta of 0.41 indicates pricing discipline relative to prior cycle but repricing pressure continues.

NOVA ONE THINGCRE concentration review warranted before next exam cycle. NIM trajectory requires deposit pricing strategy — rate cut timing is the variable.

ELEVATED

CRE concentration above FDIC threshold — exam cycle exposure risk

WATCH

Office vacancy in loan footprint at 18.4% — portfolio review flag

CONTEXT

Fed funds futures pricing 2 cuts by year-end — NIM recovery case building

M&A ADVISORY

SAMPLE

M&A VOL$84B▼-18% YTD

DEAL COUNT2,847▼

EV/EBITDA11.2x▲

ANTITRUSTELEVATED

MARKET: SELECTIVE

Strategic buyers active · Financial sponsors cautious

Global M&A Vol

$84B

▼-18% YTD · 5yr avg $114B

SEC EDGAR · Public filings

Tech EV/EBITDA

14.8x

vs 12.1x prior yr · +22%

Market benchmark data

Avg Deal Premium

32%

vs 28% prior yr · +4pts

SEC EDGAR filings

Regulatory Risk

HIGH

DOJ/FTC · 18mo trend ▲

DOJ public record

ARIA · M&A

Deal volume -18% YTD but premiums up. Strategic buyers paying 32% premium avg — gap vs. sponsor bids widening. Regulatory timeline risk is the primary deal-break factor in >$5B transactions.

NOVA ONE THINGStrategic buyer advantage window is open. Sponsor hesitancy creates a negotiating asymmetry not seen since 2020.

CRITICAL

DOJ challenges tech acquisitions above $2B — structural remedy precedent now set

CONTEXT

European deal activity up 12% — dollar strength creating cross-border price advantage

WATCH

Earnout provisions in 44% of deals — valuation gap bridging at record use

Built For

These people don't want AI
making the call for them.

They want better thinking. Faster synthesis. The confidence that comes from knowing you've seen the full picture — before the meeting starts.

🏛️

CFOs & Treasurers

Corporate Finance · Treasury

Live rate environment, cash positioning, counterparty risk, and covenant monitoring — synthesized into a single morning read before markets open.

Open Treasury Terminal →

📊

Fund Managers

PE · Hedge Fund · Credit

Spread environment, portfolio stress tests, deal window status, and LP dynamics — structured intelligence for every IC meeting and portfolio review.

Open Fund Terminal →

🏦

Family Offices

Single Family · Multi Family

Allocation drift analysis, IPS review triggers, estate planning windows, and generational wealth context — intelligence matched to the unique complexity of principal capital.

Open Family Office Terminal →

⚖️

General Counsels

Legal · Compliance · Risk

Regulatory signal monitoring, litigation exposure synthesis, and compliance calendar intelligence — ARIA thinks like your best outside counsel on every matter.

Open Legal Terminal →

🔬

Senior Analysts

All Disciplines

The research you'd do in a day, structured in minutes. Scenario modeling, document intelligence, and pre-mortem analysis — before you walk into the room.

Find your terminal →

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Live Demo

Ask ARIA anything.
See what it actually outputs.

This is not a chatbot demo. These are real ARIA response patterns — calibrated to your profession, grounded in live institutional data.

ARIA · Professional Intelligence Demo

SAMPLE RESPONSES

ARIA · PE Terminal · Senior Analyst context

HY OAS at 318bps — 38bps above the 24-month average of 280bps. On a 6x levered company, all-in financing at ~9.8% puts coverage at 1.7x. One quarter of EBITDA underperformance brings covenant headroom into range.

The 2s/10s curve has re-steepened to +9bps after 14 months of inversion — historically this precedes credit cycle stress by 2–4 quarters. Not an immediate signal to pause, but it is an argument for accelerating open LOIs now rather than timing the market. Exit asymmetry currently favors strategic M&A over IPO for portfolio companies with >7x leverage.

Sources: ICE BofA HY OAS (FRED), SOFR (FRED), US Treasury curve (FRED) · As of today's market close

NOVA · Morning Brief 6:00 AM ET · PE Terminal

Private Equity · Daily Intelligence

01 HY OAS moved to 318bps overnight — 38bps above the 24-month average. All-in LBO financing now at ~9.8%. Coverage on 6x levered portcos approaching covenant proximity range.

02 2s/10s curve re-steepened to +9bps after 14 months of inversion. Historically precedes credit cycle stress by 2–4 quarters. Exit timing window: open for strategic M&A, closed for IPO.

03 CLO issuance $8.4B in March — fourth consecutive strong month. AAA spreads at L+148. Leveraged loan secondary at 97.2, down 0.4 month-over-month.

NOVA · 6am ET Daily

You walk in
already knowing.

Every morning at 6am ET, NOVA synthesizes what happened overnight in your market into a structured intelligence brief — calibrated to your specific terminal. Three to five data-grounded signals. No filler. Before your first meeting.

ARIA sources the data, structures the signal, and writes the brief. You read it. The interpretation and the call are always yours.

Free. No account. No credit card. Unsubscribe anytime.

Architecture · Privacy

Stateless by design.
Private by default.

The professionals who use ValixData handle material non-public information, principal capital, and confidential strategy. Our architecture was designed around that fact from day one.

⟲

Zero Query Retention

ARIA query content is not stored by ValixData. Queries are sent to ANTHROPIC API to generate responses and discarded after the response is returned. Your strategy does not train our model.

◻

Stateless Sessions

Every ARIA session is stateless. There is no memory across sessions. What you asked last Tuesday does not exist in Tuesday's session on Wednesday. Clean slate. Every time.

◈

Transparency Labels — Always

Every piece of content carries one of four labels: LIVE DATA · NEWS · AI ANALYSIS · PLATFORM TEXT. Source credited. Timestamps shown. We never claim real-time when data is delayed.

🔒

No Model Training on User Data

We do not use your queries, your inputs, or your analytical work to fine-tune or improve any AI model. Your intelligence workflows remain yours.

Data Flow Architecture

You — The Professional

Query, strategy, context

Human in the Loop

↓

ARIA Analysis Engine

Processes query with live data

Stateless

↓

AI Technology Partner API

Response generated & returned

Zero Retention

↓

Structured Output Delivered

Key signal · Context · Frame · Options

Labeled

↓

You Decide

All judgment. All authority. All yours.

Human Decision

Query content never stored or used for training

No memory across sessions — stateless architecture

Every output labeled with source and data type

Pricing

Less than one hour
of analyst time. Every month.

A junior analyst bills $250–400/hour. ValixData delivers ARIA, NOVA, and live data from 17+ institutional sources — for less than what you'd pay for a single research call. All plans expensable at most firms without procurement approval.

MONTHLY

ANNUAL SAVE 15%

Analyst

Research associates · Junior analysts · Big 4 staff

$199

per month

✓ Expensable without approval at most firms

✓1 professional terminal

✓ARIA intelligence — unlimited queries

✓NOVA morning brief · 6am ET daily

✓Live data from FRED · BLS · EIA

✓Scenario engine · Pre-mortem · Memo builder

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What you open first.Every morning at 6am.

Not chat. Not search.Structured intelligence.

Every AI company is removinghumans from the loop.

Four steps. Human at every one.

Not a chatbot.A professional data intelligence system.

Institutional-gradeprofessional intelligence.

These people don't want AImaking the call for them.

Ask ARIA anything.See what it actually outputs.

You walk inalready knowing.

Stateless by design.Private by default.

Less than one hourof analyst time. Every month.

What you open first.
Every morning at 6am.

Not chat. Not search.
Structured intelligence.

Every AI company is removing
humans from the loop.

Not a chatbot.
A professional data intelligence system.

Institutional-grade
professional intelligence.

These people don't want AI
making the call for them.

Ask ARIA anything.
See what it actually outputs.

You walk in
already knowing.

Stateless by design.
Private by default.

Less than one hour
of analyst time. Every month.