Virtua Research Home

Market and Competitive Intelligence for
Publicly Traded Companies

Properly analyzing and selectively sharing competitive and market intelligence is crucial to effectively running any company. Virtua’s best in class platform V-Bench is the only enterprise solution that provides your critical market and competitive intelligence on one common platform.

Investor
Relations
Professionals

Investor Relations
Professionals

Maintaining and communicating a thorough knowledge of your company and investors is a multifaceted and demanding responsibility. Virtua’s platform of analytics and reports delivers information on a level previously unavailable—that is complex in its detail yet simplified in its presentation. Understand your sell-side and peers in more detail, and manage your day to day workflow more efficiently.

Financial
Planning &
Analysis

Financial
Planning

Understanding the complexities of how investors perceive your company and how you compare to your peers is essential for strategic forecasting and budgeting. Whether examining your peers on an operational level or evaluating an acquisition, Virtua Workbench delivers the detailed data and sophisticated analytics necessary for making well informed business decisions.

Company
C-Suite

Having easy-to-access to research on your peers and analysts is important in making sound business decisions. Whether collaborating internally, managing your messaging with investors or providing deeper insight to the board, Virtua Workbench provides the industry’s best analytics solution for enhanced company analysis.

Board of
Directors

Providing proper governance and strategic oversight is dependent on receiving the most accurate and appropriate information in the proper context. Virtua’s suite of analytics deliver this information in easy to understand, impactful reports that are customizable to your company’s requirements.

CORPORATES: COMPETITIVE AND MARKET INTELLIGENCE

VBENCH is the only platform of collaborative and
customizable financial research, analytics and reporting tools
for the business intelligence needs of publicly traded issuers.

VIRTUA

VBENCH

CONSENSUS ANALYTICS

COMPETITIVE INTELLIGENCE

EVENT CHARTS

INSTITUTIONAL HOLDINGS

STOCKCONFERENCECALENDAR

Point in time benchmarking for SaaS

With Virtua, you now have the tools you need to more efficiently and accurately research and manage the business intelligence most
important to your company.

Important decisions are made every day —both inside and outside your company—based on timely analysis and accurate data. Whether it’s an investor making a decision to buy or sell, an analyst issuing a revised estimate, or a peer releasing their earnings, it’s critical that the information and analysis shared about and within your company is as consistent and accurate as possible.

WITH VIRTUA VBENCH YOU CAN

Better understand analysts’ expectations and consensus
Gain a deeper knowledge of your business and peers
Securely analyze and share your market and competitive
intelligence on a single unified platform.

CONSENSUS ANALYTICS

Understanding the factors
that influence consensus
estimates is key to managing
investor expectations.

With Virtua Consensus Analytics, you can view each analyst’s estimate down to the line item level, comparing to each other, to consensus or to your own internal forecast.

WITH VIRTUA CONSENSUS ANALYTICS YOU CAN:

Integrate your existing templates for modeling continuity
Compare analyst models on an an “apples to apples” basis, gaining full transparency down to the operational line item level
Securely share source models and reports
Benefit from Virtua’s QC and validation process for data accuracy

Enjoy unlimited updating including pre-earnings and post earning updates, analyst days as well as ad-hoc updates
Receive timely overnight delivery
Easily upload, tag, share and save sell-side research reports, models as well as company documents

COMPETITIVE INTELLIGENCE

Analyze and research the
companies and line items of
your choice

To effectively manage your company, you need to know what’s happening around you. Virtua Competitive Intelligence provides customizable benchmarking intelligence on the comparable companies and line items of your choice. With Virtua’s Competitive Intelligence platform, you can create and securely share multiple financial templates, customizing the detail to the analysis needs of financial planning to the reporting requirements of the board.

WITH COMPETITIVE INTELLIGENCE YOU CAN:

Save time sourcing and populating data
Target the companies of your choice
Compare companies at the operational level
Collaborate and share with FP&A, Finance and the C-Suite
Receive timely customized bi-weekly updates

EVENT CHARTS

Provide a deeper visual understanding of your relative
stock activity to your peers

Understanding and sharing the explanations behind your stock price can be a challenge to report. Virtua Event Charts allows you to overlay and customize multiple internal and external events overtop your stock chart as well as that of your peers. This essential tool allows you to easily explain your stock performance and activity—and that of your peer companies.

WITH VIRTUA EVENT CHARTS YOU CAN:

Chart the companies of your choice
Add time-stamped notes to the chart
Create customized event categories
Create and select peer groups
Easily add and drop companies

INSTITUTIONAL HOLDINGS

Track and research your institutional
holding activity and target potential
stakeholders.

Directly sourced from SEC 13F filings, Virtua Institutional
Holdings provides data that is accurate and updated daily

VIRTUA INSTITUTIONAL HOLDINGS PROVIDES:

Time-stamped filings updated daily
Summary page for consolidated view of buyers and sellers
Filtered and accurate holding details by
filings period including share activity,
percentage change and value

STOCKCONFERENCECALENDAR

Avoid scheduling conflicts and target investor access events

Avoid scheduling conflicts and target investor access events with the largest global database of investment conferences and presenters. Over 10,000 investor conferences and events.

VIRTUA STOCKCONFERENCECALENDAR INCLUDES:

Daily updates and revisions
Detailed presenter data (where available)
Two years of event history
Personal watch lists
Weekly email alerts
Search capability by sponsor, event, presenter, date, industry, location
Integration with Outlook, or exportable to Excel

SAAS

COMPANY POINT IN TIME BENCHMARKING & ANALYSIS

A unified platform of sophisticated tools for comparable SaaS company analysis.

The most extensive and detailed historical database on close to 400 publicly traded SaaS companies with full financial history back to the S1
Companies organized into 25 specific SaaS subsectors
Complete non-GAAP financial detail including SaaS specific ratios and discontinued operations
Virtua’s personalized interactive platform is the only workflow solution providing customizable SaaS specific formulas, ratios, templates, and scenarios to user requirements
Secure, password protected enterprise- wide access provides one “source of truth” eliminating time consuming, expensive data collection, as well as redundant and segregated data silos

FINANCIAL DATA and ESG REPORTING

INTERACTIVE

ANALYST CENTER

The only customizable modules providing financial and
operating data as well as ESG for corporate IR websites.

Communicate with your investors more efficiently and effectively. With Virtua’s Interactive Analyst Center (IAC) you can provide the financial and ESG information analysts and investors really care about. Accessible via a simple link from any IR website, the IAC provides your company’s historical as-reported financials, as well as curated operational and ESG data in the context of easy to access online spreadsheets. Improve financial transparency, enhance investor engagement and make researching your company easier, all with the mission of increasing stakeholder value.

WITH THE VIRTUA IAC YOU CAN:

Make your website the destination for accurate financials
Take control of analyst modeling inputs
Answer historical financial questions in real time
Provide your companies ESG data in a customizable downloadable spreadsheet

INVESTORS: FINANCIAL DATA, MODELING AND FORECASTING

FUNDAMENTAL

FINANCIAL MODELS

Operationally Driven Fundamental Models and Forecasts Built from the Ground Up

With Virtua you can functionalize the research analyst role, separating differentiated analysis from the repetitive and time consuming tasks of data collection and financial model construction and maintenance. Leveraging Virtua’s bespoke financial models (built to your proprietary specifications) frees analysts’ time to gain a deeper understanding of the names they cover and develop an informed opinion on a broader universe of potential investments.

Partnering with Virtua also enables you to reduce the cost of modeling and transform a portion of your research budget from a fixed to a variable cost.

TESTIMONIALS

Virtua is an example of an ideal relationship with a supplier. From day one, I found that they understood and were conscious of my business needs. That made our communication very easy. In three years of working with the Virtua team, I have never had a single service issue. But the best part of the relationship has been the value of the product itself. The ultimate reward of using the IAC has been repeated buy side feedback that there is nothing else like this in the industry, and that the database has saved them hours and hours of their time. I would recommend Virtua and the IAC to any company that wishes to set themselves apart from their peers.

Dmitry Kushnir, CFA
Corporate Director, Investor Relations Agnico Eagle Mines

We find significant value in the Virtua Research database used to build our detailed financial models. It’s about time someone put corporate operating data points in an easily usable format, and offers significant quality control for the data. Looking forward to watching their client list grow.

Mike W.
CIO for a Family Office

At Repligen, we’ve been receiving positive feedback from our investors regarding Virtua’s Interactive Analyst Center, and I’ve been able to use the Analyst Consensus Modeling tool to upgrade my internal reports. The IAC is a terrific tool for viewing our GAAP and adjusted financials across any number of timeframes and views. I’ve been impressed with how proactive the Virtua team is about updating our financial performance data immediately after it is released when I’m tied up with follow-up calls. I often go to IAC myself in one-on-one investor meetings – so handy to have the numbers at my fingertips. There are many IR tools out there – but Virtua stands apart. I find the Interactive Analyst Center and the Analyst Consensus Modeling tools to be truly valuable tools that I would highly recommend it to any IRO.

Investor Relations
Professionals

Financial
Planning

Company
C-Suite

Board of
Directors

CORPORATES: COMPETITIVE AND MARKET INTELLIGENCE

WITH VIRTUA VBENCH YOU CAN

WITH VIRTUA CONSENSUS ANALYTICS YOU CAN:

WITH COMPETITIVE INTELLIGENCE YOU CAN:

WITH VIRTUA EVENT CHARTS YOU CAN:

VIRTUA INSTITUTIONAL HOLDINGS PROVIDES:

VIRTUA STOCKCONFERENCECALENDAR INCLUDES:

A unified platform of sophisticated tools for comparable SaaS company analysis.

FINANCIAL DATA and ESG REPORTING

WITH THE VIRTUA IAC YOU CAN:

Asset
Managers

Wealth
Managers

Asset
Owners

Sell Side
Research Teams

Independent Research
Providers

INVESTORS: FINANCIAL DATA, MODELING AND FORECASTING

Partnering With Virtua Allows You To:

TESTIMONIALS

Dmitry Kushnir, CFA
Corporate Director, Investor Relations Agnico Eagle Mines

Mike W.
CIO for a Family Office

Sondra Newman
Senior Director Investor Relations,
Repligen Corporation

Investor Relations Professionals

Financial Planning

Company C-Suite

Board of Directors

CORPORATES: COMPETITIVE AND MARKET INTELLIGENCE

WITH VIRTUA VBENCH YOU CAN

WITH VIRTUA CONSENSUS ANALYTICS YOU CAN:

WITH COMPETITIVE INTELLIGENCE YOU CAN:

WITH VIRTUA EVENT CHARTS YOU CAN:

VIRTUA INSTITUTIONAL HOLDINGS PROVIDES:

VIRTUA STOCKCONFERENCECALENDAR INCLUDES:

A unified platform of sophisticated tools for comparable SaaS company analysis.

FINANCIAL DATA and ESG REPORTING

WITH THE VIRTUA IAC YOU CAN:

Asset Managers

Wealth Managers

Asset Owners

Sell Side Research Teams

Independent Research Providers

INVESTORS: FINANCIAL DATA, MODELING AND FORECASTING

Partnering With Virtua Allows You To:

TESTIMONIALS

Dmitry Kushnir, CFA Corporate Director, Investor Relations Agnico Eagle Mines

Mike W. CIO for a Family Office

Sondra Newman Senior Director Investor Relations, Repligen Corporation

Investor Relations
Professionals

Financial
Planning

Company
C-Suite

Board of
Directors

Asset
Managers

Wealth
Managers

Asset
Owners

Sell Side
Research Teams

Independent Research
Providers

Dmitry Kushnir, CFA
Corporate Director, Investor Relations Agnico Eagle Mines

Mike W.
CIO for a Family Office

Sondra Newman
Senior Director Investor Relations,
Repligen Corporation