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Driving New Efficiencies in Investor Communications

Interactive Analyst Center

Transforming Financials

for IR Websites

Virtua Analytics

Helping Companies

Manage their Investors

Interactive Analyst Center

Company-Specific Financial and Operational Data for Investor Relations Websites

Virtua’s Interactive Analyst Center (IAC) is the only product available today that delivers interactive, as-reported financial and operating data for Investor Relations (IR) websites. Designed for investors and analysts, the IAC makes your company’s financial data more readily accessible and easier to understand in the context of an online spreadsheet.

  • Makes your IR website the destination for your financial and operational data
  • Enhances investor engagement with your website, providing your data in an easy-to-access online spreadsheet
  • Saves your investors time by streamlining their financial modeling tasks
  • Enables you to answer investors’ questions in real time
  • Reduces your investors’ reliance on inaccurate 3rd party data providers
  • Gives you the power to validate and format your data, and control its online presentation
  • Increases credibility, improves financial transparency
The IAC presents your firm’s validated historical financial and operating data in a customizable and easy-to-use format. Simple, on-screen click-throughs instantly bring users to source documents and custom charting functions. The IAC also provides export functions that speed the development of financial models. Delivered as a simple link, the IAC is easy to integrate into any hosted site.
By making your firm’s numbers easier for investors and analysts to obtain, the IAC streamlines several key IR functions.
IAC
IAC
IAC
IAC
IAC

To meet customers’ varying budget requirements and informational preferences, Virtua offers two different versions, IAC Premium and IAC Basic.

IAC Premium: Your firm’s as-reported financial statements, as well as customizable non-GAAP financial measures, such as key segment/operating data, ratios, pro forma income statements, reconciliations and optional guidance.

IAC Basic: The only product available today that can deliver your company’s as-reported balance sheet, income statement and cash flow data, in a time sequence, directly sourced from your XBRL tags.

IAC product offering key feature comparison

PremiumBasic
Financial Data
As-reported Income Statement
As-reported Balance Sheet
As-reported Cash Flow Statement
   
Operational Data*
Non-GAAP Financial Measures
Operational Data and Key Metrics
Pro-forma Income Statement
   
Other Data
Guidance
Revisions
* As this chart indicates, the main difference between the two versions is that IAC–Premium comes with operational data in addition to the financial data (which comes standard in both packages). The provisioning of validated operational data saves time for analysts and investors, and enables the IR professional to frame investor discussions.

Interactive Analyst Center Complete Feature Set

Financial Data
As-reported Income Statement
As-reported Balance Sheet
As-reported Cash Flow Statement
 
Operational Data
Non-GAAP financial measures
Operational data and key metrics
Pro-forma Income Statement
 
Other Data
Guidance
Revisions
 
Custom Charting
Line charts for all data points
Fully interactive chart builder
Ability to show saved charts for messaging
You control the data and presentation
Self-publishing capability
Hide and show data as you choose
Create custom charts to highlight relevant data
Fully customizable menu grouping
 
Advanced Interactivity
Data exportable to Excel
Data linked to source documents
End user can build charts from all data points
Document container for custom documents
Notes for individual data points
Visitor statistics for investor targeting
 
Security
Secure backend for data entry
User level entitlements for select access

IAC Vs. Standardized Data

 IACStandardized Data
Data  
Income StatementAs-reportedStandardized
Balance SheetAs-reportedStandardized
Cash Flow StatementAs reportedStandardized
Non-GAAP financial measures
Operational data and Key Metrics
Pro-forma Income Statement
Guidance
Revisions
   
Custom Charting
Line charts for all data pointsSome times
Fully interactive chart builder
Ability to show saved charts for messagingSome times
   
You control the data and presentation
Self-publishing capability
Hide and show data as you choose
Create custom charts to highlight relevant data
Fully customizable menu grouping
   
Advanced Interactivity
Data exportable to excel
Data linked to source documents
End user can build charts from all data points
Document container for custom documents
Notes for individual data points
Visitor statistics for investor targeting
   
Security
Secure backend for data entry
User level entitlements for select access

“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

Virtua Analytics

Delivered by Virtua’s professional services team, Virtua Analytics offerings streamline the critical IR functions of consensus estimate modeling and peer company benchmarking.

Consensus Estimate Modeling
Customized Aggregation and Modeling of Sell–Side Models

Understanding the assumptions that drive the top line consensus estimates of 3rd party distribution platforms is of vital importance in discerning investor expectations. However, gaining that understanding involves the time-consuming process of aggregating and templating disparate PDFs, spreadsheets, and other source materials. Since there are many more valuable uses of IR professionals’ time, this activity is a prime candidate for outsourcing.
Virtua’s Consensus Estimate Modeling delivers these services in an offering that is unmatched in the industry for its level of detail, feature set, reliability and cost-effectiveness.
Virtua is the premier provider of detailed consensus estimate templates for IR professionals. Working to each company’s specific requirements and input, Virtua’s dedicated team of analysts standardizes and aggregates each sell side model in its entirety. This approach provides companies with line-item detail in robust templates with intuitive drop-down menu items and analytical options. According to many of Virtua’s clients, Consensus Estimate Modeling is the most sophisticated and customizable estimate management service available today.
IAC
IAC

Competitive Company Benchmarking
Customized Collection and Templating of Peer Historical Data

As an IR professional, you know the importance of collecting competitive intelligence on your peers. However, identifying and collecting this important data is a time-consuming and tedious process. It typically involves tracking multiple earnings release dates, and manually sifting through a range of materials, including quarterly and annual reports - with their disparate tables and lengthy management discussions – as well as conference call transcripts, investor presentations, and more. Often this information is required on demand, leaving the IR professional with virtually no time to collect and analyze the data.
With a large professional services team dedicated to data collection, Virtua is ideally suited to meet your competitive intelligence requirements. Virtua’s trained and experienced staff will collect and distill information on the companies you request. As part of this service, the Virtua team also formats the material to your specifications, honing in on the financial and operating metrics you care most about. The result is a customized and updated dashboard of competitive benchmarking charts and tables that is always just a few keystrokes or mouse clicks away.

“Virtua has been a great partner in driving productivity increases for my IR program. In short, they are proactive, innovative and cost-effective.”

Director of Investor Relations

S&P 100 Biopharmaceutical

About Virtua

Financial Intelligence Tools and Services for the Evolving Needs of Investor Relations Professionals

Virtua is a financial services technology company focused on the intersection of fundamental financial modeling and Web-enabled information delivery. The Company’s unique combination of investment research experience, modeling expertise, and software development capabilities enables it to provide industry-leading financial research tools and services for investors, analysts, and corporate management.
We believe structural changes created by the economic constraints of the investment research business demand a more efficient research process that can be served by cloud-based solutions and tools. Our cost-effective financial modeling products and services improve the workflows of investors, analysts and investor relations professionals.
Headquartered in Boston, with several sales offices in North America and multiple offices in India, we are an international, privately held company committed to world-class customer service.

Management Team

Venkat Chalasani, CFA

Co-founder and President

Venkat is responsible for all research, project development and management at Virtua. Venkat is also Co-Founder and Managing Member of Consensus Analytics, LLC a joint venture between Virtua Research and Kaul Advisory Group and a rotating board member of Open Exchange Inc.

Venkat was a Partner at Concordia Capital Associates, LLC, a Boston-based hedge fund investing in global equities and related derivatives. Prior to joining Concordia, Venkat was with State Street Global Advisors, where he was the head of the Global Equity Strategy, a fundamental portfolio product that he helped develop. In addition, he was also involved with International Growth Opportunities and Socially Responsible Strategies. While at SSgA, Venkat also developed a new hedge fund strategy involving quantitative models.

Prior to his career in global financial services, Venkat worked with HCL Hewlett-Packard as an Account Executive selling technology solutions to the corporate market.

Venkat has an MBA from Boston College, and, Bachelor of Technology, with honors, from Indian Institute of Technology at Kharagpur. He holds the CFA charter.

Andy Detwiler

Co-founder and CEO

Andy is responsible for marketing, business development and company operations. Andy is also Co-Founder and Managing Member of Consensus Analytics, LLC a joint venture between Virtua Research and Kaul Advisory Group and a rotating board member of Open Exchange Inc. Andy previously provided independent institutional equity research consulting from Vandham Securities. Before joining Vandham, Andy was President and Director of Detwiler, Mitchell & Co., and President of their broker-dealer subsidiary, Fechtor, Detwiler, Mitchell & Co. At Fechtor, Andy also served as Managing Director of Capital Markets, Director of Research, and Head of Institutional Sales. Andy was employed by Fechtor for 19 years. He has served NASD District 11 as a member of the District Committee. Andy has a B.S. from the University of Vermont.

Prasanna Walimbe

Co-founder and Head of Indian Operations

Prasanna is responsible for assisting in product development and data collection. He was previously employed by Infosys Technologies Limited as a solutions architect, heading up a technology-based solutions team that assisted in implementing Basel II, Sarbanes-Oxley and similar initiatives. Previous responsibilities at Infosys included serving a leading global investment bank as program manager and participating in setting up a dedicated delivery team for a leading credit card provider. Prasanna has an MBA in Finance and Technology from the Indian Institute of Management in Calcutta, and a Bachelor of Technology, with honors, from Indian Institute of Technology at Kharagpur.
He is a Certified Software Quality Auditor.

Virtua Media Room

The XBRL Canada Blog Post

XBRL Fuels State-of-the-Art Financial Reporting

The Interactive Analyst Center is the brainchild of Virtua Research. As XBRL data become more readily available, we will see more such tools. And more examples of the usefulness of XBRL. more..

Press Release

Virtua Partners with PR Newswire to offer Interactive Analyst Center

....Vintage has partnered with Virtua Research to allow fleXBRL clients to publish their financial fundamental information onto their investor relations website with data directly sourced from their own SEC XBRL files. This eliminates the concerns issuers have long held regarding the inaccuracies of manually collected third-party financial fundamental data and delivering that unvetted data to investors. more..

Press Release

StockConferenceCalendar and Virtua Research Partner to Offer Powerful Investor Relations Intelligence Tools and Applications

StockConferenceCalendar (SCC), the largest global database of investment conferences and presenters worldwide and Virtua Research, a leading financial services technology company focused on the intersection of fundamental financial modeling and web-enabled information delivery, today announced a partnership to offer SCC’s conference and presenter content across Virtua’s new Investor Relations (IR) Management platform. Virtua will be showcasing its innovative offering at the 2014 National Investor Relations Institute (NIRI) Conference in Las Vegas from June 8-11, 2014. more..

Press Release

Companies Can Now Streamline IR Website Management & Improve Accuracy with Company-Verified XBRL Data

Investor relations departments can now ensure the release of accurate financial data on their website while also eliminating onerous and time-consuming processes with the announcement of a new partnership between PR Newswire and Virtua Research. The partnership seamlessly brings Virtua's Interactive Analyst Center - the only product available today that delivers interactive, as-reported financial and operating data for IR websites - into the popular investor relations website solution, IR Room MST. Designed for investors and analysts, the Interactive Analyst Center makes company financial data more readily accessible and easier to understand online.

Press Release

Virtua Interactive Analyst Center Contributes to 3 winning 2012 Canada’s CICA Corporate Reporting Awards

The results are in. The Virtua Interactive Analyst Center was acknowledged in a clean sweep of the this year’s Electronic Disclosure awards. Talisman Energy won the Award of Excellence and Agnico-Eagle Mines was acknowledged for the third year in a row taking Honorable Mention. Virtua was also cited in SNC-Lavalin winning the Award of Excellence in Corporate Reporting, Diversified Industries. To learn more about the 2012 CICA Corporate Reporting Awards download a PDF with excerpts from the Judge’s Book or view the entire publication online.

Press Release

Agnico—Eagle Mines Ltd wins 2010 Canadian Institute of Chartered Accountants (CICA) Honorable Mention for Electronic Disclosure

Virtua Blog Post

Make Your Financials Easier to Understand

Press Release

Q4 Web Systems and Virtua Research Partner to Launch New Standard of Rendering Financial Data

Q4 Web Systems (Q4), a leading provider of online investor relations (IR) solutions and Virtua Research (Virtua), a developer of web-based interactive research modeling solutions announced a strategic partnership to offer analysts and sophisticated investors the Interactive Analyst Center.

We Are Hiring

Senior or Junior Inside Sales Representative

We are looking to expand our sales team selling a new suite of innovative investor relations modeling products and services. This is an inside sales position supported by and reporting directly to the CEO. This is a new position established to expand and accelerate the introduction and addition of new customers to our current and expanding customer base.

Responsibilities:
  • Detailed understanding and knowledge of products and customer applicability
  • Lead generation from cold calling and outbound email correspondence
  • Creating innovative strategies for inbound marketing and lead generation
  • Supportive pipeline development from introduction to close
  • Assistance with creating marketing plans and materials
  • Limited trade show attendance and support
Requirements:
  • Candidate must be self motivated, organized and goal orientated
  • Posses excellent writing and communication skills.
  • Four year under graduate college degree or strong sales experience
  • Willingness to listen, establish and maintain respectful and helpful relationships over the complete
  • Ability to distill and articulate a concise, customer centric, value proposition.
  • We work in a casual environment so personality, humor and a collaborative disposition are a must.
Compensation:

base salary related to experience, accelerated commission schedule and trailing residuals. Emailed resumes preferred, contact us at careers[a]virtuaresearch.com.

Business Company Research Analyst

Location: Boston, MA

Develop presentation structures and ensuring data collection quality control for financial statements and operational data time-series published on investor relations websites, communicating with clients for effective project planning and implementation; Research industry and company-specific financial marketing conditions for domestic and international companies in Healthcare/Biotechnology and IT/Semiconductors sectors; Build and maintain quality control for valuation models and collecting and analyze micro data as necessary; Collect company specific information in times-series format to analyze sales trends, potential competitors and balance sheet structure; Manage industry team of offshore and oversee financial forecasts and preparing periodic analysis reports; Analyze factors affecting industry prospects based on specific company information; Gather data and build relative valuation models on competitors to analyze prices, sales and competitive position; Monitor sector-specific statistics and following trends in trade literature using company reports and various industry resources.

Requirements:
  • Masters or foreign equivalent in Finance, Business or related field. Must have strong knowledge of financial analysis and modeling.

Please reference number 810455 when sending resumes. Please send resumes to: Human Resources, Virtua Research, 2 Oliver Street, 9th floor, Boston, MA 02109.

Contact Us

2 Oliver Street

9th Floor

Boston, MA 02109

(617) 426 - 0900

info[a]virtuaresearch.com

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