Omna Intelligence Platform
Enhance your OmnaBasic or OmnaPro experience with powerful platform tools designed for portfolio monitoring, collaboration, and faster insights. Some capabilities are available as optional add-ons.
| Platform Capability | OmnaBasic | OmnaPro |
|---|---|---|
Portfolio MIS | Optional Add-On | Optional Add-On |
Advanced User Management | Optional Add-On | Optional Add-On |
Portfolio Creation with Hand-holding | Included | Included |
Automatic Data Refresh | Optional Add-On | Optional Add-On |
ODi - AI Assistant | Optional Add-On | |
Customer Document Upload | Optional Add-On | |
Dedicated Account Manager | Optional Add-On | Included |
OmnaBasic
OmnaPro
Powerful Features for Smarter Portfolio Management
Portfolio Monitoring Dashboard
Monitor your entire portfolio of companies in one dashboard and monitor exposure across industries and usage by team users.
Multi-User Access Control
Create multiple users within your organisation and assign role-based access controls.
Portfolio Setup Assistance
Our team helps you structure and set up your portfolio from day one. Ideal for customers with large portfolios.
Automated Portfolio Updates
Schedule automatic refreshes for your portfolio companies — annually, bi-annually, or quarterly — so the latest information is always ready when you need it.
AI-Powered Company Insights
Ask ODi questions about any company in natural language and get instant insights from report data.
Secure Document Upload
Securely upload internal documents — such as contracts, notes, and due diligence files — directly to a company profile to generate deeper insights with ODi.
Dedicated Relationship Manager
A dedicated OmnaData relationship manager to assist with onboarding, portfolio setup, and ongoing research queries.
Ready to assess a company with confidence?
Buy a due diligence report instantly, or talk to the team for bulk access, subscriptions, or enterprise workflows.