Valuation Management

Use Case: Head of Valuation Management

“No way to manage our bespoke valuation process by each investment. This puts our forecasted returns in jeopardy, increases audit risk, and unscalable headcount to manually manage"



Valuation scenario analysis

Run dynamic portfolio valuation scenario analyses in a single platform to manage risk & make faster investment decisions.

Fair Value Memos

Produce automated Fair Value Memo by investment which shows selected valuation history,

Interactive dashboards

Configure interactive dashboards that aggregate financials from valuation models for any investment.

Run Valuations at Scale

No other solution allows you to manage a valuation workflow process using existing and bespoke valuation models in Excel.
Run Valuations with Speed

Scenario Analysis

Run dynamic scenario analyses in a single platform to manage risk and make faster investment decisions.

ModelSync Technology

We kept hearing that fund managers were frustrated by rigid templates for bringing data into their software and by plug-ins for downloading it into Excel. So we built ModelSync Technology for our platform.

“It has become abundantly clear to me as our business continues to get more complex and our margins continue to compress, we must start to look to data and technology to drive our next phase of growth or we will not survive.”

CEO, Large Global Investment Manager

Discover More

Learn how we’re solving valuation management challenges. View our Client Success Stories or request your own personalized demo.