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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"
Challenges
- Current systems are entirely disconnected from Excel
- Deal and Asset Mgmt teams continue to rely on “desktop Excel”, and have no meaningful way of running models in parallel
- Lack of traceability of internal valuation process
- No consistency among valuation leads by investment
- Little traceability on where information came from and if final
- Producing Fair Value Memos by investment or aggregation across investments is inefficient
Solution
- A centralized platform that allows connectivity to Excel models at scale with Inputs / Outputs
- A dynamic database to store and update global assumptions
- Dashboard capability to visualize portfolio valuation updates and scenario results in real-time
- Automated Fair Value Memo by investment
- Ability to manage valuation process workflows by investment
Run Valuations at Scale
No other solution allows you to manage a valuation workflow process using existing and bespoke valuation models in Excel.
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.”