Valuation Management

Run Valuations at Scale

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

Run valuation models with speed

Save valuable time and increase transparency by letting Mercatus run valuations across your portfolios.
Run Valuations with Speed

Automate your Fair Value Memos

With the click of a button, produce fair value memos for your investors, showing valuations by investment with selected history.

Configure interactive dashboards

Aggregate financials from valuation models for any investment and produce simple interactive dashboards and other visual insights. Compare valuations and forecasts by each asset over time.

“We had no way to manage our bespoke valuation process by each investment. This put our forecasted returns in jeopardy and increased our audit risk.”

See Mercatus in Action

Request your own personalized demo below to learn more about valuations, scenario analysis, and more.

We've joined Charles River, a State Street Company, enabling us to fully support clients across the investment spectrum.