Investment Valuation Automation

We help our clients find the right solution, at the greatest speed, with our tech-driven approach.

With experience rooted in valuation, fund services and financial analysis, eVal’s valuation and portfolio monitoring implementation team combines a unique understanding of the drivers of portfolio management with the integration experience necessary to help clients execute their fund’s specific portfolio valuation and monitoring strategies.

We also have more than eight years of experience implementing these SaaS solutions and have successfully worked with some of the largest managers across the alternative asset industry, covering private equity, debt, early stage and structured products. eVal partners closely with your reporting, valuation and deal teams to define and arrange a clear and sustainable process for your valuation, reporting and monitoring needs.

SaaS software implementation

eVal helps implement software that supports investment data collection, analytics, reporting, valuation and portfolio management processes. We are experts at providing all these services on S&P’s iLEVEL / iVAL platforms and have achieved full functionality at some of the largest asset managers in the world. We ensure our clients achieve all benefits originally envisioned from these software subscription purchases.

There is no other firm like eVal

Our tech-enabled valuation processes are designed and managed by leaders in the valuation industry.

We are iVAL experts: our team has taken part in co-developing the iLEVEL software.

Valuation approaches are all aligned with IAS and GAAP (and the new AICPA standards).

Appropriate deliverables that will pass muster with any auditor, regulator or LP.

The cost of annual, quarterly or monthly valuations is a fraction of those who still do this work using only human capital and Microsoft Excel.

Tech-enabled knowledge capture, our major differentiator:

  • Direct tools to capture from Bloomberg, Capital IQ and others
  • Through IHS Markit’s EDM tool
  • Through iLEVEL

eVal is a tech-enabled portfolio value manager

Valuation Process Architect
Re-engineering your valuation processes
iLEVEL / iVAL Implementation
Including re-implementation
iLEVEL / iVAL Outsourced Program Management
Valuation Department Outsourcing
Portfolio Management Tool Sets
Customized to your investors’ needs

Want to connect with us?

For more information, let’s connect by phone or email.

Let’s find a time (917) 669-8943