Valuation Process Outsourcing

Outsourcing to experts that can deliver exactly what you need in record time just makes good sense.

We provide clients with the option to outsource their (iLEVEL / iVAL) ongoing management, taking on responsibility for upgrades to the funds’ use of the software, getting valuations done, prepping for committee meetings and even investor reporting. Our services include:

  1. Managing deal teams’ periodic data collection

  2. Completing valuations on the clients’ or our own platform

  3. Delivering valuations to the fund’s valuation committee for consideration

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 developed it at, and in conjunction with, iLEVEL’s parent IPREO.

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 Advisors
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

Additional information

eVal’s Fund Transparency Advisory is integrated with Portfolio Valuation to improve funds’ investor transparency needs:

eVal Valuation and eVal Transparency share outcomes Two overlapping circles. eVal Valuation: Portfolio Valuation; Valuation Policy and Procedures; GP and LP Secondary Interest Valuation. Shared outcomes: Data Integrity; Technology Infrastructure (iLEVEL partners). eVal Transparency: Management Reporting (iVAL and iLEVEL implementation; valuation committee dashboards); Investor Reporting (ILPA reports). eVal Valuation Portfolio Valuation Valuation Policy & Procedures GP & LP Secondary Interest Valuation Shared outcomes Data Integrity Technology Infrastructure iLEVEL partners eVal Transparency Management Reporting iVAL & iLEVEL implementation, valuation committee dashboards Investor Reporting ILPA reports

eVal Valuation

  • Portfolio Valuation
  • Valuation Policy & Procedures
  • GP & LP Secondary Interest Valuation

Shared outcomes

  • Data Integrity
  • Technology Infrastructure (iLEVEL partners)

eVal Transparency

  • Management Reporting (iVAL & iLEVEL implementation; valuation committee dashboards)
  • Investor Reporting (ILPA reports)
eVal’s Fund Transparency Advisory is integrated with Portfolio Valuation to improve funds’ investor transparency needs.

Want to connect with us?

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

Let’s find a time (917) 669-8943