Valuation Transparency Advisory

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 iLEVEL and iVAL implementation team combines a unique understanding of the drivers of portfolio monitoring with the integration experience necessary to help clients execute their fund’s specific portfolio valuation and monitoring strategies.

eVal’s experts have more than 8 years of experience implementing IHS Markit’s iLEVEL and iVAL SaaS solutions.

They 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.

There is no other firm like eVal

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

We are the 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 Architects
Re-engineering your valuation processes
iLEVEL / iVAL Implementation
Including re-implementation
iLEVEL / iVAL Outsourced Program Management
Valuation Department Outsourcing
Portfolio Management Tools
Customized to your investors’ 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.
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eVal eTransparency

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Let’s find a time (917) 669-8943