The Guide to Digitalizing Valuations in Private Markets

The Valuation Professional’s Guide to Selecting the Right Platform

Valuation technology is a new and fast-growing category in private markets, driven by increasing regulatory scrutiny, LP expectations, and operational complexity. As the leading provider of valuation technology in private capital, we’ve seen firsthand how difficult it can be to evaluate and implement the right solution. That’s why we created this guide: to help firms make informed decisions that not only meet today’s needs, but also future-proof their valuation processes as the industry continues to digitalize.

What You’ll Learn

🔎 How private markets are evolving and why valuation teams are in the spotlight
Explore the macro trends reshaping workflows, from increased regulatory oversight to a growing retail investor base.

⚙️ What to look for in valuation technology
Learn the essential features: auditability, multi-strategy support, scalability, security, and real-time reporting.

📉 The risks of doing nothing
Understand the cost, time, and reputational risk of relying on manual or spreadsheet-driven processes.

📈 How technology improves both speed and quality
See how leading firms are using software to reduce valuation costs by up to 50% and accelerate timelines 10x.

🧠 Why human judgment still matters
Valuation technology should enhance, not replace, your team’s expertise. Learn how best-in-class platforms support collaborative, judgment-driven decision-making.

Download the Valuation Guide