Next-gen technology and expert advisory for your valuation and portfolio management challenges.
We help our clients to truly understand the strategic value of managing this process in a proactive manner, then digesting the outputs in an effort to create optimal portfolio ROI.
We help investors comply with the latest fair value reporting requirements.
eVal is not only a valuation provider that focuses on the alternative investment industry. We are fully vested in re-tooling traditional human capital-heavy and inefficient processes through data and software solutions that have been proven effective by the industry’s largest asset managers.
With experience rooted in valuation, fund services and financial analysis, eVal’s valuation process implementation teams combine a unique understanding of the drivers of portfolio monitoring with the integration experience necessary to help clients execute all aspects of portfolio valuation and monitoring strategies.
We have over 20 years of experience providing valuations needed for fair value reporting, transactions and dispute support covering illiquid investments across the entire capital structure:
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 the latest 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.
Having worked for years helping SEC registered funds, we provide customized valuation policies and procedures that strike a balance between the interests of regulators, investors and the fund manager.
eVal helps clients decide how to most efficiently satisfy portfolio investment valuation obligations. We consult with fund management to determine each fund’s unique approach: (i) internal valuation or valuation management, (ii) use of external assurance services, (iii) partial or full outsourcing of the entire process.
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:
At a recent Interact Conference, Michael Athanason shared his expert perspective on how to maximize value from your valuation process.
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We believe that our sophisticated valuation software and unique approach can help clients hit a home run. Investment teams can leverage our insights to maximize value creation.
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Managing Director Tony McNulty explained how our iLEVEL technology works at the recent Interact Conference. Explore our publication to see our next-gen thinking.
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