Investment Data Automation

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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. 

 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  (iLEVEL / iVAL) 

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 IHS Markit'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 the iVALExperts - our team has developed it at and in conjunction with iLEVEL's parent IPREO
• valuation approaches - all aligned with IAS and GAAP ( also new AICPA standards)
• appropriate deliverables that will pass muster with any auditor, regulator or LP
• cost of annual/quarterly/ 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 - Re- implementation 
• iLEVEL / IVAL Outsourced Program Management 
• Valuation Department Outsourcing 
•  Portfolio Management Tool sets - Customized to your investors' needs