Valuation Process Outsourcing

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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:

• Managing deal teams' periodic data collection
• Completing valuations on the clients' or our own platform
• 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 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 Advisors - 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 investor's needs

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