Valuation Reviewer
Every valuation checked before it reaches the client.
Business Benefits
- Valuation errors caught before they reach clients
- Methodology applied consistently across the portfolio
- Review cycles shortened dramatically
- Full audit trail for every valuation review
Key Features
- Ingests GP packages and runs the firm's valuation template
- Checks valuations against comparable companies and standards
- Applies the firm's internal methodology and review guidelines
- Flags errors and inconsistencies before external distribution
- Stages LP reporting for reviewer sign-off
Interaction Channels and Integrations
Connects to
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Chronograph / PitchBook
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Excel valuation templates
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Document store
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Fund administration systems
User Interaction Channels
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Chat (Claude / Cowork)
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Excel add-in
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Document upload
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Managed agent (API)
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