Investment Monitoring & Valuations

Monitoring the performance and valuation of investments can take a substantial percentage of an investment executive’s time: with an increasing compliance regime ad hoc valuation routines need to be replaced.

Framework can provide a complete data collection, analysis, and valuation workflow that significantly reduces the amount of time spent manipulating data and preparing controlled valuations. Framework's reporting capabilities can draw together all narrative, holding and performance & valuation data to provide investment reports.

Framework can:

• automatically collect management information and financial data from investment companies either via email or the web
• import data and produce analysis, such as KPIs, historical, budget and industry yardstick comparisons and long term forecasts
• calculate a number of valuations based on BVCA, EVCA, or in house methods and automatically allocate the enterprise value across the loan and equity structure
• present the results to investment executives in numeric and graphical format
• produce investment performance and valuation reports
• produce performance forecasts for both LPs and GPs

For a summary of the functionality provided click here.