Private Market Valuations
Streamline Valuation Processes and Mitigate Risk
S&P Global offers private asset managers and investors valuations services and software to address complex reporting requirements, scale valuation processes, achieve greater operational efficiency, and promote effective risk management.
With years of relevant valuation experience in the practice, our qualified team of CFA/CPA analysts have deep domain knowledge of the key financial and operational drivers necessary to ensure a robust valuation partnership with managers across level III alternative investments.
Leverage Our In-House Expertise With Private Equity and Private Credit Valuation Solutions
Private Credit Valuations
Access accurate valuations on hard-to-value debt instruments performed by our leading valuation experts. Our private valuations services provide independent fair valuations, comprehensive assurance reviews, and in-depth risk assessments. These valuations can also be combined with S&P Global scorecards to gain a robust framework around tracking fundamental company performance over time.
Private Equity Valuations
For private equity valuations, we offer both independent valuations from our professional services team and a technology enabled software solution, Qval, to support your in-house valuations. Our independent valuations enable customized reports at the frequency you need, including ad-hoc valuation requests, to meet your reporting requirements. Our Qval software allows clients to update your in-house valuations at scale and at any frequency.
Advisory and Professional Services
Private Markets Software
Qval
Our software-based valuation solution supports in-house valuations. Qval allows users to update equity valuations across a portfolio in record time and respond to third party questions with confidence. Get started quickly with an audit-tested solution that has processed over 10,000 cap table & COI filings and automated over 95,000 portfolio valuations.
Qval – Managed Services
We offer support and assist models for Qval clients. Managed Services leverages Qval to ease operational burden and standardize reporting to portfolio monitoring teams via iLEVEL.
Unlock SaaS Delivery and Valuation Dashboards With PEVals
Our proprietary, web-based platform, PEVals, provides secure document exchange, stores critical documents and holdings analysis and supports full audit tracking of data items and communications.
You can also visualize insights clearly with PEVals. Drill into portfolio company exposures, track valuations over time, and create custom views, charts, and graphs all in real-time.
Valuation Inputs
Financial Inputs
Comparable pricing data from S&P Global Market Intelligence, public financial data, derived metrics, and M&A transaction data.
Industry Inputs
5,500+ sector researchers conducting commercial DD studies, consulting corporate clients, and creating unique data and insights (cross sector).
Customer Inputs
Investment performance updates, latest financials, and other datapoints requested by clients’ management and deal teams.
Models and Standards
Valuation Methodologies
Cost approach, income approach(es), market approach(es), and asset-based approaches.
Accounting Standards and Valuation Best Practices
IPEV, AICPA, US GAAP, ASC 820, IVS, IFRS, SEC Rule 2a-5
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Discover how S&P Global's comprehensive valuation services and software can empower private asset managers and investors to navigate complex reporting requirements, streamline valuation processes, enhance operational efficiency, and strengthen risk management.