XTVue was looking for a single platform that could not only speed up their valuation analysis but also provide robust, reliable data for benchmarking against industry peers, a capability they previously lacked.

Our sales executive, Johan, worked with XTVue to demonstrate how Valutico’s streamlined workflow could directly address their issue of a highly manual, Excel-based valuation process.

Result:

By integrating Valutico, XTVue has empowered its Investment Analyst to run multiple valuations on a weekly basis, allowing for a more dynamic and responsive approach to portfolio management.

They used the streamlined report generation feature, which helped them accelerate their workflow. Sebastian from CSM, provided a personalized walkthrough to make sure they were fully comfortable with the system.