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The AI-Powered Platform for Portfolio Valuations

Defensible fair-value marks for PE, VC, and family offices –
audit-ready, data-backed, and built for faster reporting.

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Why Valutico?

Best-in-class valuation engine for funds

Valutico turns a fund’s valuation mark cycle into a single workflow – purpose-built for fund finance teams.

The platform combines:

  • All income-, market- and asset-based valuation methods, from DCF and EV/EBITDA to LBO and VC methods and many more.
  • 1,000,000+ precedent transactions, normalized and refreshed daily.
  • Eva AI extracts financials from PDFs, decks, and Excel files.
  • Calibrated cost of capital with peer-derived betas and up-to-date risk premiums and risk-free rates.
  • Full audit trail across every assumption, refresh, and override.

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Trusted by 800 financial market participants worldwide

High-Value Use Cases in Investment Management

1. MARKET INSIGHT

Recurring fair-value reporting

  • Run every portfolio company through the same multi-method workflow each valuation cycle.
  • Refresh peer multiples, access latest transaction data, and re-calibrate cost of capital live with one click.


Result: Valuation marks in hours, not weeks.

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2. SHARED VALUATION INTELLIGENT

One model, your whole team, fully governed

  • Collaborate live on valuation models, with firmwide standards and granular access rights.
  • Keep data secure and controlled, with version history to undo mistakes.


Result: One source of truth, fully governed and secure.

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3. AUDIT-READY DOCUMENTATION

Defensible methodology,
full audit trail

  • Every assumption is logged, every refresh timestamped, every override justified.
  • Export full backup packs aligned to ASC 820 and IFRS 13 hierarchies.


Result: Defensible valuations for auditors, LPs, and ICs alike.

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Results:
Faster reporting cycles
Defensible valuation marks
Shared valuation intelligence

Native integration with Factset Cobalt

  • Unified GP Portfolio Monitoring: The Cobalt Platform offers centralized data collection, real-time portfolio monitoring, and LP reporting, purpose-built for institutional GPs to manage and track their funds and portfolio companies all in one place.
  • Automated Valuation Inputs: Connect your approved portfolio data in Cobalt directly to your Valutico models, eliminating manual spreadsheet re-entry, broken links, and operational risk.
  • Audit-Ready LP Reporting: Establish a single, institutional-grade source of truth for all ongoing portfolio valuations, performance metrics, and investor reporting.
  • Premium Market Data Integration: Power your Valutico models with FactSet’s trusted, natively integrated public comps and precedent transactions.

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Deployment options

Self-serve platform 

Your team owns the model end-to-end. Run unlimited valuations, scenarios, and reports inside Valutico.

  • Multi-user collaboration with Viewer / Editor roles
  • Regular mark workflow built in
  • Eva AI for document ingest and forecast pre-fill
  • Direct export to LP letters and audit packs

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Valuation Services

Hand the cycle to Valutico’s in-house valuation specialists. We build the marks, you review and sign off.


  • Dedicated senior analyst per fund
  • Fully audit-ready deliverables
  • Available for one-off engagements or recurring cycles
  • Access to the underlying Valutico models

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~80% time saved​

performing valuations

30+ valuation methods

DCF, multiples, LBO, VC method, NAV & more

Security and compliance

Built for regulated financial institutions:

  • SOC 2 certified
  • ASC 820 and IFRS 13 aligned methodologies
  • GDPR-aligned data handling
  • Granular role-based access for fund teams and auditors
  • Secure, fully auditable processes

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From spreadsheet sprawl to audit-ready portfolio marks.

Valutico replaces the quarterly mark scramble with one connected workflow
– without rebuilding the way your fund works.

Book your session

Request a demo or schedule a workshop to identify the most valuable use cases for your investment management.