FactSet has created an integrated valuation workflow for private capital markets in collaboration with valuation technology provider Valutico.
The tie-up connects portfolio data, valuation modelling and reporting into a single system to replace manual spreadsheet tasks.
Financial data from Cobalt, FactSet’s monitoring tool, flows into the Valutico platform where analysts can apply income, market and asset-based methodologies.
Finalised enterprise and equity values return to the Cobalt system to be tracked alongside performance metrics. Analysts can access FactSet market data and transaction multiples within the workflow, which expands on the company’s existing portfolio monitoring and investor reporting tools.
“The methodology, breadth, auditability and consistency required across a growing portfolio of companies demands a purpose-built platform,” said Emily Monaghan, Factset senior vice president and senior director of private capital. “Valutico brings that, and with FactSet’s market data – public company financials, estimates, comps, and transaction multiples – natively integrated into the workflow, our clients get a complete solution that is unique in the market.”
Subscribe to our newsletter
