FactSet has announced a partnership with Vienna-based valuation software provider Valutico to deliver an integrated valuation workflow for private capital markets, anchored within FactSet’s Cobalt portfolio monitoring platform.
Under the partnership, portfolio company financials collected in Cobalt flow directly into Valutico’s valuation environment, where analysts can run income-, market- and asset-based methodologies including discounted cash flow (DCF), trading multiples, transaction multiples, venture capital methods and leveraged buyout (LBO) models. Outputs – including enterprise value, equity value and waterfall calculations – flow back into Cobalt and are tracked alongside portfolio performance and reporting. Valutico’s platform draws on FactSet market data, including public company financials, estimates, comps and M&A transaction multiples.
The partnership comes amid a broader push by major data and analytics vendors – including BlackRock with its Aladdin/Preqin integration and JP Morgan with Private Market Data Solutions – to centralise private-markets workflows around a single system of record.
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