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What is Qval?

Safeguard your valuation approach, enhance efficiency, and reduce the time spent on reporting processes with Qval. Companies involved in private equity, growth equity, and venture capital need accurate assessments of the valuation of private assets in their portfolios to fulfill investor reporting and compliance obligations. Qval, developed by S&P Global, is a unique software-driven valuation solution designed specifically for asset managers with investments in private markets. Effortlessly update valuations across your portfolio at remarkable speeds, confidently respond to inquiries from external parties, and ensure that the carrying values reported by your team align with the firm’s valuation standards and the best practices in the industry. Get started swiftly with a solution that has been thoroughly vetted for audits, managing over 10,000 cap table and COI filings while automating more than 95,000 portfolio valuations. Additionally, Qval integrates seamlessly with iLEVEL and our extensive range of private market solutions, streamlining workflows and automating many labor-intensive tasks, thereby improving overall operational efficiency. By utilizing Qval, firms can not only enhance their reporting accuracy but also free up valuable resources to focus on strategic decision-making.

What is Pulse ?

Pulse, developed by AssetBook, is an appealing portfolio management platform renowned for its user-friendly interface and seamless integration capabilities through an open API. It facilitates meaningful interactions with all the software integrations within your firm. The system features a comprehensive firm dashboard that enables the monitoring of key business metrics, including assets under management (AUM) and revenue growth over time. Additionally, the Pulse dashboard provides an intuitive way to keep track of your most significant investments and overall global allocation. With its robust features, Pulse not only enhances operational efficiency but also empowers firms to make informed decisions based on real-time data.

Media

No images available

Media

Integrations Supported

MoneyGuide
Pontera
Redtail CRM
RightCapital

Integrations Supported

MoneyGuide
Pontera
Redtail CRM
RightCapital

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

S&P Global

Date Founded

1917

Company Location

United States

Company Website

www.spglobal.com/market-intelligence/en/solutions/products/private-market-valuations

Company Facts

Organization Name

AssetBook

Date Founded

2004

Company Location

United States

Company Website

www.assetbook.com

Categories and Features

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Categories and Features

Financial Management

Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

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