Valuation in Private Equity & Family Office Portfolio Valuation

In private equity and family office investments, accurate portfolio valuation ensures transparent reporting, regulatory compliance, and strategic decision-making. At Valtech Valuation, we provide independent, data-driven valuations to support investment performance tracking, acquisitions, and exit planning.

Our Private Equity & Family Office Valuation Services

✔ Initial Investment Valuation – Assessing the value of potential investments to inform acquisition decisions.
✔ Ongoing Portfolio Valuation – Regularly updating the valuations of portfolio companies to monitor performance.
✔ Fairness Opinions – Providing independent transaction assessments to ensure fair deal structuring.
✔ Regulatory & Compliance Valuation – Ensuring valuations align with IFRS, HKAS, and global reporting standards.
✔ Exit Strategy Valuation – Supporting divestitures, IPOs, and secondary sales with accurate valuation insights.

Why Valtech Valuation?

✔ Industry Expertise – Our team of CFAs, CPAs, and valuation professionals delivers precise valuations across biotech, technology, real estate, and financial services.
✔ Comprehensive Valuation Methods – DCF, comparable company analysis, and market benchmarking ensure robust valuations.
✔ Tailored & Strategic Insights – We customize valuations to align with fund strategies and investment goals.
✔ Regulatory Compliance – Supporting valuations for IFRS, HKAS, and global reporting standards.
✔ Advanced Technology & Data Analytics – Enhancing valuation accuracy with AI-driven financial modeling.