Structured assumptions
Capture key drivers, support sources, overrides, valuation dates, methodology, and reviewer notes.
Next Gen — Valuation Intelligence
Valuation and portfolio intelligence for private markets.
Valuation workflows in private markets firms are often managed across disconnected spreadsheets, tools, and email threads — making assumptions tracking, review, and audit documentation error-prone. ValueForge helps teams organize valuation data, structure assumptions, monitor portfolio performance, compare changes, support review workflows, and apply AI-assisted analysis with control.
Valuation is not just a model.
Private markets valuation depends on assumptions, market data, operating performance, comparable sets, cash flow views, adjustments, review judgment, approval history, and evidence. ValueForge is designed to support the workflow around valuation, not just calculate a number.
Portfolio context
Connect valuation work to company performance, portfolio trends, market conditions, and prior-period changes.
Review-ready evidence
Maintain assumptions, source references, changes, reviewer comments, approvals, and support packages.
Core capabilities
Assumptions management
Organize drivers, model inputs, valuation dates, methodologies, overrides, and source references.
Portfolio monitoring
Track portfolio company performance, KPIs, trend changes, valuation movement, and operating signals.
Scenario analysis
Compare cases, sensitivities, market changes, valuation methods, and assumption impacts.
AI-assisted review
Help flag unusual changes, inconsistent assumptions, missing support, and reviewer questions.
Workflow and approvals
Route valuation packages through preparers, reviewers, approvers, and exception owners.
Evidence and audit trail
Maintain source links, assumption history, review comments, approvals, and support materials.
Valuation workflow
A controlled path from portfolio inputs to review-ready valuation support.
Ingest
Collect portfolio company data, financials, KPIs, prior valuations, comparable data, market inputs, and support materials.
Structure
Organize assumptions, methodologies, drivers, sources, and valuation templates by company, fund, and period.
Analyze
Run scenarios, compare changes, surface trends, flag unusual movements, and prepare reviewer prompts.
Review
Route packages through review cycles, capture comments, resolve exceptions, and document changes.
Approve
Track approvals, sign-offs, final assumptions, support references, and valuation decisions.
Package
Prepare valuation support packages, portfolio summaries, change logs, review history, and evidence records.
What ValueForge produces
Valuation support packages
Assumption summaries
Scenario outputs
Portfolio monitoring views
Change logs
Reviewer prompts
Approval records
Evidence packages
Bring structure, control, and intelligence to valuation workflows.
Alt360 can help design and deploy valuation workflows that connect portfolio data, assumptions, scenarios, review controls, and evidence into a more governed operating process.
FAQ
ValueForge is Alt360's valuation and portfolio intelligence solution for private markets teams. It helps organize valuation assumptions, structure data, compare scenarios, support review workflows, and produce audit-ready evidence packages across the valuation cycle.
No. Valuation decisions remain with the investment and finance teams. ValueForge supports the workflow: structuring inputs, organizing assumptions, flagging unusual changes, routing review packages, and capturing approvals — but human judgment drives final valuation outcomes.
ValueForge can support quarterly and annual fair value processes, portfolio monitoring cycles, investment committee preparation, board reporting, LP valuations, and co-investment reporting — configured to the firm's methodologies, templates, and approval structures.
Every valuation cycle captures assumptions, source references, scenario comparisons, reviewer comments, approval records, and change logs. This creates a complete, reviewable evidence trail for auditors, LPs, boards, and compliance review.
ValueForge is deployed as part of Alt360's advisory engagement model. We start with the firm's existing valuation process, data sources, methodologies, and review controls — then configure ValueForge to fit that operating reality rather than imposing a generic workflow.