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The Private Markets Forecast Engine

 When should you hold? When should you sell? Valumize gives private markets investors the visibility and forecasting tools to answer those questions themselves. 

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From Data to Decision — Faster Than Any Spreadsheet

Ingest Your Data

AI powered data extraction from all file formats. Connect to your data, in whatever source it lives.

Forecast

Meet the level of detail your portfolio demands. Zoom in to company revenue and EBITDA, or out to fund/portfolio NAV development and distribution timing.

Make the Call

Secondary bid. Portfolio trim. Hold vs. sell. Valumize surfaces the forecast so you can decide with confidence.

Our Services

For Intermediaries

  • Win new mandates and bridge the bid-ask spread with more in-depth advisory and analysis capabilities
  • Turn transactional revenue into recurring engagements, through ongoing consultation
  • Centralize market knowledge into one accessible format

For OCIOs & Institutional Consultants

  • Differentiate the advisory relationship with a depth of analysis clients can't get from a headline NAV summary
  • Increase client returns through proactive monitoring and analysis

For Secondary Investors

  • Save time & money: focus on the forecast, not data entry
  • Increase returns: price funds with confidence and update forecasts in real-time 
  • Review Base Case performance vs actuals

For Investment Managers & Family Offices

  • Take control of your Private Markets portfolio with full visibility
  • Make informed buy/sell/hold decisions with the same rigor as public markets 
  • Run detailed scenario analysis to understand your risks 

Frequently asked questions

How is the product priced -- per seat, usage based or flat fee?

Valumize offers a base subscription license fee, as well as a variable fee based on usage or customer size. Customers can choose the arrangement that works for them at the beginning of the license term. 

Is there a free trial or demo available?

Reach out to our team through the form below and we will be in touch! 

Where is the data stored and who has access to it?

Valumize operates a multi-instance tenant, which means that each customer controls their own data. Through the platform, customers can opt-in to various data sharing which provides greater insights into broader market pricing data not available anywhere else. 

Does it integrate with my existing systems?

Yes! We offer API (and soon, MCP) integration into most systems of record and data providers. Please include this in your initial reach out.

How long does it take to get up and running?

Implementation timeline depends on the scope of input/output requirements. Many customers have existing forecasts they would like imported into Valumize, and/or investment committee templates for outputs. Each implementation will be scoped individually and tends to take 1-2 quarters. 

Teams are welcome to use the full platform during the implementation period. 

Schedule a Demo

Interested in learning more?

Fill out the form below, and our team will get back to you shortly. We're here to help!