When should you hold? When should you sell?Valumize gives private markets investors the visibility and forecasting tools to answer those questions themselves.
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 Secondary Investors
Focus on the forecast, not data entry
Price funds with confidence
Update forecasts in real-time
Review Base Case performance vs actuals
For Intermediaries
Bridge the bid/ask spread with a more informed client base
Create value for clients, through ongoing consultation
Centralize market knowledge into one accessible format
For Investment Managers
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?
Valumzie 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 reachout.
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 but but is likely to take ~4-8 months.
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!
