The big valuation consultants provide package valuations to big investors with vast information rights. This results in the consultants putting together in-depth granular analyses, which can be approximated with equally accurate and less time consuming valuation analyses. Also, these consultants often include additional services such as audit support and the like. By focusing on lean but accounting regulation compliant valuation models without many bells and whistles, we can provide price competitive valuation anlyses.

There are a multitude of valuation methodologies, most of which are limited by the available data to be fed into these models. With the often limited data that smaller and co-investors are confined by, we often are able to utilize calibrated and non-calibrated trading comparables and transaction comparables. The income approach is often dismissed due to a lack of data availability. Back-solve Option-pricing-models (OPM) are also often not used due to limited visibility of the rights & preferences of all share classes. However, if sufficient data is available, all methodologies can be utilised.

From the moment we have received all critical information, it usually takes us two weeks to turn a valuation around.

Yes we do. But we limit it to maximum 2 revisions per engagement. Further revisions are possible for an additional fee, which will not exceed the initial fee.

We value equity in form of preferred and common equity, this is our speciality and where we can charge low cost. We also value special situation debt investments, whose price matches the complexity of the investments.

If you a PE/VC syndicate with limited information rights, as you usually co-invest along side other investors - then ForecastData is right for you. We help you to mark your investments at fair value, which beats marking to cost: fair value is accounting compliant, it helps with your asset allocation and more accurate performance based compensation.