FactSet (NYSE:FDS), a global financial digital platform and enterprise solutions provider, today announced a partnership with Valutico, a leading provider of valuation technology, to deliver an integrated, end-to-end valuation workflow for private capital markets.
The partnership addresses a growing challenge across the industry: as investor expectations shift toward more frequent and transparent valuations, existing workflows — often reliant on spreadsheets and manual data re-entry — are becoming increasingly difficult to scale.
Firms are being asked to produce institutional-grade valuations on a monthly or even more frequent basis, without a corresponding evolution in infrastructure.
“Through this partnership,” reads this morning’s news release, “FactSet brings together portfolio data, valuation modeling, and reporting into a single, connected workflow designed to meet this shift. Portfolio company financials collected in FactSet’s Cobalt as part of portfolio monitoring flow directly into Valutico’s purpose-built valuation platform, where analysts can access all income-, market- and asset-based methodologies including DCF, Trading Multiples, Transaction Multiples, Venture Capital Methods, LBO, and more.
“Once finalized, valuation outputs, including enterprise value, equity value, and waterfall calculations, are automatically returned and tracked alongside portfolio performance and reporting.”
The workflow is anchored within FactSet’s Cobalt platform, which serves as a centralized system of record for portfolio data, performance, and investor reporting.
FDS shares faded $1.66 to $217.53.
