Private Markets Valuation demo

Backs each quarterly fair value mark with comps, inputs and evidence for valuation committees 1:34

What the demo shows

Backs each quarterly fair value mark with comps, inputs and evidence for valuation committees

A clean home shows four numbers and each person's next decision. Every position opens as a mark: three dials for comparables, DCF and calibration on one scale, the range they span, the proposed mark and last quarter's, and the bridge from last quarter in three bars. The agents work beside it in a conversation: the Company Data agent reads packs in the company's own language and pins every figure to its page; the Comparables, DCF and Calibration agents each compute their method independently; the Challenger agent argues against the result with plan misses, peer index moves, co-investor marks and adviser ranges; the Pack agent drafts the committee pack by exception; the Evidence agent seals it all. The analyst asks why, answers each challenge and prepares; the Head of Valuation checks; the committee approves material moves with quorum and the chair signs the quarter.

Transcript

  1. Private Markets Valuation backs each quarterly mark with comparables, inputs and evidence for valuation committees.
  2. The SEC names illiquid asset valuation a 2026 exam priority.
  3. Overnight, agents read 304 company packs in their own languages.
  4. Ferrante and Balaghi. Comparables give €212 million, the cash flow €198, calibration €205.
  5. The agents propose €204 million, down 6% on lower-peer multiples.
  6. Every figure opens its source.
  7. The Italian accounts beside the English.
  8. The challenger argues back.
  9. The plan has missed three quarters.
  10. Nadia answers with a sign price increase.
  11. She prepares the mark, and the head evaluation checks it.
  12. Committee chair Helen Ward approves it.
  13. No one approves their own work.
  14. Every step is cited, checked by a second person, and logged.
  15. The aim, all 304 marks a committee by business day, 15.
  16. Built on Botminds: agents, data, screens, and governance on one platform.

Transcribed from the film’s narration. Captions are on the player.