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Description
AgenticPM is a specialized AI platform tailored for the private markets, featuring dedicated agents for private equity firms, transaction advisory teams, and investment banking professionals. Its Deal Scout component helps in identifying and assessing potential targets, mapping out markets, and enhancing target lists with valuable insights. The Deal Advisor function focuses on scrutinizing deal documents, facilitating thorough due diligence, and assisting in the development of investment cases and investment committee memos. Meanwhile, the Portfolio Monitor keeps an eye on the performance and risks associated with portfolio companies, and the Exit Advisor aids in planning for exits and conducting valuation analyses. Additional agents provide support in various areas, including commercial, financial, operational, technology, and restructuring due diligence, as well as managing workflows related to buy-side, sell-side, origination, and capital markets. The platform excels in analyzing critical company and deal information and can seamlessly integrate enhanced target data into a CRM system. AgenticPM is crafted to streamline processes for deal sourcing, due diligence, portfolio management, and exit strategies. Users are encouraged to take advantage of a complimentary trial or arrange a demonstration to explore the platform's capabilities. This approach allows potential clients to fully understand how AgenticPM can address their specific needs in the competitive landscape of private markets.
Description
Protect your valuation strategy, streamline the procedure, and minimize the time devoted to reporting with Qval. Firms engaged in private equity, growth equity, and venture capital require precise insights into the valuation of private assets within their portfolios to meet investor reporting and compliance requirements. Qval is S&P Global's distinctive software-driven valuation tool tailored for asset managers with investments in private markets. Effortlessly refresh valuations throughout your portfolio at unprecedented speed, address inquiries from third parties with assurance, and guarantee that the reported carrying values by your team are consistent with firm-wide valuation standards and industry best practices. Initiate quickly with a solution that has been rigorously tested for audits, having handled over 10,000 cap table and COI filings while automating more than 95,000 portfolio valuations. Furthermore, Qval is seamlessly integrated with iLEVEL and our comprehensive suite of private market solutions, facilitating efficient workflows and automating numerous time-consuming tasks, thus enhancing overall operational effectiveness.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Screenshots View All
No images available
Integrations
Claude
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Agentic Private Markets
Founded
2025
Country
United States
Website
www.agenticprivatemarkets.ai/
Vendor Details
Company Name
S&P Global
Founded
1917
Country
United States
Website
www.spglobal.com/market-intelligence/en/solutions/products/private-market-valuations
Product Features
Product Features
Financial Reporting
"What If" Scenarios
Yes
Audit Trail
Yes
Balance Sheet
No
Cash Management
Yes
Consolidation / Roll-Up
Yes
Forecasting
Yes
General Ledger
No
Income Statements
No
Multi-Company
Yes
Multi-Department / Project
No
Profit / Loss Statement
No