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Formerly known as Global Research & Risk Solutions

  • Crisil Integral IQ
  • Asset Manager
February 19, 2025 Content Type Case study

US alternative asset manager boosts efficiency by delegating 100% valuations roll-forward on 500+ L3 investments

February 19, 2025 Content Type Case study
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Background

 

  • A US alternative asset manager was seeking support on valuation workflows while facing high attrition rate, which delayed critical tasks, such as valuation reporting and audits, due to limited team capacity. There was a crucial need to identify workflows to delegate and release onshore bandwidth.

 

Crisil Integral IQ solution

 

  • The onshore team delegated end-to-end ownership of the new deal onboarding post-closure by the deal team
  • Helped streamline valuation workflows, achieved efficiency gains through roll-forward of existing valuations of L3 investments (500+ deals) on a monthly or quarterly basis
  • Analysts received dedicated support to prepare valuation committee decks for the deal team, senior management, and independent members' review
  • Developed comprehensive standard operating procedures for reference and quick training
  • Supported limited partner and corporate reporting by reconciling and validating data against valuation models

 

Client impact

 

  • The valuation team could allocate resources to high-impact initiatives by having the entire new deal onboarding process seamlessly handled by Crisil Integral IQ team
  • Enhanced accuracy and reliability in investor reporting, supported by validated and reconciled valuation data
  • Increased operational efficiency, with a 40% timesaving, achieved through streamlined audit process ownership, freeing up critical onshore bandwidth

 

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