Portfolio Monitoring and Valuations

Private market portfolios demand continuous visibility, valuation rigor and the ability to anticipate performance drivers long before they show up in quarterly numbers. Acuity Analytics strengthens this core with an integrated monitoring and valuation framework purpose-built for private equity and venture capital firms.

Our teams consolidate fragmented portfolio data, clean and validate financial inputs, normalize metrics across companies and geographies and surface KPI trends that inform value creation decisions. From revenue bridges and operating-driver analysis to covenant tracking, cash-flow insights, and scenario modelling, we ensure both GPs and operating partners have a reliable, timely view of portfolio health.

In addition, we support quarterly and annual valuation cycles with model updates, comparable set refreshes, methodology alignment, and audit-ready documentation, thus ensuring every valuation is consistent, defensible, and compliant with industry standards.

With proprietary platforms like FolioSure, we automate data ingestion, benchmarking and dashboarding to give investment and finance teams real-time oversight and LP-ready transparency. The result is stronger governance, faster reporting cycles, fewer operational bottlenecks and decisions rooted in high-quality intelligence rather than scattered spreadsheets.