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    Finance & Operations

    Valuation Reviewer: independent AI check on every mark

    Valuation Reviewer applies your firm's review standards to every valuation — challenging methodology, retesting comparables, and producing a defensible review memo for the valuation committee.

    What Valuation Reviewer does

    Reviews methodology against firm policy (DCF, comps, transactions)
    Retests comparable selection and trading multiples
    Validates inputs against source data
    Produces the review memo and exception list
    Tracks reviewer sign-off and audit evidence

    Inputs

    • • Valuation file
    • • Firm valuation policy
    • • Comparable universe

    Outputs

    • • Review memo
    • • Methodology check
    • • Exception list

    Runs in

    ExcelWord

    Connectors

    FactSetCapital IQPitchBookMoody's

    Use cases

    Private equity NAV cycle

    Quarterly portfolio mark review compressed from weeks to days.

    Asset manager pricing committee

    Independent challenge on every level-3 mark.

    Audit support

    Evidence-grade review trail ready for the auditors.

    Valuation Reviewer FAQ

    Does it replace the valuation committee?

    No. It produces the analytical pack the committee uses to make decisions.

    Other finance agents

    Related searches: fair value AI • NAV review AI • PE valuation automation • level 3 asset valuation AI

    Deploy Valuation Reviewer on your stack in weeks

    FDE Team ships Valuation Reviewer with your firm's connectors, policies, and approval flows — production-ready.