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Valuations - How Smart Private Equity Managers are Getting their Act Right!

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Valuations - 😟 Had Always Been Worrisome!  O ne of the biggest challenges in Asset Management is to arrive at the fair market price of the portfolio and the assets that are being invested in. This challenge multiplies as the portfolio becomes more illiquid with few reliable sources of valuation data. Some of the biggest fund failures over the last few years like the Third Avenue Asset Management collapse have been attributed to badly mispriced securities.  In the aftermath of 2008 financial crisis Valuations of securities at Funds has been in focus with investors and regulators. Investor due diligence increasingly focuses on valuation policies, processes and models. Regulators across the globe have focussed on Valuation processes and increased their oversight of how assets are being valued. A big learning from the 2008 financial crisis was how lax some of the valuation processes had been with even the larger banks which created knock-on effects up and down the fina

How Do You Call It? What! A deal Or What a deal!
Deals getting complex - Are you ready? - Part 2

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Deal Management 2.0 In the previous post we had mentioned the challenges that Asset Managers Face as they reach out for the most lucrative deals in the market. The best asset managers are using deep learning technology as a differentiator for tracking, analyzing, and researching deals that they have in their pipelines. Pepper is intimately working with some of the leading deal makers to help them make better deal decisions. In this blog we provide a sampling of the some of the deal solutions that we are helping build for these managers.  Dashboards that provide an overview of the Deal pipeline, providing a clear summary of all the deals, the various stages, the total size, expected close dates, strategies, partners being the critical parameters. This provides senior managers with a quick view of the current status of the pipeline and focuses their energies on the most critical tasks of managing this existing portfolio. From these dashboards the manager can do a deep dive i