Operational Assessments

Utilize our Core Value functionality a GENERALLY REQUIRED DILIGENCE STANDARD (GRDS) module integrated into each portfolio company section to periodically track and monitor performance to goals

  • A web-based multi-step operational assessment tool used by your analyst to create and update the portfolio company assessments on an ongoing basis
  • Provides valuation assessments
  • KPI Assessments
  • Red flag alerts on key financial variables