Valuation Services

Portfolio Valuation

We help you determine the performance of your portfolio and the success of your fund in accordance with IPEV guidelines

Portfolio valuation requires expertise in various areas including market dynamics, asset specifics, company insights, competitor landscapes, and both financial and non-financial data. Additionally, there’s a growing demand for more consistent, transparent, and well-documented valuations due to heightened scrutiny from regulators, auditors, and investors.

Opting for independent, external portfolio valuation services improves consistency and transparency, meeting stakeholders’ needs, mitigating potential conflicts of interest, and reducing organizational risk.

Our valuation advisory services ensure compliance with requirements and guarantee that your investment’s performance is measured consistently.

50+ organizations trust Trustventure
Genki How.fm Kavall PyroCCS Reos Rytle
icon_pages Documentation of portfolio performance and reporting to relevant stakeholders
icon_pages 2 Determination of company and portfolio valuation in a consistent, transparent way
Flow Validation of business model, market and competitor landscape
Report Preparation and plausibility check of financial models of portfolio companies

What you get

Process steps

  • 1

    Preparation of the valuation process

    As part of the preparation, the scope as well as the schedule of the valuation process is coordinated, according to the management's expectations. In addition, dates are set for joint workshops to discuss relevant areas of business.

  • 2

    Assessment of economic fundamentals, market and business model

    After starting the valuation process, we assess and analyze legal as well as economic fundamentals, the market and competitive situation and the company’s business model. We conduct the assessment by validating the portfolio’s provided information with independent research and with joint workshops.

  • 3

    Verification of portfolio company valuations

    We analyze and assess actual and planned financial data provided by the portfolio company for qualitative and quantitative integrity. We deepen our understanding of the portfolio company’s financial planning during financial planning workshops, showcase weaknesses and provide improvement of the planning, depending on the agreed scope of the valuation.

  • 4

    Valuation and final documentation

    We deduct a conclusive, quantitative valuation of the fund’s portfolio in line with IPEV guidelines.

Hear from our clients

“

Working with Trustventure gives me peace of mind because I know that all finance related matters are being taken care of in the most professional way without our founding team having to lose focus on organizational growth.

Farhoud Cheraghi Co-Founder how.fm
“

With Trustventure, we have a professional partner at our side with whom we were able to set up our financial processes in a strategic and structured manner, especially during the growth phase.

Kjell Ole Beckmann Managing Director REOS
“

The tools that Trustventure has developed for tenac.io are super structured and allow us to plan solidly for the future. The team quickly and reliably develop solutions that meet the requirements and implements all of our ideas.

Dr. Georg van Husen Co-Founder tenac.io

Join us in supporting the industry leaders of tomorrow

We are always on the lookout for top-tier talent to join us and further drive the growth of our clients and Trustventure.

We preach flat hierarchies, an ongoing, steep learning curve as well as taking on responsibility starting in the early days.

Career

Our latest insights

M&A European Roll-Up Market Report – January 2026 January 2026 presented a 8% year-over-year increase in the number of PE-backed acquisitions. In addition to Food and Beverage, private equity investors are also targeting InsurTech and Consulting. Learn all about it in our report and case study, including ClearScore’s acquisition of Acre. February 17, 2026
VC Landscape European Venture Capital Landscape – January 2026 With 299 investments and $4.2 billion raised across Europe, January saw a 7% decrease in volume and 1% reduction in deal count month over month. The largest round of the month was a $414 million Venture Round by the Montabaur-based company Klöckner Pentaplast, which is a manufacturer of plastic films and packaging for food, pharmaceutical, health, and durable products. February 5, 2026
VC Landscape 2025 Recap: European Venture Capital & Private Equity Landscape 2025 presented an 9% increase in invested Venture Capital volume and the Crypto Startup Binance raised the largest round of the year. Learn all about it in our in-depth analysis. January 21, 2026
VC Landscape Germany Venture Capital Landscape – Q4 2025 Between an decrease of 66% in invested VC volume and a €343mn funding round in the Health Care space, Germany is closing its venture capital landscape Q4 2025. Learn all about it in our latest analysis. January 12, 2026
M&A European Roll-Up Market Report – December 2025 December 2025 presented a 0% year-over-year development in the number of PE-backed acquisitions. In addition to Software, private equity investors are also targeting FinTech and Marketing. Learn all about it in our report and case study, including Create Music Group’s acquisition of Cr2 Records. January 9, 2026
VC Landscape European Venture Capital Landscape – December 2025 With 302 investments and $4.5 billion raised across Europe, December saw a 13% increase in volume and 7% reduction in deal count month over month. The largest round of the month was a $1.0 billion Venture Round by the London-based company Kraken, which is a global customer and culture platform for energy, water, and broadband. January 7, 2026
M&A European Roll-Up Market Report – November 2025 November 2025 presented a 29% year-over-year decrease in the number of PE-backed acquisitions. In addition to Software, private equity investors are also targeting FinTech and Marketing. Learn all about it in our report and case study, including Octopus Energy’s acquisition of Kuppa. December 9, 2025
VC Landscape European Venture Capital Landscape – November 2025 November 2025 saw a decline in VC activity, with 324 investments and $4.0 billion raised across Europe, representing a 25% decrease in volume and 18% reduction in deal count month over month. The largest round of the month was a $495 million Venture Round by Amsterdam-based tech company Picnic, which develops a mass-market home delivery system for fast moving consumer goods. December 5, 2025
M&A European Roll-Up Market Report – October 2025 October 2025 presented a 55% year-over-year decrease in the number of PE-backed acquisitions. In addition to software, private equity investors are also targeting FinTech and Manufacturing. Learn all about it in our report and case study, including Lightcast’s acquisition of Simply Get Results. November 19, 2025
VC Landscape European Venture Capital Landscape – October 2025 October 2025 saw a decline in VC activity, with 397 investments and $5.3 billion raised across Europe, representing a 28% decrease in volume and 3% reduction in deal count month over month. The largest round of the month was a $433 million Series C Round by London-based AI platform Nscale, which provides a full-stack AI cloud platform designed for enterprise-scale workloads. November 14, 2025
All insights
Köln
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office@trustventure.de
+49 221 29 29 40 70