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

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VC Landscape European Venture Capital Landscape – May 2025 May 2025 presented the lowest number of VC investments in the last 12 months and Quantum Systems secured a €160 million Series C Round. Learn all about it in our in-depth analysis. June 5, 2025
M&A European Roll-Up Market Report – April 2025 April 2025 presented an 8% year-over-year decline in the number of PE-backed acquisitions. PEs are rolling-up the infrastructure utilities and services industry, given its attractiveness for investment firms. Learn all about it in our report and case study. May 26, 2025
M&A Trustventure advised ladelplan on its exit to RetailSonar RetailSonar announced its acquisition of ladeplan. Trustventure advised ladeplan throughout its sale process. May 22, 2025
VC Landscape European Venture Capital Landscape – April 2025 April 2025 marked the second lowest number of VC investments and invested capital in the last 12 months and CMR Surgical secured $200 million in funding. Learn all about it in our in-depth analysis. May 19, 2025
M&A Trustventure advised World Host Group in the acquisition of Nimbus Hosting World Host Group, a global leader in web hosting and cloud services, announced the acquisition of Nimbus Hosting. Trustventure advised World Host Group throughout its entire add-on acquisition process. May 13, 2025
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M&A European Roll-Up Market Report – March 2025 March 2025 presented a 18% year-over-year decline in the number of PE-backed acquisitions. PEs like KKR and Atwater are consolidating the European Media & Entertainment industry, as exemplified by this month's case study of Mediawan. Learn all about it in our report and case study. April 22, 2025
All insights
Köln
London

office@trustventure.de
+49 221 29 29 40 70