Enable consistent and well-documented portfolio valuations across the fund lifecycle.
Taghash provides operational support for portfolio valuations. We collect quarterly KPIs from portfolio companies, provide structured inputs to support the valuation process, and maintain comprehensive investment records, keeping all documentation and data organised and ready for investor reporting, audits, and regulatory review.
It includes:
• Quarterly KPI collection from portfolio companies
• Operational inputs to support the valuation process
• Coordination of portfolio investment valuations where data is available
• Pre-investment documentation review and investment checklist sign-off
• Maintenance of a comprehensive portfolio company database
• Deal-related record keeping for investor reporting, audits, and regulatory review
Ready to put a structured valuation process in place?
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