Chronograph Partners with DealsPlus to Revolutionize Portfolio Management and Valuation Processes

Partnership Overview

Chronograph, a cutting-edge platform specializing in portfolio monitoring and valuations, has recently teamed up with DealsPlus, a robust solution tailored for managing post-deal investment structures. This collaboration aims to create a unified source of truth for streamlined valuations, distribution modeling, and comprehensive fund reporting.

The Challenge in Private Equity

Traditionally, private equity firms have depended on manual processes and spreadsheets for aggregating financial data from their portfolio companies. This method has become increasingly inefficient as the complexity of investment structures and allocations has grown. With rising demands for transparency and accurate reporting in the industry, these outdated processes are no longer sufficient.

Innovating with Technology

Chronograph is utilizing advanced machine learning and AI technologies to automate the collection of portfolio data, ensuring that valuation drivers are validated and centralized efficiently. By leveraging cloud-driven governance controls, approval layers, and audit capabilities, Chronograph empowers firms to develop accurate valuations rapidly.

In parallel, DealsPlus taps into over 40 years of experience in private market fund management to simplify and digitize complex investment structures. The platform streamlines workflows and integrates calculation engines, allowing mid-office teams to work with precise, transaction-ready data for various operations such as tax compliance, legal assessments, and valuations.

Importance of Collaboration

Both Chronograph and DealsPlus recognize that robust collaboration between leading technology solutions is crucial for achieving accurate valuations and detailed downstream reporting. The partnership allows equity values determined by Chronograph's monitoring platform to inform waterfall simulations and equity valuation processes within DealsPlus, culminating in a coherent and auditable record from initial performance assessments through to final disposition modeling.

Insights from Leadership

Charlie Tafoya, Co-Founder and CEO of Chronograph, stated that the platform currently administers over $1 trillion in valuations quarterly across its diverse client base. As private equity markets expand and scrutiny in valuation practices intensifies, Chronograph seeks to align with innovative partners to deliver the interconnected systems clients need for efficient valuation cycles.

Venkat Subramaniam, Founder and CEO of DealsPlus, emphasized the need for timely and accurate valuations without the bottleneck of outdated systems and processes. The partnership exemplifies the commitment to providing funds with unified capabilities from portfolio performance metrics to equity valuations, fostering transparency and governance that modern private markets require.

About Chronograph

Founded in 2016, Chronograph has introduced unique technology solutions to enhance private capital markets. Their offerings assist institutional investors in automating various aspects of portfolio monitoring, valuations, analytics, and reporting, with backing from esteemed organizations like Summit Partners and Nasdaq.

About DealsPlus

DealsPlus was established to tackle the persistent issues associated with fragmented investment structures, aiming to streamline decision-making processes and minimize operational risks. By digitizing the management of investment structures and automating workflows, DealsPlus is dedicated to supporting private markets with reliable data and performance metrics for future growth.

For more information about Chronograph and DealsPlus, visit their respective websites.