For AIFMs

Scale Your Portfolio Valuations with Audit-Proof Data.

AIFMs and Investment Managers face increasing regulatory pressure. Automate your quarterly valuation workflows with instant access to valid Cost of Capital and Market Data.
Automate quarterly reporting workflows.
Validated parameters for international valuation standards.
Full audit trail for Risk Management.
Cost-effective alternative to terminal data.

Trusted by Valuation and Transfer-Pricing Experts Worldwide

Feature

Precise Data for Every Investment Cycle.

Whether for initial acquisition, quarterly NAV calculation, or exit scenarios, smartZebra delivers valid market data instantly. Ensure your valuation models are fed with defensible, up-to-date-time inputs without the overhead of manual research or expensive terminal licenses.
Configurable

Faster Valuations. Higher Quality.

Streamline the interface between Portfolio Management and Risk Management.
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Rapid Valuation

Accelerate quarterly Net Asset Value (NAV) calculations with automated data pulls.
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Gapless Documentation

Every data point includes a timestamped source file for your compliance records.
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Cost Efficiency

Drastically reduce data spend compared to traditional financial data terminals.
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Regulatory Compliance

Meet requirements for AIFMD, KAGB, and KARBV risk management effortlessly.
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Global Coverage

Valuation parameters for portfolio assets in over 100 countries worldwide.

Built for AIFMs. Engineered by Valuation Experts.

We understand the specific regulatory burden of Alternative Investment Fund Managers. Our platform is designed to ease the load on Risk Management and Valuation teams.
Revenue
Credit Pro

Discount Rates

Determine risk-adjusted discount rates for diverse portfolio holdings instantly. Consistent methodology across all funds.
Revenue
Credit Pro

Benchmarking

Assess portfolio risk exposure using dynamic beta factors derived from comparable peer groups.
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Credit Pro

Exit Valuation

Validate carrying values and prepare exit strategies using real-time sector multiples (EBITDA/Sales)."
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Credit Pro

Interest Rates

Use credit indicators for five areas of assessment, weighted sector-specifically. This allows an objective evaluation of creditworthiness without an external rating.
Testimonials

What our AIFM Clients Say.

Trusted by regulated entities for compliant valuation.
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Andrew Grums
Partner, auditor, tax advisor
We have already used smartZebra several times to determine beta factors. This allows us to work much more efficiently than before. We will be happy to use smartZebra's tools in the future as well.”
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Achim Dörner
Managing Partner, Auditor, Tax Advisor, CVA, CFE
The selection of the peer group, which is usually time-consuming, works very quickly and reliably. The transition to the Excel file is very convenient and helpful. I don't want to be without this tool anymore.
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Robin Arp
Partner, auditor, tax advisor
Thanks to our many years of experience incompany valuation, we have already tested a number of tools. Weconsider SmartZebra to be the perfect solution, particularly for small and medium-sized consulting firms, to determine the capital market parameters necessary for every valuation. ”
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Stefan Euring
Managing Director, Certified Valuation Analyst (CVA)
SmartZebra offers me all the parameters for my evaluations as an expert. It has extensive settings that are relevant to assessment technology. A particular highlight for me is determining the loan premium by sector.”
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Experience the power of the smartZebra engine risk-free. See how fast you can build a defensible peer group or calculate a compliant WACC.