AgenticPM

AgenticPM

Agentic Private Markets
Qval

Qval

S&P Global
+
+

Related Products

  • Datasite Diligence Virtual Data Room
    715 Ratings
    Visit Website
  • CapLinked
    248 Ratings
    Visit Website
  • CrankWheel
    240 Ratings
    Visit Website
  • SurePayroll
    845 Ratings
    Visit Website
  • RallyFuel
    1 Rating
    Visit Website
  • eToro
    32,208 Ratings
    Visit Website
  • Centrex Software
    18 Ratings
    Visit Website
  • Sharesight
    566 Ratings
    Visit Website
  • Ansarada
    363 Ratings
    Visit Website
  • Gushwork
    29 Ratings
    Visit Website

About

AgenticPM is an AI platform for private markets, with purpose-built agents for private equity firms, transaction advisory teams and investment bankers. Deal Scout identifies and evaluates targets, maps markets and enriches target lists; Deal Advisor analyzes deal materials, supports due diligence and helps prepare investment cases and IC memos. Portfolio Monitor tracks portfolio-company performance and risks, while Exit Advisor supports exit planning and valuation analysis. Additional agents cover commercial, financial, operational, technology and restructuring diligence, as well as buy-side, sell-side, origination and capital-markets workflows. The platform analyzes company and deal information and can sync enriched targets to a CRM. AgenticPM is designed for deal sourcing, diligence, portfolio oversight and exit work. Users can request a free trial or schedule a demo.

About

Safeguard your valuation policy, centralize the process, and reduce time spent reporting with Qval. Private equity, growth equity and venture capital firms need accurate intelligence on the value of private assets in their portfolios for investor reporting and audit obligations. Qval is S&P Global's unique software-based valuation solution for asset managers with private market investments. Update valuations across your portfolio in record time, respond to third party questions with confidence, and ensure the carrying values reported by your team align to firm-wide valuation policies and industry best practices. Get started quickly with an audit-tested solution that has processed over 10,000 cap table & COI filings and automated over 95,000 portfolio valuations. Qval is fully integrated with iLEVEL and our full range of private market solutions, creating efficient workflows and automating many manual tasks.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Private equity firms, search funds, family offices, investment banks, M&A advisors, transaction advisory and due diligence teams

Audience

Private equity, growth equity and venture capital firms

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

No images available

Screenshots and Videos

No images available

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Not Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Company Information

Agentic Private Markets
Founded: 2025
United States
www.agenticprivatemarkets.ai/

Company Information

S&P Global
Founded: 1917
United States
www.spglobal.com/market-intelligence/en/solutions/products/private-market-valuations

Alternatives

Alternatives

FolioSure

FolioSure

Acuity Analytics

Categories

Deal Sourcing Supported
Due Diligence Supported
Private Equity Supported

Categories

Business Valuation Supported
Private Equity Supported

Financial Reporting Features

"What If" Scenarios Supported
Audit Trail Supported
Balance Sheet Not Supported
Cash Management Supported
Consolidation / Roll-Up Supported
Forecasting Supported
General Ledger Not Supported
Income Statements Not Supported
Multi-Company Supported
Multi-Department / Project Not Supported
Profit / Loss Statement Not Supported

Integrations

Claude Supported

Integrations

Claude Not Supported
Claim AgenticPM and update features and information
Claim AgenticPM and update features and information
Claim Qval and update features and information
Claim Qval and update features and information