Streamline Your Portfolio Valuation Process
Request a demo of Scalar’s Portfolio Valuation software to take control of your fund’s valuation process. With over 15 years of industry experience, Scalar simplifies your valuation, reporting, management, and auditor interactions—so you can focus on growing your investments.
Meet with a Scalar expert who will:
-
Listen to your portfolio valuation needs
-
Provide a personalized tour of the Scalar platform
-
Share tailored strategies to optimize your valuation workflow
-
Demonstrate how Scalar can grow alongside your fund
Representative clients
Billon
Venture
Capital Fund
Billion
Early-stage
Fund
million
Closed-end
Interval Fund
Why choose Scalar?
Centralized Portfolio Management
Manage funds of all sizes with a powerful, easy-to-use platform.
Effortless Valuation Rollovers
Seamlessly carry valuations and financials forward each quarter.
Instant Waterfall Calculations
Test flexible allocation scenarios in real time.
Simplified Auditor Access
Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod
Trusted by the Industry
for Over 15 Years
Discover the solution portfolio managers rely on to simplify their most complex processes and Start Scaling Your Fund Management Today
Frequently Asked Questions
Who creates the valuation opinions for each company?
Scalar offers full-service valuation services that can be purchased for a portion or all of the portfolio companies, or a fund admin can use the self-service tools to create the valuations using the variety of valuation approaches and allocation methods that are available in the application.
What export formats are available for a report?
Instead of a folder of full of excel and PDF files, now it can be simple to browse all of your historical valuations for your entire fund and track the growth over time. The software is meant to be used entirely online without the need to use separate offline files. With the advanced user permission system you can give an auditor direct access to the software so they can view the firm or fund summary and all of the supporting details of each company’s valuation. Excel export tools are provided in the software for any offline access to the data is needed or additional outside data manipulation is required.
Is Scalar and the software SOC 2 compliant?
Yes, Scalar Technology has been audited by EY and has a completed SOC 2 Type II audit report. To request a copy of the report contact your account manager or fill out our confidential report access request and let us know that you are needing a copy of this report. Additionally, more information about all of the security controls we actively monitor using automated tools can be viewed on our 3rd party audited Security Report.
How do I get started?
Simply fill out the form or contact us directly via phone or chat and a representative will set up your account, provide an initial demo, and discuss pricing options. Scalar’s 14+ years of experience mean that any possible situation can be accommodated and we will have the experience necessary to help build a software and services package that meets any situation.