Kroll Valuation Monitor

Kroll Valuation Monitor

Stop Waiting for the Quarter. Start Seeing the Trend.

A Current View of Portfolio Movement

Private markets teams are under growing pressure to understand valuation movement before quarter end. LPs, auditors, risk committees and internal stakeholders increasingly expect a clearer view of mark movement, valuation trends and the drivers behind portfolio change.

The Kroll Valuation Monitor helps teams move beyond static reporting and manually processed valuation snapshots. Instead of waiting for the next scheduled cycle, users can monitor portfolio movement throughout the quarter and compare marks across over time.

What Changed and Why It Matters

See valuation movement sooner, with the full context to understand what deserves attention.

Period-Over-Period Comparison

See what changed between any two periods – day over day, month over month, quarter to date or since the prior valuation cycle. Identify which positions moved, by how much and whether the trend is consistent.

Continuous Portfolio Monitoring

Track valuation trends across the full portfolio with daily refreshed inputs. See where marks are drifting, which sectors are showing compression or widening and where movement may require further review.

Transparency On Demand

Give portfolio managers, risk teams, IR teams and other stakeholders a more current view of portfolio positioning. Export portfolio views by date, sector or position for LP updates, risk reporting or internal review.

Ask Better Questions of Your Portfolio – Every Day

The Kroll Valuation Monitor helps teams answer practical questions that often emerge between formal valuation cycles:

  • Where are my marks today relative to last month or last quarter?
  • Which positions have moved the most since the last valuation cycle?
  • What is the spread trend across my portfolio over the past six months?
  • Which sectors are showing consistent compression or widening over time?
  • How does my current quarter-to-date compare against prior quarter levels?
  • Which individual positions show the largest deviation from a prior period?

Part of Kroll Private Capital Markets Platform

The Kroll Valuation Monitor is part of the Kroll Private Capital Markets Platform. Built on the same technology used every day by Kroll’s valuation experts, the platform helps firms capture, manage and analyze investment data at scale to support timely, accurate and auditable valuations across private portfolios.

 

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Developed Through Kroll Labs

Kroll Labs is Kroll’s early-access program for new PCM platform capabilities. Select clients receive access to supported pre-release functionality and a direct feedback loop with the product team, helping shape capabilities before broader availability. To get involved and guide the future of our platform, contact your relationship manager.

 

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Frequently Asked Questions

The Kroll Valuation Monitor is a portfolio monitoring capability that helps private markets teams track valuation trends and mark movement between formal valuation cycles. It provides daily refreshed inputs, period-over-period comparison and exportable views for internal review, LP updates and risk reporting.

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