Hong Kong SAR and Singapore, 30 September 2026 – Valtech Valuation has strengthened its workflow for large-scale portfolio valuation, significantly expanding the size of portfolios it can value within a single engagement.
Until recently, Valtech’s valuation team regarded a portfolio of 15 to 20 equity investments as a large-scale engagement. Today, through an enhanced internal system, a well-trained and experienced valuation team, and AI support in research and financial analysis, Valtech can take on portfolios of 50 to 100 equity investments while maintaining the quality, consistency and turnaround its clients expect.
Technology that supports, professionals who decide
The expanded capability is not built on full automation. AI tools help the team gather market and company information faster, organise financial data and run analysis across a large number of holdings. Every stage of the process, however, is closely monitored and handled by an experienced CFA and CPA-led team, who review the inputs, challenge the assumptions and take responsibility for each valuation conclusion.
Built for IPEV and IFRS 9 compliance
Each engagement is carried out in compliance with the International Private Equity and Venture Capital (IPEV) Valuation Guidelines and IFRS 9 Financial Instruments and IFRS 13. The market approach is used comprehensively across the portfolio, drawing on comparable listed companies and relevant market transactions, with valuations calibrated to observable evidence so that each fair value conclusion is well supported and consistently applied from one holding to the next.
This approach allows fund managers and administrators to obtain a consistent, well-documented valuation across their entire portfolio in one engagement, rather than splitting the work across multiple providers or reporting cycles. Deliverables remain transparent, easy to review and ready for auditors and regulators.
Growing recognition from investment funds
The enhanced capability has helped Valtech earn increasing recognition and support from investment funds domiciled in the Cayman Islands and other jurisdictions, particularly those holding diversified portfolios that require regular fair value reporting.
“Fund managers need valuations that are consistent across every holding, compliant with IPEV and IFRS 9, and able to stand up to audit scrutiny. By pairing AI-assisted research with hands-on review by our CFA and CPA team, we can now deliver that at a scale of 50 to 100 investments without compromising on professional judgement.” – Max Tsang, Director of Valtech Valuation
About Valtech Valuation
Valtech Valuation is an independent valuation advisory firm based in Hong Kong SAR and Singapore. It provides business, assets and financial instruments valuation services to listed companies, multinational corporations and startups across Hong Kong SAR, Singapore, the Asia Pacific region and the United States. Valtech integrates technology and AI into its modelling process while keeping qualified professional valuers fully accountable for every opinion. Its deliverables are designed to be transparent, easy to review and ready for auditors and regulators. The Valtech team holds qualifications including CPA, CFA, FRM, MRICS, CVA (Singapore), ABV (AICPA) and China Certified Public Valuer.
For more information, visit https://valtech-valuation.com or https://valtech-valuation.sg
