Advisory for private capital

Robust & reliable private market solutions

Verified Metrics provides institutional-grade advisory services to private capital markets. PE, growth equity, and private credit firms hire us to gather data, underwrite deals, mark portfolios, and produce LP reports for >$30bn of assets annually.

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Companies verified2,000+
Client retention>90%
Assets supported>$30bn
Trusted by established & emerging fund managers
Abound Capital OMVC Pershing Ventures Bridges Fund Management
Our services

Professional services delivered by qualified experts using the most advanced technology available.

01

Portfolio Valuation

An integrated solution including audit-approved end-of-year valuation, model building, and mechanical support for in-house quarterly marks.
02

Integrated Due Diligence

Source-system financial due diligence. We reconcile the CIM against bank-verified actuals, so you find the gaps in week one, not week five.
03

Model Validation

Independent recalculation of the entire workbook, with returns math verified and findings ranked by their impact on returns.
04

AI Technology Advisory

Enterprise-grade AI deployed entirely inside your perimeter: on-premise servers and open-weight models for privacy & security focused investors.
05

Board & Director Support

A director's duty of care is personal. The support behind it usually isn't there.
06

Corporate & Financial Reporting Valuations

Close an acquisition and a purchase price allocation comes due. Grant share awards and each tranche needs a fair value.
01Portfolio Valuation
Verified Data Room

The data room built for AI

The only data room that can proactively collect accurate, realtime data from ERPs and major banks.

Selling or raisingFor sellers Start free Running diligenceFor transaction advisors Request a demo
Accounting systems and banksData roomReview and reporting
“To say that switching to Verified Metrics has been game-changing is an understatement. Our underwriting capacity has over tripled since then.”
Tor Trivers CIO, Pershing Ventures
Success stories

How PE, growth equity, and private credit firms use Verified Metrics to close deals faster and improve their audit and compliance workflow without hiring.

Client stories
Financial due diligence

Betatron

Verified Metrics acted as financial due diligence advisor to Betatron, giving the investment team an independent, source-verified read on the target's financials ahead of close.

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Financial due diligence

Abound Capital

Verified Metrics provided financial due diligence for Abound Capital, underwriting the target's numbers from source data so the team could move to close with confidence.

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Data room

Pershing

Verified Metrics' data room let Pershing move from diligence to close in under 30 days, proactively collecting accurate, real-time data straight from the target's systems.

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Verified Insights

Practitioner guidance from the Verified Metrics team on valuation, financial due diligence, and audit-ready reporting for private capital.

Verified InsightsBlog
Portfolio valuation

Portfolio Valuation for Venture Capital Funds

Best practices for marking a venture portfolio at fair value under US GAAP and IFRS, applying the IPEV Guidelines, for quarterly reporting and the year-end audit. By Ray Wyand
Article

The Essential Guide to Due Diligence in M&A

Learn about the types of due diligence, key areas to assess, how it impacts deal price, and other aspects that are crucial to your merger and acquisition.
Article

Features of Virtual Data Rooms

The best virtual data room also lives and dies by its document management capabilities, they provide robust controls over documents to facilitate secure collaboration.
Glossary

Why Operating Working Capital Matters

Operating Working Capital signifies the short-term measurement in which a company's current liabilities are defined during its day-to-day operations.
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See it on your own deal

A live data room, your documents, thirty minutes, walked through by a senior practitioner.

Pick a time that suits you and we’ll walk through Verified Metrics on your own deal. No prep required.

Book a consultation Prefer email? sales@verifiedmetrics.com

A 30-minute walkthrough

See Verified Metrics on your own deal. A working data room and the numbers behind it, walked through by a senior practitioner, not a sales script.

Source-connected from day one

Connect QuickBooks, Xero, NetSuite, or upload Excel. Every transaction extracted automatically and reconciled to the bank.

Investor-ready output

Every number is sourced, every output is traceable, and every report is investor-ready.

A 30-minute walkthrough on your own deal. Book a consultation
Book a consultation

A 30-minute walkthrough on your own deal.

Walked through by a senior practitioner, not a sales script. Two details and a time is all we need.

Help us prepare (optional)
Deals per year
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We never ask for target company data before the call.

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Prefer email? sales@verifiedmetrics.com