What is the IPEV framework and why is it important?

The International Private Equity and Venture Capital Valuation Guidelines provide globally accepted standards for valuing private investments, ensuring audit defensibility and investor confidence.

Are your valuations audit-compliant?

Yes, our valuations are designed for audit readiness using methodologies that hold up under scrutiny from top-tier auditors globally.

Can you handle complex capital structures like convertibles or preference shares?

Yes, we build fully diluted cap tables, waterfall models, and use option pricing or backsolve methods for hybrid or structured instruments.

Do you offer recurring quarterly valuations?

Yes, we support funds and family offices with quarterly or semi-annual NAV updates including valuation memos and summary dashboards.

What formats do you deliver?

We provide full Excel models, detailed valuation memos in Word or PDF, and summary packs for internal and investor communication.

Can you help us prepare for a fund audit or LP inspection?

Yes, we offer valuation defensibility reviews, audit preparation, and LP presentation support.

How are you different from big audit or fund admin firms?

We offer tailored, investor-centric service with senior team involvement and full flexibility, unlike automated or black-box valuations.

Portfolio Valuation Services | Platform 01 Consulting

Portfolio Valuation Services

Valuations That Withstand
Global Scrutiny

Portfolio valuation isn't just about numbers — it's about defending those numbers with logic, methodology, and credibility.

At Platform01 Consulting, we specialize in providing independent, high-integrity portfolio valuations for investors, private equity funds, venture capital rms, sovereign wealth entities, and family oces operating in the UAE and Saudi Arabia.

Our valuation approach is anchored in the globally accepted International Private Equity and Venture Capital Valuation (IPEV) Guidelines, ensuring transparency, consistency, and defensibility — whether you're reporting to LPs, auditors, or regulators.

We go beyond templates. We deliver institutional-grade valuation insights, tailored to the complexity of your portfolio — from high-growth startups to late-stage private companies and illiquid assets.

Mustafa Nadeem, CFA

Managing Director
Consulting

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Portfolio Valuation Services Team

With a team of former investment bankers, corporate strategists, and private equity professionals, we bring a practitioner's mindset to every deal

Ali Shah Khawaja

Senior Manager
Strategy & Advisory

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Shwetabh Sameer, CFA

Senior Practitioner and SME
Technology & Venture Capital

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Shafi Akhund, FMVA

Senior Consultant
Strategy & Advisory

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Why Platform01 for Portfolio Valuation?

Gold Standard Quality

Our valuations are audit-ready, IPEV-aligned, and defensible in front of investment committees, auditors, and regulators globally.

Region-Specific Expertise

Deep knowledge of GCC markets, valuation norms, investor requirements, and regulatory environments in Saudi Arabia and the UAE.

All Stages, All Sectors

From seed-stage venture investments to multi-asset private equity portfolios, we support diverse investor types and deal structures.

Robust Methodologies

We use DCF, market comparables, precedent transactions, option pricing models, and scenario analysis — customized per asset.

Strict Confidentiality

Our work is governed by the highest standards of professionalism, objectivity, and discretion.

Our Credentials

Decades of experience. Billions in advisory value.

We've developed business plans across industries including tech, F&B, fintech, logistics, real estate, and industrials—covering diversification, EMEA expansion, joint ventures, and debt financing.