An independent and premium buy-side reporting service.
— Beat C. (private equity firm)
Continuous financial monitoring without the hassle.
— David P. (private investor)
It makes governance of illiquid assets easier.
— Richard Q. (family foundation)
 
 
 
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Online, visual, interactive & mobile.

 
 
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A FRAMEWORK TO GOVERN and trust

 

Access to insights without asking.

You cannot manage what you cannot see or understand. Blind spots can slow or ruin your business. Valmetrics empowers you to ask and answer deep questions precisely and in real time. It trades complexity for clarity and empowers you to manage risks and opportunities. Less risk, more opportunities is your pathway to value creation.

 

Monitor your Value At Risk and Net Asset Value.

Your forecasts are the most important metrics in your business because they determine your operating model and its predictability. Valmetrics combines industry, financial and data expertise to help you predict your revenues and cash flows. Now you can make forecasts that your backers and strategic partners will buy.

 

Align interests and develop trust.

Whether you need to move a project forward, reassure prospects on potential risks or win a tender, a good financial communication is a key factor of success. Valmetrics champions the use of finance as a marketing tool to transform your financial planning into a selling asset and make the difference over the competition.

 
 

Achieve a single source of the truth.

A critical issue to solve in serious businesses is the fragmented nature of data. Valmetrics integrates all your technical, economic and financial data without changing your IT systems. It empowers everyone to look at the same information, eliminating a significant amount of uncertainty and enabling better decision making. 

 

Deliver the right data to the right audience.

Different stakeholders expect to receive different information. Valmetrics delivers the right data to the right audience so that all stakeholders can access and understand what is paramount for them (and only that). It is Reporting-As-A-Service where everyone can reach the desired level of understanding and get actionable insights fast. 

 
 
 
 
 

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what set us apart

 
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A metrics-driven approach

Valmetrics works on two information levels: data to understand the details of each business/project and metrics to focus on what matters most. A metrics-driven approach makes value creation simple, tangible and powerful.

Once you know your key metrics, you know at a glance where you stand against your goals, industry peers and stakeholders’ expectations. Also, you can easily set objectives, drive the business to achieve them and reward your team accordingly.

 
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modeling power under the hood

To turn data into metrics and after that value drivers, one needs first to build accurate data models. It is a preliminary step to simulate/optimize business and discover its main value drivers.

Valmetrics masters both two-dimensional (spreadsheet) and multi-dimensional (hypersheet) modeling. The latter is ideally suited to model and plan the most ambitious projects. Also, it lets decision-makers consume readily intelligence regardless of the level of complexity.

Check out tableur.com, our proprietary tool for multidimensional modeling.

 
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REPORTING MADE BEAUTIFULLY

Our brain processes visual images 60'000 times faster than text or raw data. Mastering data visualization is therefore essential to make efficient and compelling reporting.

Valmetrics turns your data and metrics into clear and meaningful visualizations for you and your audience. Dynamic and collaborative dashboards will let you experience the best of reporting and avoid the hurdle of email overload. 

 
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independent Financial Analyst

You are not alone. A senior financial analyst - with an external and independent view- looks at your metrics on a regular basis, analyzes them and comments them. He guides you to structure your investment, monitor your goals and optimize your Net Asset Value.

If required, Valmetrics can locate and work with external industry/technical experts having an in-depth knowledge of your technology, market or business. 

 
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data security & FLExibility

Data security is paramount for us. This is why we offer several options to best fit your security requirements: public cloud, private cloud (with custom security level and location) or on-premises. 

By default, all your data are safely hosted in one of our Swiss-based data centers. They are protected by the Swiss Federal Data Protection Act (DPA) and the Swiss Federal Data Protection Ordinance (DPO) which offers some of the strongest privacy protection in the world

 
 
 

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CASE STUDY: INFRASTRUCTURE

 
 

Worldwide population is growing by 10'000 persons each hour. Every one of these people needs infrastructure: accommodations,  energy, transport, telecommunication, education. It represents a global capital requirement estimated at USD 60 trillion (including USD 26 trillion just in Asia). States, international banks, technical experts are working together to meet these needs.

Valmetrics helped the State of Geneva assess 3 major long-term projects in the field of Energy (heat district networks). Those projects involved both private and public players with different levels of understanding and knowledge. They were various technical, academic, financial experts collaborating to manage long-term risks. Project horizons were over 30 years with multiple possible scenarios, and the modeling included 3 layers of complexity: technical data, economic data, and financial data. 

Valmetrics' main contribution was to manage and transform this complexity to make the projects readable and understandable by all parties. All the projects were financed and are now up and running.

 
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deal

 
 

You own your data, always.

You provide data. We enhance them.
Our primary goal is to protect your data, integrate, cleanse and normalize it. Then, we set up a process so you can update and enrich it on a regular basis. You always keep full ownership of all of your data and can access it anytime securely.

 

 

We own our models, always.

You manage your business. We model it.
Your data is the raw material from which we can extract intelligence and metrics. To do that, we prepare, structure, model and present your data in a custom and meaningful way. Although we keep ownership of our models, we guarantee full transparency on them.

 

 

You pay a fraction of the cost.

We combine the best technologies with expertise in business, finance and data management to offer a premium service similar to a benchmarking or FP&A department. And we can do it at a fraction of the cost you would typically pay.

Our pricing is based on a subscription model and depends on each need and goals of our customers. The onboarding costs are on us; You can test the service without commitment and start paying only when it is ready-to-use. Feel free to contact us for more information.

 
 
 
 
 

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our customers include :

 

Board members, executives, project managers, entrepreneurs, investors and advisors.

 
 
 
 
 

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Hi there!

Financial Governance should not be complicated nor boring - even when it comes to govern highly complex projects. I see just the opposite. It can be used as an easy-to-use tool to build trust and make ambitious projects possible. If you can think this way, I promise that Governance will become your unfair advantage in everything you do!

Best, Pat Ben (founder)

 
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"let's make governance your unfair advantage."

- Pat Ben

 
 

#valuationmetrics #risksmonitored #unfairadvantage