Personalized Solutions Through True Partnership

Whether working with private wealth or institutional clients, we treat every engagement as unique, putting a human touch into everything we do.

Our partners, our people, and even our processes embody a bespoke approach, because we believe nuance matters. Numbers have context and every detail requires intimate understanding.

Our comprehensive, customized offerings are rooted in true partnerships with our clients, reflecting a depth of knowledge and an unwavering commitment to precision-driven, personalized solutions.

Independent Valuation Solutions: Tailored Insights from Strategic Decisions to Reporting

At Valora, we unlock value with precision, helping our clients identify and analyze every aspect of their holdings.

Our valuation experts combine deep market insight with sophisticated methodologies to reveal true value across financial reporting, asset and business valuation, and corporate strategy. We provide tailored solutions across all asset classes, including private equity, real estate, debt, and complex securities, to help guide our clients’ decision-making with confidence.

Offer a personalized and custom approach to:
  • General purpose business and asset valuations
  • Financial reporting valuations (ASC 820 / IFRS 13)
  • Capital raising equity pricing
  • Exit planning valuations
  • Partner redemption value determination
  • Portfolio net asset value calculations
  • Transaction valuation analysis and support
  • Stock-based compensation pricing
  • Buy-sell agreements appraisals
  • Impairment testing
  • Valuation policy development
  • Valuation software implementation and management
  • Additional custom valuation solutions reflecting unique client needs
Precision Performance Management: Optimizing Value, Compliance & Strategic Impact

Our performance management approach empowers leadership to critically assess results, drive value creation, and report findings using rigorous measurement and analytical tools that effectively evaluate business value.

We provide precise metrics and in-depth analysis to optimize investment outcomes while ensuring compliance for regulatory and financial reporting. Additionally, we analyze performance for institutions looking to share updates, inform decisions, and even fundraise. No matter the partner type, our hands-on, deep-work approach consistently delivers rigorous insights and alignment.

Bottom line: our comprehensive performance management services bring stakeholders together to optimize investing decisions, enhance overall value, and meet compliance requirements.

Offer a personalized and custom approach to:
  • Long-term incentive program design, implementation, and administration
  • Strategic asset allocation support
  • Portfolio and asset performance calculations
  • Financial reporting and other compliance performance estimation
  • Scenario based return models and sensitivity analysis
  • Performance management system implementation
Streamlined Accounting & Administration, Wherever You Grow

Valora provides global, high-quality accounting and administrative support for international as well as local operations, tailored to what works best for our clients as their needs grow.

We streamline our clients’ financial processes, from day-to-day needs, to broader GAAP/IFRS-compliant statements, always looking to optimize performance. Our team ensures compliance with corporate reporting standards in any jurisdiction, giving our clients seamless service no matter where they operate, today, and in the future.

Offer a personalized and custom approach to:
  • Bookkeeping & day-to-day accounting
  • Bank account reconciliation
  • External accounting records review
  • Financial reporting
  • Audit coordination and support
  • Tax analysis and review
  • Management reporting
  • Transactional support (disbursement process, payments, and collections)
  • Process documentation
Fund Services That Break the Traditional Mold

Valora provides a custom, white-glove approach to fund services. Our offerings stand above what’s usually seen in a fragmented market, bringing value to clients and allowing more capital to go to where every investor wants - more investments.

Our solutions extend beyond traditional fund services. Our team has been involved in all areas, from fund formation, to final liquidations and everything in between.

We are not traditional fund administrators. We’re more robust. Because we use all of the resources in our partnership – experience, network, and people - to ensure our clients can focus on what matters most.

Offer a personalized and custom approach to:
  • Financial reporting
  • Capital calls and distributions
  • Carried interest waterfall calculations
  • Treasury services support
  • Audit, tax, and legal support
  • Investor relations
  • Investor portal management
  • Liquidation services
  • Custom solutions to meet specific client needs
Global Entity Management — Seamless, Comprehensive, Customized

Valora offers seamless, cross-border support in corporate secretarial, fiduciary, and regulatory compliance services to help effectively manage and maintain entities worldwide.

As a privately owned, independent firm, we are free from conflicts of interest and jurisdictional bias, allowing us to work with top-tier partners and deliver optimal solutions.

Our client-centric approach coupled with deep industry expertise helps to forge trusted, long-term partnerships, tailoring our services to meet each client’s unique requirements.

Offer a personalized and custom approach to:
  • International regulatory compliance (AML/KYC, AEOI: FATCA and CRS)
  • Fiduciary services (e.g., trustee services, directorship services)
  • Entity incorporation and formation support. (Fully licensed by CIMA in the Cayman Islands)
  • Ongoing entity administrative maintenance support
  • Corporate secretarial services
  • Special Purpose Vehicle (SPV) management
  • Economic substance
  • Company redomiciliation
Solutions, Custom Crafted

At Valora, we believe in going beyond ‘one-size-fits-all’ solutions. Each client, investor, and engagement is unique and deserves a custom-tailored approach. Our solutions are meticulously crafted to fit the specific needs and circumstances of each client.

We achieve this by gaining a comprehensive understanding of the entire ecosystem impacting our clients, ensuring that we address their challenges holistically – not just in parts.

We stand firmly on their side of the table, always acting in their best interests. This commitment goes beyond fiduciary duty; it reflects our unwavering fidelity and fierce dedication to building enduring, authentic partnerships.

Offer a personalized and custom approach to:
  • Financial modeling services
  • Capital raising strategy and support
  • Due diligence and investment support
  • CFO services
  • Capital markets support
  • Transaction support (e.g., IPO, M&A)
  • Deal structure strategy and support
  • Valuation and Investment committee support
  • Education and/or team training
  • Additional bespoke solutions at client request
Reach one of
us personally
MIAMI CAYMAN ISLANDS DOMINICAN REPUBLIC RALEIGH LONDON