Skip to main content

FVC2416. Techniques Utilizing AI for Valuation of Private Companies

This presentation will cover advanced techniques related to the valuation of private assets, specifically equity in private companies that are venture capital- or private equity-backed. It will describe several strategies to price illiquid assets when no recent observable transaction prices are available. 

Topics covered include the following:

  • Business use cases for utilizing technology in the valuation of private assets
  • Data strategy for pricing of private company valuations
  • Using AI technology to enhance traditional methodologies to provide real-time private company valuations
  • Overcoming current limitations to the use of AI
  • Creating an audit trail
  • Use of attribution of factors that influence the change in value
  • Confidence intervals in AI-generated valuations


Learning Objectives:

  • Identify appropriate strategies for valuing illiquid assets.
  • Identify relevant technologies and data strategies when valuing private companies.
  • Determine when AI may assist with the valuation process.
Date/Time
CPE Credits
1.5
NASBA Field of Study
Specialized Knowledge
Level
Intermediate
Prerequisites
3-4 years in the profession
Advanced Preparation
None
Session Tags
Valuation