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FVC2416. General Valuation Techniques Utilizing AI: Valuation Model Selection; Data Sourcing and Cleansing

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
Session Tags
Valuation