Skip to content Optimize your financial strategy and secure long-term success with Advisory Corp’s Investment Portfolio Valuation Services, designed to guide you through complex financial landscapes.
Our expertise lies in offering detailed valuations to support strategic planning and investment growth:
Portfolio Diversification Strategy: Advisory Corp helps diversify investments to protect against market volatility, ensuring a balanced and resilient portfolio.
Our private equity portfolio valuation services offer in-depth analysis of asset performance and market positioning, helping businesses unlock their portfolio’s true potential. We assist corporate clients in formulating robust corporate portfolio strategies, aligning assets with long-term financial goals.
Our team of seasoned analysts brings specialized expertise to every valuation, ensuring precision and depth.
We customize our valuation services to meet the specific needs of your portfolio, considering all asset classes.
Utilizing advanced methodologies, we conduct thorough analyses including performance, risk, and market trends.
We provide realistic financial projections and analyses to guide your investment decisions.
Our services are delivered within agreed timelines, enabling confident and timely decision-making.
Our reports are detailed and professionally presented, highlighting key value propositions and opportunities for growth.
Our team of former Big 4 consultants is the backbone of Advisory-Corp’s success. Each member brings exceptional expertise in Strategy, Feasibility Studies, Valuation, and Due Diligence, ensuring that we provide our clients with the highest level of insight and solutions.
Director Strategy Consulting
Director Finanical Advisory
Managing Director Advisory
Director Public Consulting
Director Advisory
Director Advisory
At Advisory Corp, we specialize in providing advanced portfolio valuation services for private equity, investment portfolios, and the real estate sector. Our tailored solutions enable clients in Saudi Arabia and beyond to make informed decisions that optimize returns and mitigate risks.
We offer comprehensive evaluations across various asset classes, ensuring your portfolio's worth is precisely assessed.
Gain critical insights with our performance analysis, risk assessment, and market trends evaluation.
Tailored to align with your specific investment goals and portfolio requirements.
Portfolio valuation has to be repeatable, not just accurate once. We work to a defined process so every reporting cycle is consistent, comparable and traceable back to source.
We start with the full inventory: holdings, ownership percentages, entity structures, asset classes and reporting dates. We review shareholder agreements, fund documents and any existing valuation reports, then agree the basis of value, the valuation date and the reporting requirement driving the exercise, whether that is IFRS fair value reporting, LP reporting, a regulator or an internal board review.
Each holding is analysed on its own terms. Operating companies are assessed on historical and forecast performance, sector position and comparable transactions. Real estate holdings are assessed on income, occupancy, lease terms and market evidence. Listed positions are marked to observable prices. Non performing or distressed holdings get individual treatment rather than a blanket assumption.
We value each holding using the appropriate approach, income, market or asset based, then consolidate to a portfolio level fair value and net asset value. Discounts for lack of control and lack of marketability are applied and justified where the facts support them. Concentration, sector exposure and sensitivity to key assumptions are quantified so you can see where the value is really sitting.
You receive a portfolio valuation report with the consolidated position, asset level schedules, methodology, assumptions and sensitivity analysis, ready for auditors, unitholders or your board. Where you need periodic reporting, we set the exercise up so subsequent cycles run on the same basis, which makes each period genuinely comparable to the last.
For decades, we’ve partnered with visionary investors and their portfolio companies to unlock exceptional value through disciplined financial strategy and execution. Our client-focused approach has helped businesses transform their financial operations and achieve sustainable growth across diverse market conditions.
It is the independent assessment of the fair value of everything a portfolio holds, consolidated into a single reported position. Our clients are private equity and venture funds reporting to limited partners, family offices and holding companies reporting to shareholders, real estate funds and REITs with regulatory reporting obligations, and corporates carrying investment portfolios that need annual fair value support for their financial statements.
Private operating companies and minority stakes, real estate assets and development land, listed equities and fixed income, fund and co investment positions, joint venture interests, and intangibles held within portfolio entities. Mixed portfolios are the norm rather than the exception, and each class is valued on the methodology appropriate to it rather than forced into one model.
Valuers practising in the Kingdom must be accredited by TAQEEM, the Saudi Authority for Accredited Valuers. For funds specifically, the Capital Market Authority requires that evaluators named in the Real Estate Investment Funds Regulations hold TAQEEM membership, and since January 2016 valuation reports submitted for a fund offering or for valuing a fund’s assets are not accepted unless prepared by TAQEEM members. Under those regulations, real estate fund assets are typically valued on the basis of two independent evaluations rather than one. We scope every fund engagement against the specific requirement that applies to it.
Funds with reporting obligations usually run quarterly or semi annual cycles, with a full annual valuation supporting the audited financial statements. Family offices and holding companies commonly run annually, with interim updates when something material happens: an acquisition, a disposal, a financing event or a sharp move in the market. Revaluing on a fixed cycle is what makes performance comparable across periods.
Most portfolio value sits in assets that do not trade. For those we apply the income approach, discounting forecast cash flows at a rate that reflects the specific risk of that holding, cross checked against comparable company multiples and recent transactions in the same sector. Where the stake is a minority position without control, discounts are applied and the reasoning is documented rather than asserted.
A single cycle typically takes three to five weeks depending on the number of holdings and how ready the data is. We need the portfolio schedule with ownership percentages, financial statements or management accounts for each holding, shareholder and fund agreements, any recent transaction or financing evidence, and prior valuation reports where they exist. First cycles take longer than subsequent ones, since the structure only needs building once.
Optimize your financial strategy and secure long-term success with Advisory Corp’s Investment Portfolio Valuation Services, designed to guide you through complex financial landscapes.
Our team of former Big 4 consultants is the backbone of Advisory-Corp’s success. Each member brings exceptional expertise in Strategy, Feasibility Studies, Valuation, and Due Diligence, ensuring that we provide our clients with the highest level of insight and solutions.
Driven by a commitment to excellence, our consultants work collaboratively, combining global perspectives with deep local market knowledge. Together, we create tailored strategies that help businesses thrive, driving growth and success across Saudi Arabia and the GCC.
Director Finanical Advisory
Managing Director Advisory
Director Public Consulting
Strategy & Project Management
At Advisory Corp, we specialize in providing advanced portfolio valuation services for private equity, investment portfolios, and the real estate sector. Our tailored solutions enable clients in Saudi Arabia and beyond to make informed decisions that optimize returns and mitigate risks.
We offer comprehensive evaluations across various asset classes, ensuring your portfolio's worth is precisely assessed.
Gain critical insights with our performance analysis, risk assessment, and market trends evaluation.
Tailored to align with your specific investment goals and portfolio requirements.
Our team of seasoned analysts brings specialized expertise to every valuation, ensuring precision and depth.
We customize our valuation services to meet the specific needs of your portfolio, considering all asset classes.
Utilizing advanced methodologies, we conduct thorough analyses including performance, risk, and market trends.
We provide realistic financial projections and analyses to guide your investment decisions.
Our services are delivered within agreed timelines, enabling confident and timely decision-making.
Our reports are detailed and professionally presented, highlighting key value propositions and opportunities for growth.
Our expertise lies in offering detailed valuations to support strategic planning and investment growth:
Portfolio Diversification Strategy: Advisory Corp helps diversify investments to protect against market volatility, ensuring a balanced and resilient portfolio.
Our private equity portfolio valuation services offer in-depth analysis of asset performance and market positioning, helping businesses unlock their portfolio’s true potential. We assist corporate clients in formulating robust corporate portfolio strategies, aligning assets with long-term financial goals.
Keeping track of your investments is essential for long-term success. Our portfolio monitoring services provide continuous evaluation of portfolio performance, ensuring alignment with your financial objectives. With Advisory Corp, you receive actionable insights that empower smarter investment decisions and maximize portfolio value.
With a proven track record in investment monitoring and strategic advisory, we combine expertise with regional insights to deliver unparalleled service. Whether you’re managing a real estate portfolio or diversifying your corporate assets, Advisory Corp is your trusted partner in achieving financial excellence.
Explore the full potential of your portfolio with Advisory Corp’s advanced portfolio valuation and management strategies
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