The Valuation Pulse

Name

First Last

Email [please provide if you would like to receive the sentiment tracker report]

Company Name

Which best describes your primary role?(Required)

Valuation professional (in-house)

Finance leadership (CFO, Controller, COO)

Investment / Portfolio Management

Risk / Compliance

Third-party valuation advisor (e.g. Kroll, Duff & Phelps)

Consulting or audit professional (e.g. Big 4)

Regulator or standards body

Other

What type of organization do you work for?(Required)

Private Equity firm

Private Credit / Direct Lending firm

Infrastructure / Real Assets manager

Venture Capital firm

Hedge Fund

Fund of Funds / Allocator / LP

Third-party valuation advisory firm

Consulting or audit firm

Regulatory or standards body

Other

How large is your organization by AUM (or AUM advised/reviewed if in an advisory role)?

Under $1bn

$1bn – $10bn

$10bn – $50bn

$50bn – $100bn

Over $100bn

Not applicable / advisory role

Where is your firm primarily based?

North America

Europe

Asia Pacific

Middle East

LatAm

Other / Global

Valuation Process and Demands

How confident is your firm in its ability to reproduce a historical valuation mark — with full supporting documentation — on short notice?

Not at all confident	Slightly confident	Neither confident nor unconfident	Very confident	Completely confident

How confident is your firm in its ability to increase valuation frequency today, without adding headcount?

Not at all confident	Slightly confident	Neither confident nor unconfident	Very confident	Completely confident

What is the current valuation frequency demand within your firm and/or clients?

Annually

Semi-annually

Quarterly

Monthly

On demand / continuously

Where does your valuation team spend the majority of its time?

Collecting and reconciling data

Building and maintaining models

Producing reports and commentary

Getting approvals and sign-offs

Exercising judgment on assumptions and comparables

AI and Technology in Valuation

To what extent is your firm currently using AI or automation in the valuation process? [1 = Entirely manual and spreadsheet-based; 10 = Fully digitalised, automated, and audit-ready]

1	2	3	4	5	6	7	8	9	10

Please share some more details:

How are you currently using AI in the valuation process?

Extract/Collect Data

Modelling

Scenario analyisis

Generate Reports/Templates

Other (please specify)

please specify:

How would you rate the overall maturity of your firm's valuation technology infrastructure today? [1 = Entirely manual and spreadsheet-based; 10 = Fully digitalised, automated]

1	2	3	4	5	6	7	8	9	10

How would you rate your level of comfort in utlising AI and tech in your valuation process? [1 = Very comfortable and highly confident; 10 = Not comfortable / confident in its use]

1	2	3	4	5	6	7	8	9	10

How would you rank order the following potential benefits of using AI in your valuation process valuation?

Increased efficiency
Improved accuracy
Cost reduction
Better data analysis

Are you in favor of the current pace of change in the adoption of technology, or are there concerns regarding valuation technology/uptake? [1 = Very concerned — the industry is looking to adapt too quickly; 10 = Very in favor — we are adopting new technology already and believe it is the way forward]

1	2	3	4	5	6	7	8	9	10

Future Valuation Drivers

How would you describe the direction of LP expectations around valuation transparency over the past 12 months? [1 = Significantly less demanding than a year ago; 10 = Significantly more demanding than a year ago]

1	2	3	4	5	6	7	8	9	10

What do you believe is the likelihood of regulatory changes / increases regulatory expectations around valuation governance over the next 2 years? [1 = Very unlikely — status quo will be maintained; 10 = Very likely — we expect there to be significant changes]

1	2	3	4	5	6	7	8	9	10

What is the single biggest barrier to advancing your firm's valuation technology maturity?

Budget and competing priorities

Integration with existing systems

Buy-in from investment or leadership teams

Lack of trust in automated outputs

Talent — we lack people who can bridge valuation and technology

We're actively advancing — barriers are largely behind us

Consent

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By ticking this box, I confirm that I understand and agree that my survey responses will be collected and used by the International Valuation Standards Council (IVSC) and 73 Strings for the purpose of analysing market sentiment on the use of AI and technology in the valuation process.

I understand that my responses may be used to inform a published sentiment tracker report and related communications by IVSC and 73 Strings. Any published findings will be presented in aggregated or anonymised form and will not attribute responses, comments, views, or sentiment to me or to my organisation without my separate permission.

I understand that any personal information I provide will be shared only with IVSC and 73 Strings for the purposes of administering, analysing, and reporting on this survey, and will not be shared with other third parties except where required by law or where necessary for secure technical administration of the survey.

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The Valuation Pulse – AI & Technology in Valuation Sentiment Tracker