Your Challenges
When mandate management becomes a risk
Mandate management engages your responsibility. These risks can weaken the consistency of the file, slow down revisions, and unnecessarily expose the professional in case of dispute or incomplete payment.
Late or incomplete client documents
Critical exchanges scattered in emails
Implicit or undocumented assumptions
Revision cycles that generate rework
Report delivered before full payment
No clear audit trail in case of dispute
The Solution
A reference platform to manage your valuation mandates
Valgram structures the management of your valuation mandates from end to end, in continuity with your practice, for a smooth and centralized collaboration within a secure and defensible framework.
Benefits and Features
The 5 structural foundations of valuation with Valgram
Valgram doesn't replace your tools or your professional judgment. It structures everything around the valuation: processes, exchanges, documentation, payment, and governance.
Structured client communications
Centralize requests, clarifications, and follow-ups in a secure portal, linked to the mandate.
Secure management of sensitive documents
Collect, organize, and control access to financial documents, without relying on emails.
Scope, assumptions, and revisions under control
Frame key steps, important assumptions, and internal validations.
Payments and controlled report delivery
Collect deposits and condition the delivery of the final report to compliance with payment terms.
Internal knowledge library
Keep assumptions, reasoning, and internal guidelines to reuse from one mandate to another.
Our Approach
Designed by and for valuation professionals
Designed for valuation firms and independent valuators, Valgram aligns with the requirements of tax, transactional, and litigation mandates, where professional responsibility is high.
Designed for valuation practices
- Independent valuators
- Boutique valuation firms (2 to 10 professionals)
- High-responsibility mandates
Sensitive and structuring mandates
- Tax contexts
- Transactional mandates
- Litigation files
Explore how Valgram applies to your mandates
Security at the heart of Valgram
A defensible mandate is a structured mandate
Professional valuation practices require clarity of scope, transparency of assumptions, and documentation of professional judgment. Valgram supports this structuring without automating the valuation or intervening on the conclusions.
Valgram does not automate valuation conclusions.
Valgram does not impose compliance checklists.
Valgram supports professional judgment, without ever replacing it.
Professional Alignment
Committed to the valuation profession
Valgram evolves in close connection with the professional practice of valuation.
The platform is designed and adjusted taking into account:
- the evolution of practices,
- governance frameworks
- requirements associated with high-responsibility mandates.
This approach is based on participation in industry exchanges and events, including the annual congress of the CBV Institute.
Integration into your practice
How Valgram integrates into your way of working
Professional valuation practices require clarity of scope, transparency of assumptions, and documentation of professional judgment. Valgram supports this structuring without automating the valuation.
Set up the mandate
- objective,
- scope,
- roles,
- payment
Collect the deposit
according to the defined terms.
Collect documents
and centralize exchanges.
Work as usual
in Excel and Word.
Deliver the final report
once payment is completed.
Set up the mandate
- objective,
- scope,
- roles,
- payment
Collect the deposit
according to the defined terms.
Collect documents
and centralize exchanges.
Work as usual
in Excel and Word.
Deliver the final report
once payment is completed.
Explore the integration of Valgram into a valuation mandate
Integration into your knowledge
Transform experience into institutional knowledge
Knowledge stays in the firm, not in email inboxes or individual memory. Each mandate reinforces future practices.
Valgram preserves what underlies decisions:
- Successive versions of documents
- Structured exchanges linked to the mandate (clarifications, requests, follow-ups)
- Assumptions formulated during the mandate
- Internal reasoning leading to key decisions
- Validation points and internal approvals
- History of comments, revisions, and validations
- Reusable templates and work frameworks from the firm
FAQ
All your questions.
Precise answers.
Does Valgram replace Excel or Word?
No.
Excel and Word are used to produce the valuation and the report. Valgram structures the mandate management around these tools.
Does Valgram automate the valuation?
No.
Valgram does not automate hypotheses, reasoning, or conclusions. Professional judgment remains entirely the responsibility of the valuator.
What is Valgram for if the valuation is already done in Excel?
Valgram steps in where Excel falls short:
document management, client exchanges, internal revisions, decision traceability, and controlled report delivery.
Does Valgram really reduce administrative burden?
Yes.
Communications, documents, and follow-ups are centralized at the mandate level, limiting dispersion in emails and coordination tasks.
How does Valgram help make a mandate defensible?
By structuring the mandate scope, hypotheses, revisions, validations, and decision history. This provides a clear trail in case of dispute or review.
Does Valgram help avoid awkward payment situations?
Yes.
Final report delivery can be conditional on compliance with payment terms defined in the mandate.
Is Valgram suitable for sensitive mandates (tax, litigation, transaction)?
Yes.
Valgram is designed for high-responsibility mandates where rigor, security, and traceability are essential.
Does Valgram impose checklists or standards?
No.
Valgram provides a structured framework without imposing any method or compliance checklist.
You've seen the essentials.
Let's talk about your mandates.
