Private & Public Markets
Streamline and Scale Your Investment Operations
Evalueserve delivers integrated intelligence and research support for public/private equity firms across the investment lifecycle. Powered by purpose-built AI agents within an agentic framework, our solutions combine automation and advanced analytics to streamline workflows, reduce inefficiencies, and align with your deal and portfolio strategies.
In today’s fast-paced market, partnering with us lets your teams leverage AI-assisted insights while focusing on value creation, capital deployment, and investor relations. Our AI agents, working alongside domain experts, handle market research, due diligence, portfolio monitoring, and competitive analysis with accuracy and sector context.
Our technology-enhanced managed services blend human expertise and scalable AI to reduce friction, mitigate risk, and empower your team to act quickly and confidently on strategic opportunities.
Our Support
Asset Classes
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Equity
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Fixed Income
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Structured Products
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Derivatives
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Project Finance/CRE
Our Services
End-to-End Investment Operations Support
Trade Operations
- Capture & Validation
- Payment Processing
- Ledger Management
- Pre/Post Trade Settlement
- Matching & Confirmation
- Reconciliation
- Risk & Compliance
Middle-Office Operations
- Client Reporting
- Product Support
- Risk Management
- CLO Trustee & Administrative Services
- Performance Attribution & Reporting
- Data Control & Reconciliation
Back-Office Operations
- Fund Accounting Support
- Corporate Actions Support
- Transfer Agency Support
- Data Mining Services
- Transaction Processing
- Documentation Verification
- Admin Support
- Catalog Management
- Shadow Accounting
Other Investment Operations
- Data Analytics
- KYC/Document Verification
- Financial Spreading
- Treasury Operations
- Dashboarding & Reporting
- Regulatory Reporting
- FP&A (Financial Planning and Analysis)
Related Resources
Optimize Your Outcomes
Private Equity Monthly Newsletter – Jun 2025
This edition highlights private markets’ rebound in Q1–Q2 2025, growing momentum in infrastructure and private credit, and ESG’s deeper integration into PE strategies.
Private Equity and Venture Capital Bullishness on EV Industry
Discover the factors driving private equity and venture capital firms’ interest in the EV industry, including surging demand, policy environment, and tech advancements.
6 Reasons Why Private Credit is the Future
Despite rising inflation and tightening credit measures, private credit is expected to remain strong. Discover 6 reasons why private credit is the future.
Generative AI – The Next Big Leap in Financial Services – Research & Analytics
This paper explores the applications and challenges of GenAI, highlighting its potential for creative content generation and the need for ethical considerations. It provides insights into leveraging GenAI for business growth while ensuring responsible implementation.
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