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Value Advisors

Full company profile

uuid005jn7m

Namestring
Value Advisors
Legal namestring
Value Advisors Fund Services Sp. z o.o.
Company typeenum
Private
Founded yearint
2010
Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
11–50
akta.pro rankint
HeadquartersWarsaw, Poland
HQ citystring
Warsaw
HQ countrystring
Poland
HQ regionstring
Europe
Markets served

Serves global market

Offices2 records

Each record includes

City, Country, Type, Description, Source

Keyword5 values
investment fund valuation, financial asset valuation, valuation advisory services, financial model building, due diligence services
Industry2 codes
PRIMARYFSAEAHAA
Business Valuation (Private Company & Enterprise)
SECONDARYFSAEAHAB
Financial Reporting Valuation (ASC 820/805, IFRS 13/3)
NAICS code1 code
  • Portfolio Management and Investment Advice523940
SIC code1 code
  • Investment Advice6282
Product category
Financial Valuation Services
Social media profiles1 record
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model1 record
1Valuation & Advisory Services
TypeProfessional Services
Description

Professional valuation and consulting services for investment funds and financial institutions. Revenue generated through recurring valuation engagements, model verification projects, due diligence assignments, and audit support services.

valueadvisors.pl
Marketing channels2 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels2 records

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components4 values
Personnel, Operations, Marketing or Sales, Technology or R&D
Pricing details1 tier
1Custom professional services engagement
ModelOtherBilling cadenceMulti-year contract
Notes

Engagements are likely structured as multi-year retainer arrangements with recurring valuation cycles (quarterly/periodic) for investment fund clients.

valueadvisors.pl
GTM typeB2B
B2B
Offering typeServices
Services
Core offering1 text field

Value Advisors provides independent periodic valuation of companies, receivables, debt instruments, and non-standardized derivatives for investment funds, along with complementary advisory services including valuation verification, custom financial model building, financial due diligence, and audit support. The firm delivers fully documented valuation methodologies in editable/open-source formats, with all source data transferred to clients in standardized form for full auditability.

Differentiator
Functional benefit
Problem solved
Product overview1 text field

Value Advisors is a specialized financial valuation firm offering a unified suite of valuation services for investment funds and financial institutions. The portfolio comprises six interconnected service modules: Independent Periodic Valuation (cyclical valuation of companies and financial instruments for investment funds), Valuation for Management Purposes (strategic and operational value determination), Verification of Valuations and Financial Models (accuracy validation for depositaries and auditors), Building Financial Models (custom advanced financial model development), Financial Due Diligence (pre-investment financial analysis), and Audit Support (audit assistance with valuation calculation accountability). The company employs multiple valuation methodologies including DCF, market multiples, asset approaches, and specialized startup valuation methods, delivered through a structured methodology involving data collection, valuation execution, archiving, and stakeholder cooperation.

Product and service6 records
1Independent Periodic Valuation
CategoryValuation Services
2Valuation for Management Purposes
CategoryValuation Services
3Verification of Valuations and Financial Models
CategoryVerification Services
4Building Financial Models
CategoryFinancial Modeling
5Financial Due Diligence
CategoryDue Diligence
6Audit Support
CategoryAudit Services
Scale indicator3 records

Each record includes

Type, Value, Description, Source

Recent move4 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight4 records

Each record includes

Type, Description

Peers10 records
TypeBroad incumbent
Description

Mazars provides valuation, financial advisory, and audit-related services across Europe, including investment fund asset valuations and AIFM support. Comparable European mid-tier competitor with overlap into Poland and Luxembourg markets where Value Advisors operates.

2BDO
TypeBroad incumbent
Description

BDO's global Valuation practice offers independent business and intangible asset valuations, model reviews, and financial reporting valuations to investment funds and corporates. A mid-tier incumbent with similar service offerings to Value Advisors.

TypeDirect peer
Description

Valuation Research Group is an independent global firm specializing in valuation and financial advisory services to investment funds, fund managers, and financial institutions. Its core focus on independent periodic valuations for fund portfolios makes it a direct competitor in the same niche as Value Advisors.

TypeBroad incumbent
Description

EY's Valuation practice provides independent valuations, model reviews, and fair-value opinions for investment managers and asset owners. As a Big 4 incumbent, it is a scaled alternative to Value Advisors for institutional fund clients.

TypeDirect peer
Description

Houlihan Lokey is a global investment bank with a dedicated Valuation and Financial Opinions practice serving investment funds, corporates, and auditors. Its independent valuation and financial-modeling services overlap directly with Value Advisors' core offerings.

TypeDirect peer
Description

Stout is a global advisory firm offering valuation, financial reporting, and investment banking services, with a strong practice serving investment funds and private equity sponsors. Comparable in providing independent valuations, model reviews, and due diligence for institutional fund clients.

TypeBroad incumbent
Description

PwC provides valuation, modeling, and financial reporting services to investment funds and asset managers, including AIFM-related compliance support. Comparable in service scope but competes at a much larger scale and brand presence.

TypeBroad incumbent
Description

Deloitte offers a global valuation and modeling practice covering investment fund asset valuations, financial reporting fair value, and AIFM-related services. Competes with Value Advisors on larger cross-border mandates but with broader advisory capabilities.

TypeDirect peer
Description

Kroll is a global independent valuation, advisory, and risk-management firm with deep expertise valuing illiquid fund assets, private companies, and derivatives for investment managers and depositaries. It is the closest large-scale analog to Value Advisors' independent investment-fund valuation practice.

TypeBroad incumbent
Description

KPMG's Valuation practice serves investment funds, AIFMs, and corporates globally with independent valuations, model reviews, and fair-value opinions. As a Big 4 firm, it competes for the same institutional mandates Value Advisors serves but at broader scale and brand recognition.

Market position
Strengths5 records

Each record includes

Headline, Details, Source

Weaknesses5 records

Each record includes

Headline, Details, Source

Competitive moat4 records

Each record includes

Type, Details

Key risks6 records

Each record includes

Headline, Details, Source

Key highlights7 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Segment10 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile3 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Feature4 records

Each record includes

Title, Differentiator, Description, Source

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles1 record

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Value Advisors

Financial Valuation Servicesvalueadvisors.pl

Value Advisors firmographics

Firmographics
Name
Value Advisors
Legal name
Value Advisors Fund Services Sp. z o.o.
Website
https://valueadvisors.pl
Company type
Private
Founded year
2010
Operating status
Operating
Headcount range
11–50 employees
Ownership category
akta.pro rank

Value Advisors industry classification

Industry
Product category
Financial Valuation Services
NAICS
Portfolio Management and Investment Advice (523940)
SIC
Investment Advice (6282)
akta.pro industry
PRIMARYFSAEAHAA
Business Valuation (Private Company & Enterprise)
SECONDARYFSAEAHAB
Financial Reporting Valuation (ASC 820/805, IFRS 13/3)

Keywords

  • Investment fund valuation
  • Financial asset valuation
  • Valuation advisory services
  • Financial model building
  • Due diligence services

Where Value Advisors is headquartered

Location

Headquarters

HQ city
Warsaw
HQ country
Poland
HQ region
Europe

Offices2 records

Markets served

Value Advisors business model

Business model
GTM type
B2B
Offering type
Services
Cost components
Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

  1. Valuation & Advisory Services: Professional valuation and consulting services for investment funds and financial institutions. Revenue generated through recurring valuation engagements, model verification projects, due diligence assignments, and audit support services.

Pricing tiers

ModelBillingPrice
OtherMulti-year contractCustom professional services engagement

Go-to-market motion1 record

Distribution channels2 records

Marketing channels2 records

Value Advisors product offering

Product offering

Core offering

Value Advisors provides independent periodic valuation of companies, receivables, debt instruments, and non-standardized derivatives for investment funds, along with complementary advisory services including valuation verification, custom financial model building, financial due diligence, and audit support. The firm delivers fully documented valuation methodologies in editable/open-source formats, with all source data transferred to clients in standardized form for full auditability.

Product overview

Value Advisors is a specialized financial valuation firm offering a unified suite of valuation services for investment funds and financial institutions. The portfolio comprises six interconnected service modules: Independent Periodic Valuation (cyclical valuation of companies and financial instruments for investment funds), Valuation for Management Purposes (strategic and operational value determination), Verification of Valuations and Financial Models (accuracy validation for depositaries and auditors), Building Financial Models (custom advanced financial model development), Financial Due Diligence (pre-investment financial analysis), and Audit Support (audit assistance with valuation calculation accountability). The company employs multiple valuation methodologies including DCF, market multiples, asset approaches, and specialized startup valuation methods, delivered through a structured methodology involving data collection, valuation execution, archiving, and stakeholder cooperation.

Differentiator

Problem solved

Functional benefit

Products and services

  • Independent Periodic Valuation
  • Valuation for Management Purposes
  • Verification of Valuations and Financial Models
  • Building Financial Models
  • Financial Due Diligence
  • Audit Support

Companies that use Value Advisors

Customer profile

Segments10 records

Ideal customer profiles3 records

Value Advisors technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Feature4 records

Value Advisors partnerships and signals

Strategic signal

Scale indicators3 records

Recent moves4 records

Expansion highlights4 records

Value Advisors competitors and assessment

Company assessment

Broad incumbents

  • Mazars: Mazars provides valuation, financial advisory, and audit-related services across Europe, including investment fund asset valuations and AIFM support. Comparable European mid-tier competitor with overlap into Poland and Luxembourg markets where Value Advisors operates.
  • BDO: BDO's global Valuation practice offers independent business and intangible asset valuations, model reviews, and financial reporting valuations to investment funds and corporates. A mid-tier incumbent with similar service offerings to Value Advisors.
  • EY Valuation Services: EY's Valuation practice provides independent valuations, model reviews, and fair-value opinions for investment managers and asset owners. As a Big 4 incumbent, it is a scaled alternative to Value Advisors for institutional fund clients.
  • PwC Valuation: PwC provides valuation, modeling, and financial reporting services to investment funds and asset managers, including AIFM-related compliance support. Comparable in service scope but competes at a much larger scale and brand presence.
  • Deloitte Valuation: Deloitte offers a global valuation and modeling practice covering investment fund asset valuations, financial reporting fair value, and AIFM-related services. Competes with Value Advisors on larger cross-border mandates but with broader advisory capabilities.
  • KPMG Valuation Services: KPMG's Valuation practice serves investment funds, AIFMs, and corporates globally with independent valuations, model reviews, and fair-value opinions. As a Big 4 firm, it competes for the same institutional mandates Value Advisors serves but at broader scale and brand recognition.

Direct peers

  • Valuation Research Group: Valuation Research Group is an independent global firm specializing in valuation and financial advisory services to investment funds, fund managers, and financial institutions. Its core focus on independent periodic valuations for fund portfolios makes it a direct competitor in the same niche as Value Advisors.
  • Houlihan Lokey: Houlihan Lokey is a global investment bank with a dedicated Valuation and Financial Opinions practice serving investment funds, corporates, and auditors. Its independent valuation and financial-modeling services overlap directly with Value Advisors' core offerings.
  • Stout: Stout is a global advisory firm offering valuation, financial reporting, and investment banking services, with a strong practice serving investment funds and private equity sponsors. Comparable in providing independent valuations, model reviews, and due diligence for institutional fund clients.
  • Kroll (formerly Duff & Phelps): Kroll is a global independent valuation, advisory, and risk-management firm with deep expertise valuing illiquid fund assets, private companies, and derivatives for investment managers and depositaries. It is the closest large-scale analog to Value Advisors' independent investment-fund valuation practice.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

Value Advisors social profiles

Digital presence

Value Advisors financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Value Advisors leadership team

Management profile

Number of profiles

Profiles1 record

Value Advisors funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Value Advisors M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Value Advisors

What does Value Advisors do?

Value Advisors provides independent periodic valuation of companies, receivables, debt instruments, and non-standardized derivatives for investment funds, along with complementary advisory services including valuation verification, custom financial model building, financial due diligence, and audit support. The firm delivers fully documented valuation methodologies in editable/open-source formats, with all source data transferred to clients in standardized form for full auditability.

Is Value Advisors a public or private company?

Value Advisors is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was Value Advisors founded?

Value Advisors was founded in 2010. It employs 11 to 50 people.

Where is Value Advisors based?

Value Advisors is headquartered in Warsaw, Poland, in the Europe region.

How does Value Advisors make money?

One revenue line is on record: valuation & Advisory Services.

Who are Value Advisors's main competitors?

Broad incumbents on record are Mazars, BDO, EY Valuation Services, PwC Valuation, Deloitte Valuation and KPMG Valuation Services. Direct peers are Valuation Research Group, Houlihan Lokey, Stout and Kroll (formerly Duff & Phelps).

Does Value Advisors have an API?

No public API is recorded for Value Advisors.

What industry is Value Advisors in?

Value Advisors's product category is Financial Valuation Services. Its primary akta.pro industry code is FSAEAHAA, Business Valuation (Private Company & Enterprise), with a secondary code of FSAEAHAB, Financial Reporting Valuation (ASC 820/805, IFRS 13/3). Its NAICS code is 523940 and its SIC code is 6282.

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