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Portfolio valuation technology

Deeper valuation insights support smarter loan portfolio and M&A decisions


Getting timely insights can be difficult when your portfolio data is decentralized and manually processed. Don’t get caught off guard in an unpredictable market. You can get a better read on your portfolio with Crowe Credit360 for Valuation.

Our financial instrument valuation specialists will help you use this proprietary solution to go deeper into your data and models to drive better decisions.

A powerful, multifaceted valuation tool is within reach

This loan-level modeling solution calculates and analyzes loan portfolio fair values and expected cash flow scenarios – and also provides the level of support and documentation needed for external auditors, regulators, and markets.

Get a unified view

Standardize and convert loan data using our proprietary interface, which provides a streamlined, repeatable process to analyze loan data for a single transaction or on a quarterly basis.

Reveal more insights

Assumption sets that guide valuation are completely customizable for your organization. Construct base-level assumptions based on specific peer groups, geographic information, and entity-specific loss data.

See what could go right – and wrong

Analyze the results of the scenario output, including sensitivity analyses and primary-driver analytics.

Our portfolio valuation tool gives you more visibility


These solution features can help you understand challenges and opportunities related to your loan portfolio.

Customized portfolio validation

Gain insight into your portfolio on a loan-by-loan basis with comprehensive portfolio analytics, aggregation, and reporting.

Scenario modeling

Improve portfolio valuation reliability with more-robust assumption sets.

Valuation estimates

Optimize decision-making throughout the entire process of an M&A transaction, including risk assessment of PCD assets.

Arm your team with audit-ready results

Provide streamlined results and assumption detail to your board of directors, auditors, and regulators through our comprehensive audit package.

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Work with us


Technology built with your industry in mind.

We work with more than 1,800 financial services companies across the country, including more than two-thirds of the top 100 U.S. banks.*

Reach out to us if you have questions or need support.

Rick Childs - Large
Rick L. Childs
Partner, Consulting
Patrick Venon
Patrick Vernon
Partner, Consulting
Kevin Brand
Kevin Brand
Partner, Consulting

Contact us

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