Built for the demands of modern private markets.
A look at what's coming to Valence 2.0: a redesigned platform with smarter workflows, deeper connectivity, and infrastructure built around how private market funds actually operate.
Designed for how fund managers
actually operate.
Every feature in Valence 2.0 is informed by day-to-day fund operations and shaped through ongoing fund manager feedback, not theoretical workflows.
Redesigned Interface
A complete overhaul of the Valence experience across internal operations, the GP Portal, and the LP Portal, featuring cleaner navigation, improved workflow visibility, and a UI designed around how your team actually works.
Coming SoonEnhanced Accounting Automation
New accounting wizards and enhanced reporting metrics streamline operations and deliver LP-ready insights with greater speed and clarity. Less time on process, more time on what matters.
Coming SoonMobile Optimization
A fully optimized mobile experience enables permissioned users to access fund data on demand, from anywhere.
Coming SoonValence Vault
A centralized document experience that supports the full fund lifecycle, from early investor outreach to ongoing reporting. Share pitch decks, track engagement, and manage fund documents in a secure, organized, and version-controlled environment.
Coming SoonBanking Integrations and API Access
Expanded banking connectivity enables automated bank data reads directly within Valence, bringing financial data into the workflows your accounting team already uses, without manual reconciliation. API access for native integrations with the tools funds already use.
Coming SoonEnhanced Reporting
Less manual work. More reliable reporting. By generating full reporting packages directly in Valence, our team reduces error and delivers faster, more consistent results.
Coming SoonIntelligent infrastructure.
The next layer of Valence goes beyond workflow management, bringing machine learning and AI-powered automation directly into how funds onboard, operate, and scale.
Intelligent Workflow Automation
Machine learning capabilities streamline fund onboarding and automate initial setup. AI-powered operational intelligence and workflow automation across the platform reduces manual overhead and surfaces the insights that matter most.
Coming in Future Release
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