Are Your Valuations Board-Ready?
A Practical Checklist for Private Credit Firms
Private credit managers are facing heightened scrutiny from boards, auditors, and regulators. Valuation expectations have evolved and so have the risks of falling behind.
Our “Are Your Valuations Board-Ready?” checklist helps you quickly assess whether your valuation framework is defensible, consistent, and aligned with industry and regulatory standards. Use it to identify gaps, prepare for exams, and strengthen investor confidence.
What’s Inside the Checklist?
✔ Governance and oversight essentials
✔ Methodology and model validation requirements
✔ Data input and documentation standards
✔ Independent testing expectations
✔ Audit readiness indicators
✔ Board communication and reporting best practices
This checklist is designed specifically for private credit valuation teams, chief operations officers, chief financial officers, compliance officers, and risk leaders responsible for valuation oversight.
Get your copy of the checklist and take the first step toward a more robust valuation framework.