ScaleX Invest is an AI-powered portfolio monitoring and valuation platform for private market investors: fund managers, funds of funds and family offices across venture, growth, buyout, infrastructure and private debt.

It replaces spreadsheet-driven monitoring, valuation and reporting with one auditable source of truth, connected to market evidence.

– Track every instrument, from equity to convertibles, warrants and mezzanine debt, with full cap table and debt schedule visibility.

– Value with IPEV-native models: fair value, waterfalls, calibration and private debt DCF, every assumption timestamped.

– Benchmark valuations against a proprietary dataset of 15,000+ private transactions.

– Report with AI that reads your documents and pushes live data into Excel, Word and PowerPoint, zero copy-paste.

Built for IFRS, US GAAP, AIFMD, SFDR and IPEV 2025 review, ScaleX cuts the NAV cycle from weeks to days.