PM Insights
Software Description:
PM Insights is the leading independent market data provider for mid to late stage venture backed private companies. The platform's proprietary datasets are sourced through exclusive agreements with top tier broker dealers, banks, and secondary desks, capturing over $500 billion in institutional secondary bids, offers, and trades.
PM Insights delivers auditor-approved valuations, market benchmarks, and liquidity analytics designed for institutional investors. The team develops rigorous pricing methodologies for OTC asset classes, providing data that supports investment decisions and portfolio reporting. The platform includes VALc, a multi-dimensional visualization and valuation calculator tool.
As an independent provider, PM Insights maintains no economic stake in underlying transactions, ensuring objective and market driven insights while upholding strict confidentiality standards.
Key Integrations:
| Integration Type | Tool |
|---|---|
| Public–Private Market Data | ApeVue |
| Employee Liquidity & Pricing | Nasdaq Private Markets |
| Data & Analytics Integration | Arcesium (Aquata) |
| Index & Benchmark Data | S&P Dow Jones Indices |
| Fund Structuring & Distribution | KraneShares |
| Pre-IPO Pricing APIs |
|
| Index Data Provider | MSCI |
Use Cases:
- Portfolio benchmarking across sectors and market trends
- High-quality comps spanning private and public companies
- Quarterly and year-end valuation support with ASC 820 compliance
- Scenario modeling (IPO, financing, exit etc.)
- PortCo volume and liquidity data and insights
- Price Analysis
- Independent reporting for LPs
Most Useful For:
- Institutional Investors
- Asset managers
- Private equity firms
- Venture capital funds
- Endowments, and pension funds
Key Differentiators:
- Independent Data: Unlike adjacent players in the market, PM Insights maintains no economic stake in underlying transactions while sourcing data through broker-dealer partnerships, building trust with clients and contributing to data reliability.
- Institutional Focus: 98%+ of PM Insights' proprietary bid, ask, and trade data is > $1m ($15-20m on avg). Consciously excluding retail data as an input to composite mid pricing (but still recording it), PM Insights ensures higher-quality transaction data. PM Insights pulls together large sized bids, offers, and trades from leading broker dealers and banks to create pricing/valuations, benchmarks and analytics at both the equity and sector level.
- ASC 820 compliance: Robust fair value data from verified market activity transforms PM Insights into valuable infrastructure for institutional investors' regulatory and fiduciary obligations.
- VALc: The Valuation Alignment Learning Calculator (VALc) is PM Insights’ new multi-dimensional engine utilizing k-means clustering to identify intercompany and sectoral similarities. The PM Insights team built VALc for clients to more tangibly solve for variables of their choosing with context across public and private market data.
- Relationship As a Service: PM Insights facilitates introductions between buyers and our broker-dealer network when matching interest surfaces on the platform. We provide this connection service at no cost and never participate in transaction economics, preserving complete independence
Other Features:
- Pricing: Available on request
- Free Trial: - No
- Demo: Available on request
FEATURES ( Please Register To View More Features)
- Portfolio Monitoring
- Reporting
- Data Analytics & Visualization
- Dynamic KPIs