Technology / Process Evaluation

We reviewed and refined the investment valuation methodology and algorithm of a machine learning-based investment manager specialising in the P2P credit space

Client Description

Machine Learning-Based Credit Fund
Our client is a digitally-enabled asset manager based in Boston. The client focuses on alternative credit products, especially in the marketplace / P2P lending space. Using a proprietary A.I. and machine learning-based model, the client identifies loans that are most likely to outperform.

Problem Statement

The client developed a proprietary private credit evaluation algorithm, and wished to validate its efficacy for investment valuation

Project Approach

Valuation Review

We broke down the valuation process and evaluated the ability of each step in achieving its intended operation

Industry Best Practice

We reviewed machine learning-based valuation methodologies in the industry to identify best practice and key gaps

Methodology Refinement

We advised on adjustments to the client’s methodology to remove data noise and increase valuation accuracy

Key Achievements

Methodology Evaluation

A comprehensive rating of each step within the valuation process, against peers and best practice

Algorithm Refinement

Refinement to data collection and data cleansing processes to enhance valuation input

Successful AuM Seeding

The client went on to successfully secure USD 100m in seed AuM from an institutional investor

Industry Talent Review

Industry Education

Business Scaling

Innovation Mindset

Equity Blocks Strategy

Digital Transformation

Hello,

How can we help?

Need some advice on a new business challenge? Or, want some insights to support your strategic plan? We are ready to chat.

QUINLAN & ASSOCIATES LIMITED | Level 19, Two International Finance Centre 8 Finance Street Central Hong Kong SAR
Hello,

How can we help?

Need some advice on a new business challenge? Or, want some insights to support your strategic plan? We are ready to chat.

Interested in working with us?

Have a look at our careers page to see what it’s like to work at Q&A.