Earnings shouldn’t be a scramble. We pre-wire frameworks before the call, produce same-day post-prints, and maintain KPI dashboards so surprise turns into signal—fast. Portfolio monitoring then keeps conviction honest with timely filings/newsflow, guidance tracking, and clear “what changed” summaries.
Business Challenges We Solve
- Earnings Fire Drills — Last-minute scrambles and inconsistent reporting reduce clarity and impact.
- KPI Integrity — Drifting definitions and a lack of normalized time-series weaken comparability across positions.
- Lagging Insight — Slow “what changed” analysis delays conviction and IC readiness post-print.
- Fragmented Monitoring — Ad-hoc tracking of filings, news, and guidance erodes proactive portfolio oversight.
Key Components
1
Earnings previews (“what to watch,” consensus vs. house)
2
Post-print quick-takes with guidance vs. actuals
3
KPI dashboards (standardized definitions, time-series)
4
Guidance trackers and surprise analysis
5
Filings/insider/newsflow monitors and alerting
6
Tear sheets updated per print and major events
7
Assumption & change logs; error & balance checks
Our Proven Engagement Process
1
Discovery & Assessment
Coverage list, calendars, KPIs
2
Solution Design & Onboarding
Templates, thresholds, alert logic
3
Execution & Optimization
Previews, post-prints, tracker updates
4
Reporting & Governance
Weekly position notes; backlog of follow-ups
Who We Serve
- Hedge funds (long/short, market-neutral, multi-manager)
- Mutual funds
- Private equity and venture capital funds
- Family offices, sovereign wealth funds, pension funds
Why Choose Valorega
- Focused Earnings Previews — Frameworks that sharpen the call and align expectations before results hit.
- IC-Ready Post-Prints — Same-day analysis with clear deltas, drivers, and risks to accelerate decision-making.
- Integrity in KPIs — Normalized trackers that preserve trend clarity and comparability across positions.
- Proactive Portfolio Oversight — Real-time alerting and dashboards that keep positions current and conviction intact.
FAQs
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Can you integrate our watchlists and calendars?
Yes—shared calendars and SLAs ensure coverage of every print.
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How fast is the post-print?
Same day for most names; complex cases within 24 hours.
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Do you maintain KPI definitions?
Yes—each tracker includes definitions and source links.
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Can you include charts/exhibits for IC?
We deliver publication-ready tables/charts for immediate use.
