Spend less time targeting and more time meeting with the right investors.

We deliver rapid analytics and precision targeting that
optimize your outreach to the highest quality investors.

Valuation Models
Investor Targets
Investment Style

Your free report contains a list of top targets likely to invest in your company’s stock based on 29 valuation models and over 100 metrics.

  • Smarter Investor Targeting

    We apply 25+ valuation models and 100+ metrics to reverse engineer the investment strategies of global fund managers. Through this process we can anticipate the criteria of institutional investors and show you which funds best match your company’s global funds investment strategy.

  • Securities Simulation

    Our securities tool simulates the stock market’s response to corporate actions in order to help you predict how an impending IPO, dividend initiation, divestiture or M&A will affect your stock.

  • Tools and Strategies for Investors

    Just as we help you find the right institutional investor we also provide fund managers and individual investors with tools to find your company’s profile based on their unique investment objectives. Simple multi-factor modeling tools in the Valuation Metrics interface are used by investors to construct portfolios and track indexes. If your company is a top fit with an investing strategy, Valuation Metrics will help enhance your visibility with that investor.

Request a demo to see our software in action

Key Benefits

  • Quickly locate and recruit institutional investors from a universe of more than 160,000 managers.

  • Use hypothetical securities to predict how an impending IPO, dividend initiations, dives-
    titures or M&A will affect your stock.

  • Analyze the investment strategies of global fund managers using 25+ valuation models and 100+ metrics.

Companies, global investment banks, and investor relations firms use Valuation Metrics to save time and avoid unproductive meetings with investors that are not likely to purchase their stock.
More strategic. More efficient. More effective.
“Leading IR firm Corbin Perception adds investor targeting from Valuation Metrics to its advisory services”

From the Blog

Adds ability to search using global investment strategy

The latest version of the Valuation Metrics, Inc. website includes the following changes:


  • Advanced Search feature now includes option to perform a search using either a global or a country-specific investment strategy. The former uses a portfolio’s global holdings to analyze its investment strategy, while the latter uses only those held within the company’s country.
  • System peer list options now include VM Global Peers (global sector/industry peers with similar model scores)

My Data | My Saved Tables:

  • Fixes bug that caused Match Score column in Excel downloads to always display as ‘Very High’


  • Various bug fixes and cosmetic enhancements

November 9, 2014Read More
  • Added ability to view peer holdings on dashboard results table

    October 15, 2014
  • Added historical holders analysis and manager's investment criteria descriptions

    October 9, 2014
  • Why Hedge Funds Avoid 13F Disclosure

    September 25, 2014
  • Added ability to select default peer list

    June 23, 2014