Frequently Asked Questions

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Q: What is independent data in private markets?

A: Independent data in private markets is pricing and market intelligence sourced from aggregated, anonymized transaction activity with zero economic involvement in the underlying trades. Unlike manager self-reports or broker proprietary data, independent data eliminates conflicts of interest and provides objective, market-validated pricing.

Q: How does consortium-based pricing work?

A: Consortium-based pricing aggregates anonymized transaction data from multiple institutional broker-dealers to create composite prices reflecting market consensus. Participants contribute raw market inputs in exchange for aggregated intelligence while rigorous privacy protocols protect individual identities.

Q: Why do institutional investors need independent data?

A: Institutional investors require independent data for accurate portfolio valuations, regulatory compliance with fair value reporting standards (ASC 820, IFRS 13), audit defense, and risk management. Independent data provides observable market inputs that withstand audit scrutiny.

Q: What is the PM50 Growth benchmark?

A: The PM50 Growth benchmark is PM Insights' private company index tracking the most active companies observed in the institutional secondary market. It was the first benchmark to reflect private market declines in 2022.

Q: How does independent pricing help with audit and compliance?

A: Independent consortium pricing constitutes Level 2 observable inputs in the fair value hierarchy under ASC 820 and IFRS 13, satisfying auditor requirements for market-based valuation evidence and enhancing auditability.

Q: Who benefits from independent private markets data?

A: Asset managers, RIAs, fund administrators, auditors, investment banks, broker-dealers, consultants, and regulators all benefit. Each stakeholder uses independent data for portfolio valuation, audit defense, transaction pricing, due diligence, or market oversight.

Q: How does PM Insights maintain data privacy?

A: PM Insights uses rigorous anonymization protocols ensuring no individual broker, transaction, or client can be identified. The firm never takes economic positions in underlying transactions and is SOC 2 compliant.

Q: What tools does PM Insights provide?

A: PM Insights offers the PM50 Growth benchmark for performance measurement, the SPV Calculator for analyzing deal structures, reference datasets for fund administrators, and advanced analytics for predictive use cases.

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