Intangible asset due diligence and portfolio valuation for investors
Traditional due diligence misses most of the value. Opagio gives PE firms, VCs, and fund managers structured visibility into the intangible capital that drives 90% of enterprise value — across every company in your portfolio.
The intangible asset blind spot in investment
The gap between what companies are worth and what traditional analysis captures has never been wider.
of S&P 500 market value is now attributable to intangible assets, up from 17% in 1975
Source: Ocean Tomo (2020)
invested annually in intangible assets by UK businesses — exceeding tangible investment since 2001
Source: The Intangible Economy, Haskel & Westlake
of internally generated intangible assets appear on the balance sheet under IAS 38 and FRS 102
Accounting standards gap
Three problems every investor faces
Due diligence misses hidden value
Standard financial due diligence evaluates tangible assets, revenue, and EBITDA — but ignores the technology, brand equity, customer relationships, and organizational knowledge that actually drive future performance. You end up assessing targets on less than half the picture.
Portfolio companies are undervalued
Your portfolio companies invest heavily in R&D, talent, and brand building. But accounting rules treat these as expenses, not assets. At exit, the value you have created is invisible to buyers who rely on statutory accounts — suppressing multiples and leaving value on the table.
No structured way to measure intangibles across a portfolio
Even if you recognise the importance of intangible assets, there is no standardised framework for measuring them consistently across 10, 25, or 50 portfolio companies. Every company reports differently. Benchmarking is impossible. Value creation tracking is ad hoc at best.
Portfolio-level intangible asset intelligence
Opagio provides a structured, consistent framework for measuring intangible capital across your entire portfolio — from initial due diligence through to exit.
Multi-company dashboard
See every portfolio company on a single screen. Aggregate KPIs, sector-level benchmarks, and intangible health classifications help you spot under-investment before it affects performance.
Portfolio aggregation & benchmarking
Compare intangible capital development across companies, sectors, and time periods. Identify which holdings are building durable competitive advantage and which are depleting it.
Due diligence reports
Generate structured intangible asset assessments for targets under evaluation. IFRS 3 / ASC 805 mapping supports purchase price allocation from day one of the transaction process.
Value creation tracking
Establish an intangible asset baseline at acquisition and measure development over the hold period. Build a quantified value creation narrative for LPs and exit buyers.
See the output before you commit
Run a free valuation on any company using our Intangible Asset Valuator. No sign-up required — evaluate the methodology before onboarding your portfolio.
From onboarding to portfolio-wide insight in three steps
Import your portfolio
Bulk-upload via CSV, connect Xero accounting data, or enter companies individually. Financial data maps automatically to the six intangible asset categories.
Review valuations
Opagio computes intangible asset valuations, GVA, EBITDA, productivity metrics, and enterprise value for every company. Adjust classifications and review the analysis.
Track and report
Monitor intangible capital across your portfolio over time. Generate LP-ready reports, benchmark against sector peers, and build the exit narrative with structured evidence.
Pricing built for portfolio-scale oversight
All plans include the full valuation engine, dual-framework compliance (CHS + IFRS 3), and portfolio dashboard. Annual billing saves 15%.
Fund
Up to 10 portfolio companies
- ✓ Portfolio dashboard & benchmarking
- ✓ Intangible health scoring
- ✓ Standard exit-ready reports
- ✓ 3 included seats
- ✓ CSV & Xero import
Growth Fund
Up to 25 portfolio companies
- ✓ Everything in Fund
- ✓ Advanced exit-ready reports
- ✓ Premium SLA + escalation routing
- ✓ Standard API access
- ✓ 10 included seats
Multi-Fund
50+ portfolio companies
- ✓ Everything in Growth Fund
- ✓ Custom exit-ready reports
- ✓ Advanced API & integrations
- ✓ Unlimited seats
- ✓ Premium SLA
Measure your portfolio's hidden value
Start with a free assessment to see how Opagio gives your fund structured visibility into the intangible assets that account for 90% of enterprise value.