Regulatory Valuations Harvest offers independent, transparent pricing that meets major regulatory and reporting standards (ASC 820, GASB 72, IFRS 13, SEC 34-86269, PCAOB AS 2501/2018-005). This positions Harvest as a credible partner for audit firms, banks, SEC registrants, insurers, and government entities seeking compliant valuations and documentation. Sales opportunity: target risk and compliance teams with a value proposition around audit readiness and defensible pricing for financial reporting.
NAV Services With daily and weekly NAV calculations for funds, Harvest can appeal to mutual funds, hedge funds, asset managers, and fund administrators needing reliable, well-documented valuations. This creates a cross-sell path into fund operations, investor reporting, and audit processes, especially where other providers' valuations are insufficient.
Instrument Gaps Harvest positions itself as a pricing desk capable of valuing instruments that others cannot price. This niche appeals to asset managers and institutional buyers dealing with illiquid, structured, or bespoke assets who require independent third-party validation. Sales focus: tailor offerings for hard-to-price assets, with optional model validation and performance testing.
Mid-Market Growth At 11-50 employees and $50M–$100M in revenue, Harvest sits in the mid-market segment. Target regional banks, mid-sized insurers, and multi-family offices with scalable pricing and valuation services, offering a cost-effective alternative to larger incumbents and opportunities for ongoing engagements rather than one-off pricing.
Credibility & Compliance Thirty-plus years of experience and strict adherence to regulatory standards build trust with auditors, SEC registrants, and regulated entities. Use case studies and referenceable outcomes to shorten sales cycles and position Harvest as a risk-aware partner for governance, risk, and compliance teams.