Valuation Review Services for EAF Germany Business Angel Portfolios at the European Investment Fund (EIF)

Description

The EIF is launching this procurement procedure with the objective to award multiple framework agreements to secure support in the area of valuation review services for Business Angels (‘BAs’) under the European Angels Fund Germany (‘EAF Germany’). Lot 1: Support on activities related to the valuation reviews of BA portfolios under the EAF Germany co-investment program, to help the the EIF in fulfilling its related mandate and audit obligations. Two valuation exercises are performed each year: one with a value date of the reviews 30 June of the year (H1 review exercise), and another exercise with a value date of the reviews 31 December (H2 review exercise). The valuation exercises will be concentrated in two periods, namely February-May for the H2 review exercise, and August-November for the H1 exercise. The estimated total value of EUR 4 600 000 over four (4) years is split as follows: a. core valuation services as per Section 4.2.1 of the Terms of Reference (Annex 4): EUR 3 350 000; b. optional services as per Section 4.2.1 of the Terms of Reference (Annex 4): EUR 1 250 000. Lot 1: Support on activities related to the valuation reviews of BA portfolios under the EAF Germany co-investment program, to help the the EIF in fulfilling its related mandate and audit obligations. Two valuation exercises are performed each year: one with a value date of the reviews 30 June of the year (H1 review exercise), and another exercise with a value date of the reviews 31 December (H2 review exercise). The valuation exercises will be concentrated in two periods, namely February-May for the H2 review exercise, and August-November for the H1 exercise. The estimated total value of EUR 4 600 000 over four (4) years is split as follows: a. core valuation services as per Section 4.2.1 of the Terms of Reference (Annex 4): EUR 3 350 000; b. optional services as per Section 4.2.1 of the Terms of Reference (Annex 4): EUR 1 250 000.