Echelon Quant Research LLC – Frequently Asked Questions (FAQ)
What does Echelon do?
Echelon Quant Research LLC is a financial data and analytics platform focused on the private equity secondary market. We provide real-time NAV forecasting, liquidity scoring, and transaction intelligence to help investors accurately price fund interests, monitor risk, and make faster, better-informed decisions.
Why is real-time NAV important?
In private markets, fund Net Asset Values (NAVs) are typically reported with a 1–3 month delay. Echelon’s real-time predictive NAVs help investors price assets using current market conditions, not stale reports. This enables better timing, improved underwriting, and more competitive bids.
Who uses Echelon?
Our clients include institutional investors such as hedge funds, fund-of-funds, private equity secondaries teams, family offices, and consultants. We also support GPs who are exploring continuation vehicles or secondary liquidity solutions.
How does Echelon forecast NAVs?
We use machine learning models trained on fund strategy behavior, historical NAV trends, public comparables, and macroeconomic indicators. The models continuously update to reflect shifts in interest rates, market valuations, and fund-specific events.
What is liquidity scoring and how is it calculated?
Liquidity scoring evaluates how easily a fund interest can be sold in the secondary market. Echelon tracks signals such as time-to-trade history, buyer appetite, vintage age, capital calls, and GP activity. This gives investors a clearer picture of expected execution timelines and market depth.
How can Echelon help me in a deal process?
Whether you're buying LP interests or selling fund stakes, Echelon helps you:
Benchmark current NAV vs. expected pricing
Identify high-liquidity assets for faster execution
Monitor volatility or discounts across peer funds
Run scenario analysis on market timing and spread
Can I export the data or integrate it with other platforms?
Yes. Clients can export data in CSV format or use our API to integrate directly with internal dashboards, CRMs, or systems like Aladdin, Addepar, or Tableau.
Is there a free trial or demo available?
We offer product demonstrations and early access through our pilot program. Institutions participating in the pilot receive personalized onboarding, feature walk-throughs, and discounted pricing upon conversion.
Is this platform only for large institutions?
While Echelon is built for institutional-grade use cases, we also serve smaller investment teams, emerging secondaries firms, and independent advisors. The platform is modular and scales to the needs of different user profiles.
Where is Echelon based?
We are headquartered in New York City and operate across U.S. and international time zones. Our infrastructure is hosted in secure U.S.-based cloud environments with enterprise-grade uptime and privacy standards.