Advisory & Valuations
Deal clarity, defensible valuation, organised data room—so your price and story land together.
Business valuations & certifications
Transaction & expansion advisory
Investor reporting
What’s included in Advisory & Valuations
Independent models, comps, and diligence support—so pricing and negotiation rest on facts, not hope.
Valuation
Valuation Models
- DCF & scenario analysis
- Comparable companies & transactions
- Sensitivity tables & ranges
Advisory
Transaction Support
- Deal model & pricing narrative
- Term-sheet review points
- Negotiation analytics
Diligence
Financial Due Diligence
- Quality of earnings & margins
- Working capital & cash normalisation
- Red flags & mitigations
Equity
Cap Table & ESOP
- Cap table reconciliation
- ESOP plan & option pricing
- Waterfall & dilution impact
Docs
Board & Investor Packs
- Valuation memo & assumptions
- Peer set & KPI narrative
- Appendices & audit trail
Data Room
Data Room & Hygiene
- Checklist & foldering
- Evidence links & logs
- Secure handover
Deliverables → Outcomes (Every Month)
Clear deliverables that drive real results—on time, audit-ready
Defensible valuation
Board-Ready
- Before
- Price based on hope.
- After
- Valuation range backed by comps & DCF.
- How
- Model, peer set, sensitivities, assumptions memo.
Model that tells the story
IC-Approved
- Before
- Numbers and narrative misaligned.
- After
- Driver-based model that supports the deal story.
- How
- Unit economics, growth levers, bridges & scenarios.
Diligence issue map
Red Flags ↓
- Before
- Surprises during diligence.
- After
- Known issues with mitigations and owners.
- How
- QoE notes, WC normalisation, tracker with timelines.
Cap table clarity
100% Reconciled
- Before
- Rounds, grants and dilution unclear.
- After
- Single source of truth for equity.
- How
- Cap table rebuild, ESOP ledger, waterfall & scenarios.
Data room organised
100% Docs
- Before
- Scattered files and slow responses.
- After
- Structured room with index & evidence links.
- How
- Checklist, naming standards, access log & handover.
Negotiation leverage
Value Bridge Clear
- Before
- Weak basis for price or terms.
- After
- Clear bridge from KPIs to valuation.
- How
- Driver mapping, sensitivity bands, term-sheet points.
Industries we support
Product or services, domestic or cross-border—valuation frameworks tailored to your model.
SaaS
SaaS & Startups
- MRR/ARR cohorts & retention
- Rule of 40 & peer comps
D2C
Consumer & D2C
- Channel mix & returns
- Contribution & CAC/LTV
Services
IT/Professional Services
- Utilisation & WIP
- Client concentration
Mfg/Trade
Manufacturing & Trading
- BOM variance & GM%
- Working capital cycle
Healthcare
Healthcare & Clinics
- TPA/insurance mix
- Unit-level benchmarks
Fintech
Fintech & Platforms
- Take-rate & cohorts
- Risk & compliance levers
Tools we work with
From books to data rooms—smooth inputs, solid models, clean handovers.
Books & Data
Model & BI
Cap Table
Data Room
Ready for a valuation you can defend?
We build the model, map the peer set, and organise the data room—so your price and story land together.
- DCF, comps & transaction multiples with sensitivities
- Deal model & narrative for investors and boards
- QoE notes, WC normalisation & risk tracker
- Cap table, ESOP hygiene & structured data room
Advisory & Valuations — FAQs
Which valuation approaches do you use?
We triangulate DCF, public comps, and precedent transactions, with sensitivities and a documented assumptions memo.
What inputs do you need?
- Historical financials & KPIs
- Operating plan/forecast
- Cap table & ESOP details
- Key contracts & metric definitions
Do you create and manage the data room?
Yes—index, foldering, naming, and evidence links; we maintain an access log and hand over cleanly.
Do you support diligence?
We prepare QoE notes, working capital normalisation, and a red-flags tracker with owners and timelines.
Are reports independent?
We provide independent analysis and documentation suitable for board and investor review, with clear sources and assumptions.
How do you price engagements?
Fixed-fee or retainer based on scope (model depth, diligence support, data room, board materials). We share a clear proposal after discovery.