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From sourced teaser to closed deal, in one place.

The full-suite platform to buy a business, for lower-middle-market PE, family offices, search funds, and independent sponsors. 10 core models and 40 sector models, 12,700+ public comps, 20,000+ M&A precedents, and an automated IC-ready PDF on every deal. One workflow. Every stage. Built in PE shape.

10 min from teaser to rangeAutomated IC-ready PDFs
DEAL PIPELINE · PE-SHAPE WORKFLOW · LIVEVA RANGE + VARI ON EVERY CARD
Sourced12
Apex HVAC · TX
$14M REV · $1.8M EBITDA
2d
Cascade Plumbing
$8.2M REV · $1.1M EBITDA
4d
Northeast Auto Group
$22M REV · $2.4M EBITDA
6d
Screened7
Pinnacle Dental · FL
$11M REV · $2.3M EBITDA
$13.4M
$10.8 · $16.2
VARI 84·A3d
SoCal Landscaping
$6.4M REV · $0.9M EBITDA
$4.8M
$3.6 · $6.1
VARI 78·B5d
Modeled4
Midwest Mfg · OH
$28M REV · $4.1M EBITDA
$22.4M
$18.1 · $27.8
DCF · COMPS · PRECEDENT · MC + 11
VARI 88·A8d
GulfState Logistics
$19M REV · $2.7M EBITDA
$16.8M
$13.2 · $20.4
DCF · COMPS · PRECEDENT · MC + 11
VARI 82·A11d
IC2
Apex Vertical SaaS
$9.4M ARR · 32% NRR
$48.6M
$38.2 · $61.4
10 CORE MODELS · IC PDF READY
VARI 91·AIC TUE
Closed3
Riverbend Accounting
CLOSED · $7.2M
$7.4M VA RANGE
Δ −2.7% vs base
VARI 86·AQ1 '26
Pacific Food Svc
CLOSED · $14.1M
$13.8M VA RANGE
Δ +2.2% vs base
VARI 89·AQ4 '25
28live deals10core models per cardAutomatedIC-ready PDF
RUN VALUATION
01 · THE BUYER ADVANTAGE

Screen, value, and close more deals.

Value Alpha runs on a proprietary data layer built for sub-$100M deals, exactly where the institutional platforms thin out. Put a defensible range and a deal grade on every target.

Structuring financial data
12
Drag and drop files here
PDFs, Excel, PowerPoint or Word documents.
Coastal_HVAC_2024.pdf14.7s
  • Reading the document
  • Detecting statement structure
  • Normalizing owner add-backs
  • Building the ten core models

From unstructured to structured

Drag in a target's P&Ls, balance sheets, and CIMs in any format. Autonomous extraction turns unstructured documents into clean, structured financials and feeds them straight into the ten core models.

Run a valuation
02 · PIPELINE FIT

Where Value Alpha lives in your deal flow.

The bottleneck between sourcing and committee is the analyst-week per target. We move the work earlier: an instant, ungated screen against the live VA Index turns top-of-funnel triage from days into minutes. Senior bandwidth shifts to the deals that actually deserve it.

Sourced
100/quarter
Brokers, teasers, intermediaries, cold inbound.
VA: an indicative VA Range on every one
Screened
30/quarter
VARI A or B. The other 70 die at the first screen.
VA: VARI grade decides triage
IC-Ready
8/quarter
Full VA Range, sourced comps, normalized earnings.
VA: replaces analyst-week
Due Diligence
3/quarter
FINANCIAL · VA
Full model, sourced comps, QoE-ready audit trail.
QUALITATIVE · YOU
Management, customers, ops, culture. Equally important.
Closed
1/quarter
Defensible range survives counterparty challenge.
VA: server-authoritative output
EFFECTIVE ANALYST CAPACITY · 5–10× AT THE SAME HEADCOUNT~120 ANALYST HOURS SAVED / TARGET
03 · THE PROCESS

Five steps. 10 minutes. One defensible range.

Watch the live product walkthrough, or skip the form entirely and forward the CIM to [email protected] and we email back a structured VA Range with VARI score in 10 minutes.

WATCH · PLATFORM WALKTHROUGHLIVE PRODUCT

Value a business in 10 minutes.

Open the platform, drop in the deal, watch ten core models run in parallel. End with a defensible VA Range and a VARI reliability score. The same workflow your IC will see.

Run valuation →
WATCH · EMAIL VALUATIONEMAIL FLOW

Forward a CIM. Get a valuation back.

Send any teaser or CIM to [email protected]. We parse the financials, run ten core models, and email back a structured VA Range with VARI score and the full methodology trail, delivered as an IC-ready PDF, in 10 minutes.

04 · THE WEDGE

Built for the deal sizes the institutional vendors ignore.

CapitalIQ and PitchBook were built for public markets and large-cap M&A. Brokered platforms are paid on close, not on accuracy. Excel models live in one analyst's head. None of them produce a triangulated, IC-ready valuation on every sourced target. We do.

SpreadsheetPitchBook / CIQBrokered platformsVALUE ALPHA
AudienceOne analystPE / IB institutionsSell-side ownersBuy-side deal teams
Deal size sweet spotAny$100M+ EV$5M–$100M revenue$3M–$250M revenue
Triangulated valuation outputSingle-method DCFData only, no outputBlack-box AI estimate10 core models and 40 sector models
Published multiples layerNoDatabase, not publicationNoMonthly VA Index, immutable
Reliability score per outputNoNoNoVARI 0–100 / A–F
Free top-of-funnel screenN/ASubscription onlyGated to mandate10 min · email valuation also available
Methodology audit trailWhoever opened the fileN/ANoFull ledger per output
05 · METHODOLOGY

Ten core models. Every range VARI-scored.

Every Value Alpha output runs through ten core models in parallel, with sector-tailored variants on top (rNPV for biotech, SOTP for diversified holdcos, Bottom-Up for marketplace SaaS, and others). Disagreement between engines is surfaced in the VARI score, decomposed into five components, so an IC member knows where the weakness is before they ask.

ENG · 01

Discounted Cash Flow

What the future cash flow is worth today, discounted for risk. A full three-statement build, with the cost of capital and terminal value each stress-tested two independent ways so the result holds up under scrutiny.

Sources: risk-free and beta data, industry cost of capital, normalized filings
ENG · 02

Comparable Companies

What public companies in the same industry are worth right now, scaled to this size. Screened by NAICS, geography, size and growth, normalized for the differences, then converted to an equity value.

Sources: 12,700+ public comparables, NAICS multiples set
ENG · 03

Precedent Transactions

What buyers actually paid for similar businesses. Drawn from 20,000+ M&A reference deals, filtered to the subject profile by sector and size, with control premium and time-decay corrections. Built for deals the public comps cannot price.

Sources: 20,000+ M&A reference deals, sector and size filters
ENG · 04

Asset-Based Floor

The lowest number the business should trade at, based on what it owns. Adjusted book value with hard-asset revaluation, setting the downside anchor for the range when earnings power is in question.

Sources: balance-sheet detail, hard-asset revaluation
ENG · 05

Scenario Analysis

Bear, base, and bull trajectories with explicit, named assumption changes. These set the three anchor points inside the VA Range.

Sources: assumption deltas, sector growth and margin norms
ENG · 06

Monte Carlo Simulation

The business run 10,000+ times across good and bad conditions to see where the value actually lands and how likely each outcome is. The resulting probability distribution sets the 80% confidence band.

Sources: full assumption space, 10,000+ simulated paths
ENG · 07

Forecasting, bull and bear

A forward build of revenue, margins, and cash under an explicit bull case and bear case, so the range reflects how the business does if growth holds and if it stalls.

Sources: historical trend, management plan, sector growth norms
ENG · 08

Runway

How long the business can operate on current cash and cash flow before it needs capital, and what that means for value under stress. The same solvency check a lender runs.

Sources: cash position, burn rate, debt schedule
ENG · 09

Bottom-Up

Value built from the unit up: customers, contracts, locations, or seats times their economics. The check on whether the headline multiple is actually earned.

Sources: unit economics, customer and contract data
ENG · 10

Top-Down

Value framed from the market down: total addressable market, the share this business holds, and what that position is worth. The sanity check on growth claims.

Sources: market size data, share and penetration estimates
ENG · 11

Leveraged Buyout (LBO)

The price a PE buyer or searcher can pay and still clear their return hurdle. A target-IRR model with a full debt schedule, cash sweep, and sponsor equity returns.

Sources: debt terms, target IRR, sponsor equity assumptions
ENG · 12

Sum-of-the-Parts

Segment-level valuation for multi-business holdings and diversified operators. Each unit valued on its own best method, then aggregated into one whole-company range.

Sources: segment financials, per-unit method selection
ENG · 13

Risk-Adjusted NPV (rNPV)

Pipeline NPV per program with phase-transition probabilities applied. The standard for pre-revenue life sciences and biotech, where a single multiple is meaningless.

Sources: phase success rates, program economics, discount rate
ENG · 14

SaaS Rule-of-40

Growth plus profit blended with NRR, CAC payback, and magic-number adjustments. How software buyers actually price recurring revenue.

Sources: ARR, NRR, growth and margin profile

40 sector models, live now

Banks run on P/TBV, REITs on cap rate, biotech on rNPV and sum-of-the-parts, MedTech on a market and product forecast. The right one switches on for the target's NAICS code. New models are added at no extra cost on Pro.

VARI · RELIABILITY LAYER
BETA

The reliability score that defends the range at IC.

Per-valuation 0–100 score, A–F grade. Decomposed into five components so methodology disagreement is surfaced before it's challenged.

Methodology research
VARI is currently in beta, with the scoring methodology tested and refined in collaboration with Columbia University research.
Agreement
92
Sample
88
Data
85
Time
90
Method
84
VARI · COMPOSITE87· A
VARI
87 · A
High reliability · IC-defensible
VARI
72 · B
Good · minor input weakness
VARI
58 · C
Moderate · treat as directional
VARI
38 · D
Low · material gaps · re-run
06 · BUILT FOR

Every role that has to defend a number.

Four buyer audiences. One platform. One methodology. One sector-multiples publication.

AUDIENCE · 01

ETA searchers & search funds

Win deals against PE. Price targets faster than the seller can re-price. Cohort-friendly multi-seat economics.

AUDIENCE · 02

Independent sponsors & PE

Screen 5–10× more targets at the same headcount. IC-ready VA Ranges in hours, not analyst-weeks.

AUDIENCE · 03

M&A advisors & boutique banks

White-label option for advisory practices. Compete on rigor against larger firms without adding headcount.

AUDIENCE · 04

Family offices & QoE firms

Anchor every QoE engagement with a defensible VA Range. Benchmark portfolio marks against the VA Index monthly.

07 · TEAM ECONOMICS

Three tiers. Built for how deal teams actually buy.

Dollar amounts live on the pricing page. The structural overview below shows what each tier is built for.

TIER · 01

One Report

Per-report, one-time, instant. For one-off decisions, fairness checks, and pre-LOI snapshots. VARI grade always visible.

TIER · 02 · MOST POPULAR

Pro

Subscription. Cmd+K command line, unlimited valuations, AI chat, market intel, deal book. For individual searchers, advisors, analysts.

TIER · 03

Team

For PE, search funds, advisory teams. Multi-seat (5-seat minimum), shared deal book, audit trail, annual billing, methodology lock, white-label option.

08 · ANSWERS BEFORE YOU ASK

The questions deal teams open with.

What is the Deal Pipeline?+
The Deal Pipeline is a PE-shape workflow that takes every sourced target through Screened, Modeled, IC, and Closed. Each card carries a live VA Range (bear, base, bull) and a VARI reliability score. Time from teaser to a defensible range: under 10 minutes. Every output ships with a full methodology trail and an automated IC-ready PDF.
What is the Email Valuation service?+
Forward us the financials or CIM at [email protected] and we email back a structured VA Range with VARI score in 10 minutes. Useful when you're triaging a stack of teasers between meetings and don't want to open the platform for each one.
What is the VA Index?+
VA Index is the monthly publication of sector multiples for private markets. Twelve hand-curated comparables per sector, monthly cadence, published first Tuesday at 09:00 ET, immutable snapshots. Reports EV/EBITDA, EV/Revenue, and P/E at five percentile points (P10/P25/P50/P75/P90). Currently 24+ sectors.
How is Value Alpha different from CapitalIQ or PitchBook?+
CapitalIQ and PitchBook are databases priced for institutions and built around public-market and large-cap M&A data. They do not produce a triangulated valuation output, the comp depth thins below $100M EV, and they do not publish monthly private-market multiples. Value Alpha is purpose-built for deal sizes between $3M and $250M revenue and produces an IC-ready VA Range with a VARI reliability score in a single session.
How does VARI work?+
VARI is a per-valuation reliability score on every VA Range. 0–100 scale, A–F letter grade. Decomposed into five components: Engine Agreement (do the methods converge), Comp Sample (depth and quality), Data Quality (completeness of inputs), Time (freshness of underlying data), and Methodology (appropriateness of engine mix). Surfaces methodology disagreement before an IC asks.
Can VA Range outputs survive PE-grade diligence?+
Yes. Every VA Range ships with a valuation_audit_ledger, calculation_details, and methodology citations for every engine. The audit trail survives QoE, IC review, and counterparty challenge.
What does multi-seat institutional pricing include?+
Institutional tier (5-seat minimum) includes shared workspace, shared comps library, shared deal book, portfolio tracker, multi-user audit trails, methodology lock across the team, white-label option for advisory practices, and annual billing. For larger teams contact sales.
09 · OPEN THE TERMINAL

The bottleneck between sourcing and committee. Removed.

One platform. Full suite. 10 core models and 40 sector models, automated IC-ready PDFs, and a PE-shape Deal Pipeline across every stage.

Value Alpha · Buy Business platform
Run valuation