The AI-native operating system for private company acquisitions
The whole acquisition, on one operating system.
A defensible range at the centre, and the whole deal around it: documents, price, files, buyers, market and portfolio, on one record.
Three steps
From documents to a range, and then through the deal.
- 01
Send what you have.
Three years of statements or a one-page teaser, as PDF, Excel, CSV, or QuickBooks. The figures are read out, standardised, and checked.
- 02
Every relevant method runs, calibrated to the sector.
DCF, comparable companies, precedent transactions, an asset floor, scenario planning and a model built for the business's own industry, all at once.
- 03
Then the deal actually starts.
The range becomes the thing everything else is measured against: what an offer is judged by, what diligence has to survive, what a buyer is shown at market, and what the portfolio re-prices against later.
The product
Every part of the deal, on one record.
How we build
AI reads. Engines calculate. People decide.
Deterministic engines compute the range, AI does the reading and clears the busywork around it, and the decision stays with you.
Financials
FY2025 accounts.pdfManagement accounts.xlsxEBITDA$895KHow we calculated this
EBITDA = Gross profit − Operating expenses + Add-backs
Gross profit (calculated)1$1.7M−Operating expenses (your document)2$920K+Add-back: owner salary above market (your document)3$115KEBITDA$895KWhere each figure came from
Select a source to open the document.
FY2025 accounts.pdf · Gross profit, page 4
Northwind Roofing · Profit and loss · FY2025
Services2,801,340.00Sales98,660.00Total for Income$2,900,000.00Cost of SalesTotal for Cost of Sales$1,200,000.00Gross Profit$1,700,000.00Highlighted where we read this figure.
1 thing to check
FY2024 gross profit does not tie to revenue less cost of sales, off by $18K. Flagged before it reached the valuation.
Illustrative figures. Not a real company and not a real valuation.
Scenarios
Northwind Roofing
$5.5M
Bear $4.5MBase $5.5MBull $6.4MRevenue
$2.9M
LTM
EBITDA
$895K
30.8% margin
EV / EBITDA
5.9x
blended
SDE (deal-based)3.4x EV / SDE$4.3M49%DCF5-yr, detail in engine$6.7M41%Precedent transactions7.4x EV / EBITDA$6.2M10%Versions
- v4
Emily Parker · Revenue growth 8% → 10%
Current2 h ago - v3
Michael Reynolds · SDE multiple 3.2x → 3.4x
yesterday
Illustrative figures. Not a real company and not a real valuation.
The VA Assistant explains any number on the page and names the assumption driving it.
VA Assistant
Why is the DCF higher than the comps?
The DCF assumes margin holds at 30.8% through the forecast, while the comps set prices this sector nearer 22%. Most of the $1.2M gap is that single assumption. Lower it to 25% and the two land within 8%.
Illustrative figures. Not a real company and not a real valuation.
- v4
Deal Book
Sourced
Northwind
$5.5M
Next: add-backs
Assigned to Emily Parker
Cedar
$2.1M
Screened
Halden
$3.4M
LOI
Ardent
Assigned to Michael Reynolds$8.2M
Next: draft LOI
Due diligence
Brightwater
$4.1M
Finance
Summit
$6.8M
Closed
Marek
$2.6M
Illustrative figures. Not a real company and not a real valuation.
Data room
Data roomHVAC
Documents in the HVAC folder Document Type Acme_HVAC_Income_Statement_FY2023-2025.pdf Financials Sep 22 Acme_HVAC_Balance_Sheet_FY2023-2025.pdf Financials Sep 22 Acme_HVAC_Financial_Statements_FY2023-2025.xlsx Financials Sep 22 HVAC_Valuation_Report.pdfv3 · latest Report Sep 26 HVAC_Valuation_Model.xlsx Report Sep 26 Shared with 2 buyers · view only · watermarked
Pinnacle Capital opened the income statement · 3 min ago
Illustrative figures. Not a real company and not a real valuation.
Marketplace
Report available
Example opportunity HVAC services · Upper Midwest, US
Family-owned HVAC contractor
- Revenue
- $6.2M
- EBITDA
- $1.1M
- Asking price
- $4.6M
Owner-provided figures, not verified by Value Alpha Marketplace.
Illustrative figures. Not a real company and not a real valuation.
Portfolio
HoldingPaidNowChangeMarek Insulation$2.1M$2.6M+24%Cedar Mechanical$1.4M$1.3M-7%Halden Plumbing$3.0M$3.4M+13%Illustrative figures. Not a real company and not a real valuation.
One record, every stage. The same documents and the same range carry from the first teaser to the portfolio after close.
What Value Alpha customers have to say
Questions
Is Value Alpha a valuation tool?
It contains one, and the valuation is what everything else is measured against. But the product covers the whole acquisition: reading and storing the documents, tracking every live conversation against the range, bringing a business to market and matching it with buyers, and re-pricing what you own as markets move.
What documents can I upload?
PDF and spreadsheet financials, including QuickBooks exports. Three years of profit and loss and balance sheet is ideal. A one-page teaser is enough to begin.
Does AI calculate my valuation?
No. The range follows the valuation methods a buyer, lender, or broker would run, and every method, weight, and comparable behind it is shown for you to check. AI reads your documents, suggests the sector for you to confirm, drafts the memorandum, and explains results. It does not set a multiple, a discount rate, or the range.
Is the result AI generated?
The reading and the explanations are, and their output is marked for your review. The range is not: no multiple, discount rate, weight, or figure in it is generated by AI, and the same inputs return the same range every time.
How do I know where a number came from?
Every extracted figure records the page and line it was taken from, and accounting checks flag anything that does not tie before it reaches the valuation, so you can check the source rather than trust the total.
How long does it take?
About ten minutes from upload to a finished range. Reading and checking the documents takes most of that; the methods themselves run in roughly three minutes.
Every method shown, every weight explained, every figure sourced.
Tell us about the business and we will show you how we would approach it.






