Skip to content
Value Alpha

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.

  1. 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.

  2. 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.

  3. 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.

  1. Every figure names the page it came from.

    A valuation built on a mis-transcribed EBITDA is precise, internally consistent, and wrong, and nobody finds out until diligence.

    01 · Data extractionFinancials read out of PDFs, with the page each figure came from.
    Value AlphaFinancials
    PDFFY2025 accounts.pdfXLSManagement accounts.xlsx
    EBITDA$895K

    How 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$115K
    EBITDA$895K

    Where each figure came from

    Select a source to open the document.

    FY2025 accounts.pdf · Gross profit, page 4

    Northwind Roofing · Profit and loss · FY2025

    Services2,801,340.00
    Sales98,660.00
    Total for Income$2,900,000.00
    Cost of Sales
    Total for Cost of Sales$1,200,000.00
    Gross Profit$1,700,000.00

    Highlighted 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.

  2. Same inputs, same range, every time.

    The number is computed, not generated: explainable, auditable, and repeatable. Move an assumption and the range moves with it.

    02 · Valuation & pricingEvery method a buyer would run, weighted and sourced.
    Value AlphaScenarios

    Northwind Roofing

    $5.5M

    Bear $4.5MBase $5.5MBull $6.4M

    Revenue

    $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%
    $2.9M
    $920K
    3.4x

    Versions

    1. v4

      Emily ParkerRevenue growth 8% → 10%

      Current2 h ago

    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.

    Value AlphaVA 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.

  3. A workflow that points at the alpha

    The Deal Book holds every target by stage, from first contact to close, each card carrying its value, and its next step where one is due.

    03 · Deal managementEvery target by stage, from first contact to close.
    Value AlphaDeal 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.

  4. One room for every document

    Upload the documents you have. The ones that carry figures are read and fed into the valuation; the rest are filed and shareable.

    04 · Data room & diligenceDocuments stored once, shared by link, reused by every run.
    Value AlphaData room

    Data roomHVAC

    Documents in the HVAC folder
    DocumentType
    Acme_HVAC_Income_Statement_FY2023-2025.pdfFinancials
    Acme_HVAC_Balance_Sheet_FY2023-2025.pdfFinancials
    Acme_HVAC_Financial_Statements_FY2023-2025.xlsxFinancials
    HVAC_Valuation_Report.pdfv3Report
    HVAC_Valuation_Model.xlsxReport

    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.

  5. Bring a business to market, and meet buyers who fit it.

    Listed anonymously: a sector, a region, one line and three bands. Buyers who fit it meet the owner after a signed NDA and the owner's approval.

    05 · Marketplace & sell-sideBring a business to market, and meet buyers who fit it.
    Value AlphaMarketplace

    Value AlphaReport 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.

  6. What you hold, at today's value

    What you paid, what it is worth now, and the difference, per holding.

    06 · Portfolio monitoringWhat you own and what you watch, revalued as markets move.
    Value AlphaPortfolio
    HoldingPaidNowChange
    Marek 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.

Testimonials

What Value Alpha customers have to say

  • Sam Ruddock
    “I know what my business is worth now, and I am ready to take minority investment. I will use it to value the distribution businesses I want to buy too.”
    Sam Ruddock
    Owner and buyer, metal distribution
  • Joseph Park
    “I use it to price very niche sectors that are difficult to get right. Value Alpha makes it comprehensive and detailed.”
    Joseph Park
    Advisor to mid-sized biotech, healthcare
  • Marcin Orlik
    “Value Alpha gave me a range I could take to investors, and we secured millions in financing off a forecast it created.”
    Marcin Orlik
    Owner, manufacturing
  • Mirek Lis
    “I stopped guessing on multiples. The sector calibration changed how we price deals.”
    Mirek Lis
    Investor, private education
  • Rafał Wiśniewski
    “The report reads like something a bank would hand you, not a calculator output.”
    Rafał Wiśniewski
    President of Roseti Polska and founder of the Business Club at Sea

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.

Know what any private company is worth.
Get started