The deliverable
A memorandum in the structure a lender or buyer expects.
The range is only as useful as your ability to defend it. Every valuation ships as a document that shows its workings, so the person across the table disagrees with a specific assumption, not with a conclusion.
What you are handed
The report, the model, the deck, and the workspace they live in.
Every valuation ends in files you can hand to someone else, and in a workspace where the deal continues. Each item below is something you can open and check.
The PDF memorandum
The range, each method's conclusion and its weight, the comparables, the scenarios, and the source trail back to your documents, in the structure a lender or buyer expects.
The Excel model
Nine tabs with live formulas, so an analyst can change an assumption and watch the range move, on the Pro and Team plans.
The PowerPoint deck
The valuation as slides, exported from the same figures as the memorandum, for a board, a partner meeting, or a lender.
The Data Room
Every document behind the valuation, stored once, shared by link, and reused by every valuation after.
The Deal Book
Every live target or buyer by stage, from first contact to close, with its valuation and its offers attached.
The portfolio view
What you own and what you watch, each business with its latest valuation, revalued as markets move.
The Marketplace
When your business is ready to list, bring it to market anonymously and meet buyers who fit it.
In every report
- Executive summary and the bear, base, and bull range
- Each method's conclusion and the weight it carried
- Comparable companies and precedent transactions used
- Scenario and sensitivity analysis
- Full source trail back to your documents
- Financial appendix with standardised statements
Sample
Read a sample memorandum.
The same document every customer receives, on a sample company: the range, the methods and their weights, the comparables, and the source trail.
Sample report
Tell us who you are and the sample memorandum opens here.
On the Pro and Team plans
The Excel model is the full valuation with live formulas, every method on its own tab.
Create an account to get these with your own valuation.
On the Pro and Team plans
The PowerPoint deck is built from the same valuation, ready for an investment committee or a buyer meeting.
Create an account to get these with your own valuation.
Questions
Can I read a sample before I buy?
Yes. Tell us who you are in the form above and the sample memorandum opens on this page.
Can I share the report?
Yes. Open it in the dashboard, share it by link, or export the PDF memorandum. Editable Excel models and white-label reports are available for advisory teams.
Do I get the Excel model with a single report?
No. A single report is the PDF memorandum. The Excel model, nine tabs with live formulas, comes with the Pro and Team plans and is built from the same figures as the memorandum.
What can I use the report for?
It is built to be read by someone who will push back: a buyer, a partner, a board, an adviser. Every report shows its methodology, sources, comparables, and sensitivity analysis, so each number can be traced. What any particular third party accepts is their decision, and it is not a formal appraisal or a certified valuation.
See what the memorandum would say about your business.
Tell us about the business and we will show you the report it would produce.