Advisors & deal teams
A memorandum you can put your name beside.
For brokers, accountants, independent sponsors, and deal teams: an independent second view on a client's business, produced in hours, in a structure a lender or a buyer already recognises.
01 · The situation
Advisory work runs on credibility, and credibility is expensive to manufacture. A client’s number has to survive a buyer’s analyst, a lender’s credit committee, and occasionally a court. That usually means either building the model yourself or subcontracting a valuation engagement and waiting six weeks for it.
What is genuinely useful in between is a full, sourced, method-by-method valuation you can interrogate, one that shows its workings well enough that you can disagree with a specific assumption rather than with a conclusion.
And because several people work each deal, the valuation, the documents, and the pipeline need to be visible to all of them. The associate who ran the model and the partner who takes the meeting should be looking at the same evidence, at the same version of it.
02 · What you would use
The parts that do the work for you.
Valuation & pricing
White-label reports and editable models, with every method, weight, and comparable exposed rather than summarised.
Data room & diligence
Each client in its own compartment. A folder shared with one buyer exposes nothing else in the account.
Deal management
Shared access across the deal team, with stage, offers, and documents on one record.
Marketplace & sell-side
When a client is ready to sell, a route to buyers whose mandate fits the business.
03 · In the product
Several clients, each in its own compartment.
Data Room · stored document sets
Illustrative
What Value Alpha customers have to say
“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 RuddockOwner and buyer, metal distribution
“I use it to price very niche sectors that are difficult to get right. Value Alpha makes it comprehensive and detailed.”
Joseph ParkAdvisor to mid-sized biotech, healthcare
“Value Alpha gave me a range I could take to investors, and we secured millions in financing off a forecast it created.”
Marcin OrlikOwner, manufacturing
“I stopped guessing on multiples. The sector calibration changed how we price deals.”
Mirek LisInvestor, private education
“The report reads like something a bank would hand you, not a calculator output.”
Rafał WiśniewskiPresident of Roseti Polska and founder of the Business Club at Sea
Also for
Put a second opinion in front of a client this week.
Tell us about the practice and the kind of businesses you advise. We will tell you what the output would look like with your name on it.