Valuation Support
DCF models, trading comps, precedent transactions, VC methods, and sector-specific valuation metrics.
Executive Summary
Valuation is where art meets science. Whether you're building a DCF, screening comps, or applying sector-specific methods, precision and consistency matter. Our valuation support team delivers rigorous, auditable models and analyses across multiple frameworks—so you can defend your numbers and make confident investment decisions.
We work alongside your team to build, maintain, and refine valuation models that reflect best practices and adapt to changing market conditions.
Who This Is For
Investment teams needing standardized valuation frameworks
Private equity and venture capital firms evaluating deals
Corporate development teams assessing M&A targets
Equity research analysts building coverage models
Portfolio managers requiring ongoing valuation updates
Problems We Solve
Inconsistent methodologies
Different analysts using different assumptions and frameworks, making comparisons difficult
Time-intensive model builds
Building complex DCF or comp screens from scratch pulls you away from strategic analysis
Outdated or stale valuations
Models that aren't maintained regularly lose accuracy and credibility
Sector-specific complexity
SaaS, fintech, marketplaces, and other sectors require specialized metrics and approaches
Lack of audit trail
Unable to defend assumptions or trace back valuation changes over time
Capabilities
Discounted Cash Flow (DCF)
- • Free Cash Flow to Firm (FCFF) and Free Cash Flow to Equity (FCFE) models
- • Reverse DCF to back out implied growth expectations
- • Sensitivity analysis and scenario planning
Market Approach
- • Trading comps: peer group selection, normalization, and multiple analysis
- • Precedent transactions: M&A deal screening and premium analysis
- • Sum-of-the-parts (SOTP) valuation for diversified businesses
Private/VC Methods
- • VC method: pre-money/post-money calculations and exit scenarios
- • First Chicago method: probability-weighted scenario analysis
- • Scorecard and Berkus methods for early-stage startups
Alternative Lenses
- • LBO-implied value: reverse-engineering sponsor returns
- • Residual income and Economic Value Added (EVA) models
- • Real options valuation when uncertainty is path-dependent
Sector-Specific Metrics
- • SaaS: ARR, NRR, CAC payback, LTV/CAC
- • Fintech: TPV (Total Payment Volume), take rate, active users
- • Marketplaces: GMV (Gross Merchandise Value), take rate, liquidity metrics
- • Consumer & Gaming: ARPU (Average Revenue Per User), DAU/MAU, retention cohorts
Approach
Scoping & Framework Selection
We understand your investment thesis, sector context, and data availability to select the most appropriate valuation methods and metrics.
Model Build & Validation
We construct rigorous, transparent models with clear assumptions, sources, and audit trails. Every model is peer-reviewed before delivery.
Ongoing Maintenance
Valuations aren't static. We refresh models on your cadence—quarterly, monthly, or event-driven— ensuring your numbers stay current and defensible.
Sensitivity & Scenario Analysis
We stress-test key assumptions and provide scenario-based outputs so you can see the range of outcomes and understand what drives value.
Deliverables
DCF models (FCFF, FCFE, reverse DCF) with detailed assumptions and sensitivity tables
Trading comps and precedent transaction screens with peer benchmarking
VC method, First Chicago, or scorecard valuations for private companies
LBO-implied value and residual income models for alternative perspectives
Sector-specific dashboards (ARR, NRR, TPV, GMV, ARPU, etc.) with historical trends
Valuation summary memos explaining methodology, key drivers, and recommendation
Example Outcomes
Growth equity firm: Built First Chicago method valuation for Series C SaaS company, incorporating ARR growth scenarios and NRR assumptions. Model supported $150M investment decision.
Public equity team: Maintained DCF and trading comps for 40-name coverage universe, refreshing quarterly and after earnings. Standardized methodology reduced model review time by 60%.
Corporate development: Created sum-of-the-parts valuation for multi-segment target, including precedent transaction analysis. Supported M&A committee recommendation and negotiation strategy.
Build Defensible Valuations
Let's discuss how we can support your valuation needs—whether it's a one-off model or ongoing maintenance across your portfolio.
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