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Enter your work email and we'll show you pages from a sample valuation pack and a sample diligence pack, so you can judge the quality before we talk. We follow up about a fit for your deal.
Buy-side M&A · valuation and due diligence
Value the target, diligence the business and take one recommendation to your investment committee — board-grade models, decks and memos in hours, not weeks and six figures of advisory fees.
Valuing a listed target? Enter the tickers and the offer — filings, prices and consensus are pulled for you. Diligencing a business? Upload the data room. Either way every figure is tied to its source, and a reviewer signs off before anything reaches you.
Valuation and diligence on one platform · your data stays private · a reviewer signs off before release
A board asks two questions about every acquisition: what is the target worth, and is the business what it claims to be. CFO Agent answers both.
You bring: target and acquirer tickers, the offer. The valuation suite →
You bring: the data room. The diligence workstreams →
Run both on the same deal: the valuation tells you the price, diligence tells you what changes it.
Pick one pack or the full set. Every pack is built from one deal record, so the comps, the DCF, the LBO and the merger model value the same company at the same offer — and the IC pack can put them on one page.
A tiered peer set you confirm, each peer spread from its own filings — EV/Revenue, EV/EBITDA and P/E with the interquartile range and the implied value per share.
Found for each deal in the target's own industry: every acquisition confirmed in the company's SEC filings, terms read from the announcement, a cash offer checked against the final trading price, and equity value built from the merger agreement when the release does not state it.
Free cash flow from consensus and the company's own history, a WACC built from the peers' betas, and sensitivities on the operating plan as well as the discount rate.
Sources and uses, a full debt schedule with cash sweep, IRR and MOIC — and the most a financial sponsor could pay, so you know who competes at your price.
Accretion and dilution on EPS and cash EPS, purchase accounting, financing mix, leverage at close and the synergies needed to break even.
All five methods on one football field, a recommendation derived from explicit tests, the walk-away price, and a one-page summary the board reads first.
Available today for US-listed targets, in any industry.
Pick the workstream that fits the deal. Each runs end to end on your data room and returns a tied-out model, findings report and deck.
Quality of earnings — normalized EBITDA bridge, net-working-capital peg, debt-like items, and base / downside scenarios.
Target tax exposures (income, sales & use / nexus, payroll, §382) plus deal structure — asset vs stock, §338(h)(10), step-up value.
ASC 842 / IFRS 16 — complete lease register incl. embedded leases, lease liability as debt-like, and cost-synergy opportunities.
ASC 805 / IFRS 3 — identifiable-intangible valuation, goodwill, deferred-tax gross-up, opening balance sheet, and EPS drag.
FAR / DFARS / CAS / DCAA compliance plus quality of earnings — cost allowability, CMMC / SPRS, clearances / FOCI, set-aside size.
Reconciles the delivered workstreams on one target into one classification map and one equity-value bridge, with no double-count.
The same four steps whether you are valuing a target or diligencing it.
For valuation: the target and acquirer tickers, the offer, the cash / stock mix and expected synergies. For diligence: the data room and a short deal context.
Market data is pulled, or the data room is read. For a valuation you confirm the proposed peer set — each name with a one-line reason — before the build starts.
Every deck is checked against its model and every pack against the others before a person sees it. Then a reviewer releases it or sends it back.
Live-formula models, board decks and memos — ready for your own professional review and your committee.
Every pack — valuation or diligence — comes back as three tied-out deliverables. The full valuation set adds the investment-committee pack.
Formula-driven and multi-tab, every input traceable to a filing, the market data or your data room — in one consistent house style.
The recommendation first, then the numbers that support it, with every figure on a slide equal to the model's.
The argument in prose: conclusion, basis, risks and mitigants — ranked by dollar impact for diligence, by method for valuation.
With the full valuation set: the cross-method football field, the verdict and walk-away price, and a one-page summary for the board.
Every number traces to a filing, a market close or a document in your data room — never typed in.
Decks against models, packs against each other, periods, units and totals — a pack that fails does not reach review.
Output is a starting draft, not an opinion. A reviewer signs off before release, and you verify before you rely on it.
Access by invitation. You keep ownership of what you upload; we use it only to produce your deliverables.
Enter your work email and we'll show you pages from a sample valuation pack and a sample diligence pack, so you can judge the quality before we talk. We follow up about a fit for your deal.
