Walkthrough

Valuation

Comparables, DCF, scenarios, synergies, in one model, not five linked sheets. Every multiple sourced, every assumption named.

The job

A valuation, for a sell-side process, a buy-side bid, or a fairness opinion. You have comparable transactions, a target's financials, and a number you'll defend in a committee room.

How it works in Aleora

Connect your sources; Aleora reads, structures, and tests them into one model. The deck and the Excel come out of it, and never drift from it.

Connect & ingest

  • ConnectorsData rooms, drives, CRM, market-data feeds
  • Data ingestionSpreadsheets, filings, financials
  • Document analysisTranscripts, reports, PDFs, read and structured

The Aleora model

Everything converges into one typed, traceable model. Every figure keeps its source.

Ingest · Structure · Test · Surface · Present

What comes out

  • A deckIn your firm's format
  • An Excel modelEvery figure traceable to source
  • ScenariosRe-run in seconds
  • A decision you can defendThe judgement stays yours

The engagement, section by section

  1. 01

    Comparable transactions

    IngestStructureSurface

    Ingest the precedent deal list, target screens, and broker reports. Structure the comparables universe with the criteria that actually fit, sector, geography, deal size, vintage. Surface the relevant multiples (EV/EBITDA, EV/Revenue, forward and trailing). Every comparable traces to its source filing or news release.

    What Aleora does

    Builds the comparables universe from your deal list and surfaces the multiples, each traced to its source filing.

  2. 02

    Trading multiples

    IngestStructureSurface

    Ingest the peer-group financials and current market data. Structure the trading universe, public comparables, screened for relevance. Surface the multiples grid with date-stamped market data. Source every figure to its provider.

    What Aleora does

    Assembles the public-comparables set with date-stamped market data, every figure sourced to its provider.

  3. 03

    DCF model

    StructureGroundTest

    Structure the target's three-statement projection, operating model, working capital, capex, cash flow. Ground the assumptions in management's plan and your independent view. Test WACC and terminal-value sensitivities, small assumption moves, large valuation moves. Every line item is editable, every chain visible.

    What Aleora does

    Stands up the three-statement model and recomputes WACC and terminal-value sensitivities as you move them.

  4. 04

    Scenario range & synergies

    TestPresent

    Test the model under base, upside, and downside cases. Synergy assumptions toggle independently, strategic vs. financial buyer, full vs. phased capture. Present the football-field range with every method side by side: comparables, trading, DCF base, DCF upside, DCF downside.

    What Aleora does

    Toggles synergy and buyer assumptions and renders the football-field range across every method.

  5. 05

    Synthesis & defensible range

    Present

    Present the recommended range into a fairness opinion, IC paper, or pitch deck, in your firm's format. The bridge from method to recommendation is visible; the assumptions that move the number are named on the slide. The decision it serves: what to bid, what to accept, what to defend.

    What Aleora does

    Generates the fairness opinion or IC paper from the model, the assumptions that move the number on the slide.

One model, every method tied together. Move one assumption, every multiple updates. The recommended range is a number you stand behind in the room.

See the full valuation workflow, talk to us