Valuation and forensic

The valuation and forensic workflows we automate

Methods, discounts, and conclusions never leave the credentialed professional's desk. We automate the preparation underneath, with a complete audit trail behind every figure.

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The workflows

9 workflows we automate in valuation and forensic engagements

Preparation

Today: owner compensation, discretionary expenses, non-recurring items, and related-party transactions identified by reading the detail, adjustment support assembled by hand.
We automate: candidate adjustments identified from the data, each proposed with its source transactions and rationale attached. Nothing is applied automatically. Every adjustment routes to you.
You keep: every accept, reject, or modify. This pipeline has the strictest gate in the platform because the output is built to be attacked.

Market and income approach data

Today: comparable companies and precedent transactions are pulled from subscription databases and screened by hand, and multiples are spread and normalized for size and growth differences.
We automate: candidate comps and transactions assembled from the data sources you subscribe to, multiples computed and normalized, thin or stale comp sets flagged rather than forced.
You keep: comp selection and the multiple applied.

Today: the risk-free rate, equity risk premium, and size premium for a build-up, or industry beta unlevered and relevered from guideline companies for CAPM, are pulled from published sources and a subject company's data one input at a time, and the model rebuilt whenever a source updates.
We automate: build-up and CAPM inputs assembled from the data sources you subscribe to, unlevering and relevering computed in code, each input dated and sourced so the model can be reproduced from the file alone.
You keep: model selection and every risk premium judgment.

Forensic

Today: money followed across accounts and entities in a hand-built schedule that takes weeks and breaks when a new production arrives.
We automate: transaction-level tracing schedules built from bank data across accounts and entities, commingled balances handled under the lowest intermediate balance rule where the engagement requires it, each hop sourced, updated when new records arrive.
You keep: the conclusions the tracing supports.

Today: the but-for scenario is built by hand against actual results, causation and mitigation factored in through a spreadsheet that gets rebuilt every time new data arrives.
We automate: the but-for and actual schedules built from the underlying financial data, the variance between them computed and updated as new records arrive, mitigation and offsetting benefits itemized separately.
You keep: the causation opinion and the damages conclusion.

Specialty engagement data

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How it runs

hands off to normalize

hands off to domain work

hands off to verify

hands off to exception

hands off to output

Stage	Agents	What happens
1. Intake	Financial Statement Intake, Document Review and Indexing	Statements ingested, productions searchable
2. Normalize	Spreading, Period Alignment, Restatement Handling	Consistent structure, sourced periods
3. Domain work	Owner Compensation, Discretionary Expense, Non-Recurring Item, Related-Party, Guideline Comp Screener, Cost of Capital Build-Up, Damages Schedule Builder	Adjustments proposed with source, never applied
4. Verify	Recomputation Verifier computed, Source Tie Verifier, Cross-Period Consistency	Every adjustment traced and checked for consistent treatment
5. Exception	Exception Router	Every proposed adjustment. Nothing auto-accepts
6. Output	Exhibit Generation, Audit Trail	Your exhibits, and the complete record of what was used and adjusted

The boundary

The opinion, the method, and every discount are the credentialed professional's call, never the pipeline's. We prepare the data underneath. The distinction is material, professionally and legally, and we hold it.

One schedule, from the normalization adjustments workflow

What a proposed adjustment carries

The normalization adjustments workflow above finds candidates in the data and attaches the source transactions and the rationale to each one. Nothing is applied automatically. Every adjustment routes to you, and where the record does not support a clean proposal the row says so rather than guessing.

Adjustment	Rationale	Source transactions	Status
Adj. 1 Owner compensation	Officer salary, bonus, and auto allowance isolated across all five spread periods	GL 6010, 6015, 6090 · 61 entries	Proposed
Adj. 2 Discretionary expense	Owner travel, club dues, and season tickets coded to selling expense	GL 7420 · 38 entries · FY21 to FY25	Proposed
Adj. 3 Non-recurring item	Litigation settlement booked once, with no counterpart in the other four periods	GL 8100 · JE 4471	Proposed
Adj. 4 Recurring charge, one-time coding	Coded as one-time, but the same charge appears in four of five periods	GL 8140 · FY22, FY23, FY24, FY25	Flagged
Adj. 5 Related-party rent	Rent to an entity under common ownership. The lease is not in the file, so there is no support to attach and no adjustment proposed	GL 6300 · 60 entries · lease not produced	Flagged
Adj. 6 Related party	Management fee to an affiliate, tied to the intercompany detail	GL 6350 · 20 entries	Proposed

Illustrative schedule · not client data

Name the one costing you the most.

45 minutes with the people who would build it. You leave with a written map of where your hours go and an estimate for each, whether or not we work together.

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The valuation and forensic workflows we automate

The workflows

Financial spreadingFive years of statements keyed into a spread by an analystEach period tied to its source document+

Normalization adjustmentsAdjustment support assembled by hand from the detailIts source transactions and rationale attached+

Guideline company and transaction data assemblyComparable companies and precedent transactions are pulled from subscription databases and screened by handMultiples computed and normalized+

Discount rate and cost of capital data assemblyBuild-up and CAPM inputs pulled one at a time, the model rebuilt whenever a source updatesUnlevering and relevering computed in code+

High-volume document reviewDiscovery productions and bank records read page by page for the items that matterIndexing and search across the production+

Funds tracingMoney followed across accounts and entities in a hand-built schedule that takes weeks and breaks when a new production arrivesCommingled balances handled under the lowest intermediate balance rule+

Damages and lost-profits calculation supportThe but-for scenario is built by hand against actual resultsThe but-for and actual schedules built from the underlying financial data+

Exhibit generationReport exhibits rebuilt by hand each time the analysis movesEvery figure traceable to the record behind it+

Engagement data assembly for 409A, gift and estate, and purchase price allocationCap tables, asset schedules, and PPA data assembled from client documents by the person qualified to render the opinionCap tables with option grants and preference stacks, last-round backsolve inputs+

How it runs

The boundary

What a proposed adjustment carries

Name the one costing you the most.