Financial Modeling
Three-statement models, forecasts, operating cases and scenario analysis.
Execution support for investment teams
Analytical capacity for live transactions.
Valanca takes ownership of the execution-heavy analytical layer across financial modeling, backend research, due diligence, and transaction and marketing materials, giving deal teams more time for judgment, client conversations, negotiation and decisions.
Designed to sit inside your process. Banker-led execution, intelligent workflow automation, documented assumptions and outputs ready for senior review.
CIMPitchbookInvestment Memo
Transaction materials
Investment Overview
Financial model · USD m
Operating Case
HistoricalForecastUpsideRevenue8092100EBITDA162024Cash Flow101316Valuation136170204
Forecast: base caseEnterprise value = EBITDA × 8.5x
Company and buyer research
Profile ACore fitProduct overlap
Profile BAdjacentNew market
Profile CSelectiveNiche capability
Illustrative deliverables.
Core services
Work your team can use immediately.
Focused analytical support for active mandates, investment decisions and ongoing portfolio work.
Valuation
DCF, trading comparables, transaction comparables and returns analysis.
Transaction Materials
CIMs, pitchbooks, investment memos and management presentations.
Research & Diligence
Company research, buyer mapping, screening and financial analysis.
Who we support
Built around the work your team commissions.
Select your team to see a representative assignment. All figures are hypothetical and shown only to explain the analysis.
Investment banks
Execution support across pitches and live mandates.
Financial analysis and materials aligned to the standards of senior bankers and client teams.
- CIM and pitchbook preparation
- Valuation workbook
- Buyer and target research
Valuation range
Enterprise value · USD mDCF
150–190
Trading comps
140–180
Transaction comps
160–210
Illustrative analysis. Ranges use a common scale.
Equity research firms
Earnings analysis linked to the company model.
Fast, structured support through earnings cycles and estimate revisions.
- Reported vs forecast review
- Company model updates
- Research note support
Actual vs forecast
USD mRevenue
EBITDA
EPS
ReportedForecast
Illustrative analysis. All columns use a zero baseline.
Transaction advisors
Financial analysis that supports diligence conclusions.
Clear schedules that connect adjustments, working capital and diligence questions.
- EBITDA adjustment bridge
- Working-capital schedule
- Diligence question log
EBITDA adjustment bridge
USD m14.0Reported
+2.0Restructuring
+1.0Litigation
−0.6Disposal gain
16.4Adjusted
Illustrative analysis. 14.0 + 2.0 + 1.0 − 0.6 = 16.4.
Private equity
Decision-ready analysis for screening and IC review.
Integrated work across the investment thesis, returns and downside scenarios.
- LBO sensitivity analysis
- Investment memo
- Target screening
Five-year equity IRR
Entry multiple / exit multiple9.0x10.0x11.0x8.0x21.5%24.6%27.4%8.5x18.7%21.7%24.4%9.0x16.2%19.1%21.8%
Illustrative analysis. Entry EBITDA $10m, year-5 EBITDA $14m; debt falls from $40m to $20m; no interim distributions, fees or cash.
Venture capital
Operating analysis for growth and funding decisions.
Research and model support that connects market position to capital efficiency.
- Competitive landscape
- Unit economics and runway
- Investment memo
Unit economics and runway
Per customer / USD mMonthly revenue$100
Gross margin70%
CAC$560
CAC payback8 mo.
Cash runway at $0.8m monthly net burn15 months
Illustrative analysis. Payback = $560 ÷ ($100 × 70%). Runway = $12m ÷ $0.8m.
Corporate development
Structured evaluation before and after signing.
Models and trackers that connect transaction rationale to integration priorities.
- Acquisition comparison
- Synergy model
- Integration tracker
Acquisition comparison
USD mProfile AProfile BRevenue8054EBITDA169Strategic fitCoreAdjacent
Annual run-rate EBITDA benefit$4.5m
Illustrative analysis. $3.0m cost savings + $1.5m revenue-synergy EBITDA contribution.
Transaction process
Support where the pressure is highest.
Engage Valanca for one workstream or several. The scope follows the assignment, not a fixed sequence.
Selected workstreams can run independently or in parallel.
Capabilities
Senior-review-ready output, without permanent headcount.
Valanca works within defined analytical boundaries, reinforcing the internal team during high-intensity transaction cycles.
Modeling & Valuation
Integrated models and decision cases built around transparent assumptions and validation checks.
Three-statement modelsDCF & compsLBO & IRRSynergiesDownside cases
Research, Screening & Diligence
Structured company, buyer and financial analysis that moves directly into the process.
Target universesBuyer mappingEBITDA adjustmentsWorking capitalUnit economics
Materials & Process Support
Clear transaction and marketing materials and trackers prepared for management, client, IC and board circulation.
CIMsPitchbooksInvestment memosData-room supportProcess trackers
Finance Workflow Automation
Repeatable research, model-update, reporting and materials workflows that reduce manual production while preserving banker review and ownership.
Research workflowsModel updatesData processingRecurring reportingQA checks
Research file
Company Profiles
Business modelMarket positioningOwnershipStrategic fitSoftware & TechnologyCompany and market research
HealthcareCompany and market research
Business ServicesCompany and market research
IndustrialsCompany and market research
Engagement structure
Built to fit the mandate.
Clear scope, controlled access and a defined review process from the start.
Project-Based Support
Defined output aligned to a transaction milestone or decision.
Diligence Surge Capacity
Short-term reinforcement during an active process or compressed review period.
Retainer Execution Support
Ongoing modeling, screening, research and portfolio analytics capacity.
About Valanca
Execution capacity for lean investment teams.
Valanca Partners supports investment professionals across cross-border transactions, valuation, diligence analytics and portfolio monitoring. We take ownership of the analytical and production work behind the mandate so client teams can remain focused on judgment, relationships and execution decisions.
Focused role
We provide analytical execution support within agreed boundaries.
Aligned output
Materials follow the client’s model, formatting and review standards.
AI-trained finance talent
Members of our junior banking team have worked as expert trainers and evaluators for leading AI models, including Claude, Gemini and ChatGPT. This gives us practical depth in applying and reviewing AI-assisted finance workflows.
Clear limits
We do not broker transactions, raise capital or provide legal or tax advice.
Confidential discussion
Tell us where your team needs capacity.
Share the workstream, timeline and output required. We typically respond within 24 hours.
Do you replace internal analysts?
No. We add capacity during peak activity.
Do you sign NDAs?
Yes. All engagements are confidential.
Can you follow our templates?
Yes. Outputs can align to existing IC, board and client standards.