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For the moments the company changes shape.

Valuations, fundraises, diligence, and post-merger discipline, from the firm that also keeps your books defensible.

Think

Know what it is worth and what it will survive.

  • Investor-readiness diagnostics: scorecard, red-flag tracker, action plan
  • Valuation opinions: DCF, comparables, precedent transactions
  • Buy-side & sell-side commercial diligence
  • Capital structure & ESOP design: cap table scenarios, scheme policy

An independent, defensible view on value, from people who will also stand behind the model in the room.

Transform

Get the process ready to run.

  • Three-statement financial models with scenarios and KPI bridges
  • IM, teaser & data-room setup
  • Post-merger integration planning: Day-1 playbook, synergy tracker
  • Debt restructuring negotiation support

Materials built to the standard diligence actually applies, so nothing is re-issued mid-process.Packaged: Investor-Ready in 30 & PMI Sprint →

Operate

Keep investors and integrations on track.

  • Board packs & investor-relations ops
  • Post-merger benefits tracking: dashboards, RAID logs, owner actions

The reporting rhythm that keeps a board calm and a deal thesis honest.

A worked example

A valuation opinion reconciles at least two independent methods (typically a DCF built on the company's own projections, and a comparables analysis benchmarked against recent transactions in the same sector) and explains any material gap between them rather than picking whichever number is more convenient. See how this discipline played out in two live diligence situations: an ESOP liability caught before it crystallized, and an FCGPR gap caught before it derailed a round.

Common questions

Do you provide valuation opinions we can actually rely on in a transaction?

Yes. DCF, comparables, and precedent-transaction valuations, delivered by the same team that stands behind the model in the room, not handed off to a separate valuation desk.

Can you run both sides of a diligence process?

We run buy-side and sell-side commercial diligence, and because we also keep many clients’ books, the diligence materials we build meet the standard diligence actually applies against, so nothing needs to be re-issued mid-process.

What happens after a deal closes?

Post-merger integration planning and benefits tracking (the Day-1 playbook, synergy tracker, board packs, and RAID logs) carry the deal thesis through into board reporting, so integration doesn’t quietly stall after signing.

Deals & Corporate Finance

For the moments the company changes shape.

Valuations, fundraises, diligence, and post-merger discipline.

Talk to us
For the moments the company changes shape.

Start a conversation about this.

Five business days from first conversation to a written, fixed-fee proposal. The cost is known before the work begins.

care@clairvoyis.com