One diagnostic, from the share price to the first 100 days.
Start with a ticker, upload your own financials, or screen a list of targets. ValueAccel builds the same evidence for each company, in the same order, so cases can be compared and challenged. Read a sample report on Target
A listed company
Search any of 45,000 listed companies worldwide and the full diagnostic is there instantly. Compare it with the peers you pick, plus an aspirational peer chosen on spread and growth.
A private company
Fill in the financials template with two or more fiscal years. It is reconciled on upload, with any gaps flagged, then analysed like any listed company. No time? Our analysts build it from the data room in a week.
A list of targets
Upload up to 50 targets from teaser figures. Missing lines are estimated from public peers and labelled, and any target can be promoted to a full diagnostic.
Two views of the same evidence.
Company view
For the deal team working one target
The investment case, the six steps of evidence, the deal model and the 100-day plan for a single company.
Portfolio view
For partners and the investment committee
Every target under one mandate: a triage matrix, tiers from compounder to pass, growth traps flagged, and a comparative scorecard of returns and risks.
The six steps, and what you see in each.
The investment case sits on top as the answer, and every report opens with its executive summary. These steps are the evidence behind it.
Market vs intrinsic
What is the market paying for?
- Price against intrinsic value, with a bear-to-bull band
- A bridge from today’s earnings to the share price: zero-growth value, the value of growth, and the market’s premium over intrinsic
- For banks, book equity to price; for property companies, the implied cap rate against yield on cost
Value creation
Is the company creating value, and where is it heading?
- Economic profit over five years and the return on new capital
- A strategy map of scale against spread, with peers on the same axes
- Return on capital with and without goodwill, to test whether acquisitions earned their price
What must be true
What would have to be true to justify the price?
- Growth, returns and cost of capital, each solved from the market price
- Each assumption set against what the company delivered over five years
- Where the company ranks in its industry on spread, growth and price to value
Drivers and levers
Where is value gained or lost, and what would close the gap?
- A value driver tree against the close peer, line by line
- Gaps ranked by their effect on economic profit each year
- A lever playbook with paced targets, and the levers to track but not value
- The plan priced as a deal: entry and quality-of-earnings adjustments, financing and covenants, exit and add-ons, tested against your hurdle and leverage limit
Operating model
What does it take on the ground?
- Levers turned into operating targets with owners, KPIs and technology plays
- Economics per store, site or plant when you add unit data
- Whether the plan needs market growth or share gains
- The 100-day plan
What could break it
Risks, downside cases and the evidence still needed
- A risk register with what each risk moves and the question for management
- Downside cases: rates up 200 basis points, exit two turns lower, and both together
- Findings from your documents, each with its source
- The evidence still needed before committee
Targets you can defend in committee.
Every lever carries two numbers. The goal is parity with your close peer. The recommended target is paced at the 75th percentile of one-year improvements companies have actually achieved.
So when a partner says parity in three years is unrealistic, the case already agrees.
In development: switch a whole case between median pace, recommended pace and full parity, and see the returns update.
today
parity
Forensic data checks on every company.
The checks a diligence team would run by hand, run before any number reaches your screen.
Reconciled invested capital
Invested capital is tied back to the balance sheet before anything is valued.
Leases capitalised
Right-of-use assets sit in invested capital and lease interest is added back to operating profit.
Reported or estimated
Every line is marked as reported or estimated, including figures imputed from peers when filings don’t map.
A confidence rating
Each company carries a data confidence rating, shown on every screen and report.
No targets from weak data
Flagged lines, model-dependent lines and immaterial gaps set no targets at all.
Method in every report
Each report closes with a data quality and method appendix your team can audit.
The Analyst works from your evidence.
Ask questions about a company or a portfolio. Answers use only the diagnostic’s own numbers for what is on screen, and the documents you add to the project.
Ask
Which implied assumption is least plausible? Which lever is worth the most? Answers are built from the numbers on screen and cite the documents they draw on.
Read documents
Add a teaser, CIM, quality-of-earnings report, management presentation or call notes. Customer concentration, key contracts and other findings go into the risk register with their source.
Draft
A one-page investment case, the risks section of the IC memo, a note to the deal team, or an interview guide for management. You edit before anything is shared.
What you take away
- Full company report See a sampleHTML and PDF
- 100-day planHTML and PDF
- Portfolio reportHTML and PDF
- IC deck, eight slides with editable chartsPowerPoint, in development
- Deal model with live formulasExcel, in development
How teams work in it
Projects. Save a company as a project with its documents, deal terms and notes.
Code names. Show a code name instead of the target on every screen, export and Analyst answer.
Fund mandates. Start from buyout, mid-market or long-only rules, then set your own hurdle and limits. Verdicts and scorecards follow them.
Saved runs. Every analysis is kept with the data version it used.
See the six steps on your target.
Bring a ticker or a teaser to the demo and we will run it with you.