Valuation Agent
DCFs, comps, and a memo you can defend.
DCFs, comps, and a memo you can defend. Runs discounted-cash-flow and comparable-company analysis against live market data, then drafts an investment-committee-ready memo with the workings shown. Every action scored, logged, and reversible.
- System records
- Policy & rules
- Third-party feeds
- Structured records
- Scored recommendations
- Posted transactions
Why this work breaks at scale.
Done by hand, it's slow, error-prone at volume, and gets pricier with every head you add. The bottleneck is the swivel-chair between systems, not effort.
What the Valuation Agent does for your team.
Explains every decision
Each output ships with its reasoning and the source it drew from, so a reviewer can confirm rather than re-derive.
Scores and prioritises
Ranks work by risk, value, and urgency so the queue reflects what actually needs attention first.
Escalates cleanly
Knows the edge of its competence and hands off without losing a single line of context.
Human-in-the-loop by design
Routine cases run end-to-end; anything above your confidence or value threshold is routed to a person with the full context attached.
Record, report, and assure, from one ledger view.
Ingest
Pulls in the relevant records and documents the moment they arrive.
Extract & validate
Structures the data and checks it against your rules and reference masters.
Decide or draft
Resolves the routine case or prepares a recommendation for review.
Post & log
Commits the outcome to your system of record with a full audit trail.
- System records
- Policy & rules
- Third-party feeds
- Email & chat
- Structured records
- Scored recommendations
- Posted transactions
- Exception flags
Deployed into the systems you already run.
No rip-and-replace. The Valuation Agent connects to your existing finance tooling and writes back to your system of record.
Deployed for Corporate development & valuation desks — analyst throughput multiplied.
The practical details.
A first version typically runs against your own data within weeks, the first agent can be live in as little as 48 hours, with full deployment in two to eight weeks.
Yes. You own 100% of the IP, code, and documentation. There is no platform lock-in and the full system transfers to your team.
No. It removes the low-judgment, repetitive work and routes anything consequential to a person with the context attached, so your team spends time where judgment actually pays off.
It integrates with the finance systems you already run, SAP S/4HANA, Oracle Fusion, Workday and more, with no rip-and-replace.