Valuations and Modelling

Unlock Growth by Accelerating Your V&M Work

Do more work at higher quality, from comp screening and DCF builds, to client-ready Q&A and valuation decks.

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Tracelight in Valuations and Modelling

435h

Freed up for higher-leverage work per person, per year

1.43x

Increase in engagement capacity

15x

ROI

Comps Screening.xlsx

C10

Ticker

Company

EV/EBITDA

Screen

ABCD

Alpha Soft

13.2x

Pass

EFGH

Beta Cloud

11.8x

Pass

IJKL

Gamma Ltd

15.1x

Pass

MNOP

Delta PLC

10.4x

Pass

QRST

Epsilon SA

12.6x

Pass

UVWX

Zeta Corp

9.8x

Pass

YZAB

Eta Systems

12.9x

Pass

CDEF

Theta Inc

11.2x

Pass

Median

12.2x

Screen

WACC

Output

Ready100%

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Comps screening

Screen the comps set and map it into the WACC template

Tickers, formulas and screening rules are applied from project context, then mapped into the WACC template.

Tickers pulled

24 / 24

Screens applied

6 / 6

The median multiple is mapped into the WACC template.

CapIQ

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Comps

Comps Screening

Generate a comps screening table with CapIQ tickers, formulas, and an insight summary based on your project context. Map the comps directly into your WACC multiple template.

DCF Valuation.xlsx

Line

FY25

FY26

FY27

EBIT

12.1

14.8

17.6

Tax (25%)

(3.0)

3.7

(4.4)

NOPAT

9.1

11.1

13.2

D&A

2.2

2.4

2.7

Capex

(2.8)

(3.0)

(3.3)

Δ WC

(0.8)

(0.9)

(1.1)

FCFF

7.7

9.6

11.5

142.0

Discount factor

0.93

0.86

0.79

0.73

PV of FCFF

7.2

8.3

9.1

103.7

Enterprise value

186.4

DCF

WACC

Sensitivity

Ready100%

Formula consistency

(0/5)

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Model review

Build the DCF, then run model review before it goes to the client

The model is built from the operating case — now handing over to model review.

Schedules built

8 / 8

Every formula is traced and reperformed against source:

HighTax sign flipped in cash flow bridge

HighTerminal value double-counts exit multiple and growth

Two issues flagged — fixes suggested inline in the workbook.

DCF Valuation.xlsx

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DCF

DCF Builds

Build and audit your DCF valuation models in minutes with the most accurate model review and build tool in the world. Stress-test assumptions and explore hypotheses with interactive spreadsheet apps.

Valuation Q&ALinked to the underlying model

Working capital seasonality

WC!B12

Customer concentration

Rev!D4

Capex vs growth plan

CF!C18

Tax rate bridge

Tax!A2

One-off adjustments

QoE!F9

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Valuation Q&A

Draft the management Q&A from the valuation review

Open points are scoped from the model, with every question linked to its cell.

Questions drafted

12 / 12

Linked to model cells

12 / 12

The draft stays in sync as the model evolves.

QA_draft.docx

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Q&A

Valuation Q&A

Scope and understand potential issues and points that need clarification from management, then build a professional-grade valuation Q&A linked directly to the underlying spreadsheets.

Valuation Deck.pptx

Implied value rangeEnterprise value, $M

DCF

Trading comps

Transactions

162–214

155–198

170–225

Low$162M

Mid$186M

High$214M

Source: DCF Valuation.xlsx · Tracelight1

Slide 1 of 3

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Presentation

Build the valuation deck from the DCF model for the client call

Deck built from the workbook in the firm template. The slides stay live — when the workbook changes, both the PowerPoint and HTML versions update.

Slides generated

3 / 3

Cross-checks passed

14 / 14

Showing “Implied value range” — exported to PowerPoint and HTML.

Slide 1

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Decks

Presentation

Unify your analysis with valuation context to create polished decks 80-90% faster. Update PowerPoints instantly, build Valuation decks directly from the Excel model, and cross-check against the underlying DCF analysis.