Transaction readiness for buyers, sellers, and advisors.
Valora helps lower-middle-market transaction teams prepare, analyze, organize, and execute deals with financial clarity and workflow discipline.
Transaction workflow
Readiness command center
3 roles
Buyer, seller, and advisor workstreams organized around the same transaction file.
EBITDA / SDE
Normalized earnings
$810K
Supportable adjustments, review notes, and diligence context tied to valuation output.
Deal execution
Diligence workspace
Live
Track requests, support status, risk visibility, and buyer-ready reporting.
Platform position
Financial clarity across the transaction lifecycle.
Valora is built for the work that determines whether a lower-middle-market transaction is prepared, defensible, and executable.
Prepare sell-side financial support before buyer scrutiny begins.
Give buyers sharper visibility into valuation, risk, working capital, and deal structure.
Equip advisors with role-specific workflows, client-ready reporting, and transaction oversight.
Role-specific workflows
Built for Every Side of the Transaction
Buyer, seller, and advisor workstreams stay distinct while sharing the same transaction discipline.
Workflow
The Seller
Move from internal financials to buyer-ready support with transaction readiness, financial cleanup, EBITDA/SDE normalization, diligence preparation, and working capital support.
Workflow
The Buyer
Review a target with more discipline across diligence requests, risk visibility, market comps, valuation benchmarking, deal structure analysis, and LOI preparation.
Workflow
The Advisor
Orchestrate client and project workspaces with normalization workflows, report generation, diligence tracking, market comps, collaboration, and transaction workflow oversight.
Buyer
diligence review, risk visibility, benchmarking, deal structure, and LOI preparation
Seller
readiness planning, cleanup, normalization, diligence support, and buyer-ready reporting
Advisor
client workspace, workflow oversight, collaboration, reports, and transaction execution support
Platform workflow
From financial support to deal execution.
Each step preserves the assumptions, schedules, and review status needed for buyer diligence, sell-side preparation, and advisor oversight.
01
Prepare the file
Organize financial statements, assumptions, normalization items, working capital inputs, and diligence requests.
02
Analyze the transaction
Run valuation support, market comps, EBITDA/SDE normalization, NWC analysis, and deal structure scenarios.
03
Coordinate diligence
Track request ownership, readiness status, supporting notes, buyer visibility, and advisor review.
04
Deliver the package
Generate client-ready reports and transaction materials for buyer, seller, advisor, or lender review.
Operating model
Institutional transaction workflow without unnecessary noise.
Valora keeps the analytical work, supporting evidence, diligence status, and reporting package aligned for private company transactions.
Financial clarity
Connect valuation, normalization, net working capital, and market evidence so key transaction judgments stay reviewable.
Transaction readiness
Prepare support packages, diligence lists, working capital schedules, and reports before the process accelerates.
Advisor orchestration
Maintain project discipline across buyers, sellers, advisors, and client-ready deliverables.
Feature grid
Core modules for transaction readiness.
Financial analysis, diligence management, benchmarking, LOI preparation, and reporting operate as one transaction workflow.
Valuation Engine
Support multiple-based valuation analysis with clear inputs, outputs, and equity value bridges.
EBITDA/SDE Normalization
Classify add-backs, preserve support notes, and maintain adjusted earnings discipline.
Net Working Capital Module
Build operating NWC schedules, exclusions, targets, collars, and transaction support.
Due Diligence Workspace
Manage request lists, ownership, support status, review notes, and buyer visibility.
Market Comps & Benchmarking
Use comparable company, transaction, and industry evidence to frame value and risk.
Buyer LOI Builder
Translate diligence findings, valuation support, and deal terms into a structured LOI workflow.
Client-Ready Reports
Generate institutional reporting for readiness, valuation, NWC, diligence, and market support.
Role-Specific Dashboards
Surface buyer, seller, and advisor priorities without mixing responsibilities or review paths.
Ready workspace
Bring discipline to the next transaction conversation.
Launch Valora to review readiness, valuation support, normalization, working capital, diligence, market comps, LOI preparation, and reporting in one place.