Value creation across the firm and its portfolio. Mid-market assumptions. Three integrated views.
Prepared by Vincent Oliver
Value Creation Operator
Scenario: Base Case
Scenario
Firm-Level Value · 5-Year
Operational Value Created
—
Sourcing, diligence, monitoring
Incremental Qualified Deals / yr
—
At full run-rate
Return on Investment
—
5-yr value ÷ investment
Firm Inputs
Current pipeline volume
hrs
Diligence acceleration
$/hr
$
Value from expanded qualified deal flow
$
$
mo
$
One-time engagement fee
What Gets Built
Deal-sourcing engine. Continuously surfaces and ranks qualified targets.
Diligence support. Compresses analysis and memo preparation.
Portfolio monitoring. Near real-time operating and financial signals across holdings.
Value-creation playbook. Standardizes the approach across the portfolio.
Capability overview. Specific systems are scoped to your operation during the Opportunity Audit.
Five-Year Build-Up
Period
Diligence efficiency
Deal-flow + velocity
Monitoring
Total value
Diligence efficiency is computed from hours saved, deal count, and analyst cost. The strategic deal-flow figure reflects the value of expanded qualified pipeline; incremental qualified deals are shown as the volume metric behind it. Year one ramps through build and rollout.
Enterprise Value Created at Exit
Enterprise Value Lift
—
Exit EV − entry EV
Total Value Created
—
EV lift + interim EBITDA
Return on Investment
—
Total value ÷ investment
Company Inputs
$
%
x
%
Scenario-driven default
+x
Tech-enabled re-rating
$
One-time engagement fee
What Gets Built
Workflow automation. Targets the company's highest-cost manual processes.
Revenue and margin systems. Matched to that company's specific value drivers.
Management dashboards. Track the EBITDA drivers in real time.
Repeatable operating model. Supports a higher exit multiple at sale.
Capability overview. Specific systems are scoped to your operation during the Opportunity Audit.
Enterprise Value Bridge
Entry enterprise value
—
+ EBITDA improvement
—
+ Multiple expansion
—
Exit enterprise value
—
The lever the firm cares about most: improved EBITDA capitalized at an expanded exit multiple. The bridge isolates how much of the value comes from operating improvement versus re-rating. Interim EBITDA gains accrue as cash across the hold and are shown below.
EBITDA Improvement Over Hold
Period
EBITDA uplift (cash)
Cumulative
Platform-Wide Value Created
Total Value Created · 5-Year
—
Firm + portfolio
Total Investment
—
Value per $1 Invested
—
Blended return
The Build-Out
Using the Part 2 profile per company
$
Layer 1 · Firm Operations, 5-Year Build-Up
Period
Diligence efficiency
Deal-flow + velocity
Monitoring
Total value
Layer 2 · Portfolio Enterprise Value, Aggregate of 5 Companies
Entry enterprise value
—
+ EBITDA improvement
—
+ Multiple expansion
—
Exit enterprise value
—
Aggregate enterprise value lift across all 5 portfolio companies, split into operating improvement versus re-rating, exactly as in Part 2 but stacked.
Layer 2 · Portfolio Interim EBITDA, Aggregate Over Hold
Period
EBITDA uplift (cash)
Cumulative
Combined Value & Engagement Economics
Layer
Count
Value created
Agentic Assembly fees
Return
Every figure pulls live from Parts 1 and 2 at the selected scenario. Firm operations carry their full five-year build-up; the portfolio layer aggregates the per-company enterprise value bridge and interim EBITDA across all 5 companies. Change any input or the scenario and all three layers recalculate together.