Due Diligence & Valuation
In private equity and venture capital transactions, due diligence and valuation play pivotal roles in validating investment hypotheses, mitigating risk, and structuring terms. Whether preparing to invest or supporting portfolio value creation, both deep diligence and defensible valuation are essential to ensure you don’t overpay or overlook hidden liabilities.
Synpact Consulting offers an integrated Due Diligence & Valuation service suite to back PE/VC investments with analytical rigor, operational insight, and financial discipline. Our approach synthesizes qualitative diligence, financial modeling, scenario testing, and valuation cross-checks—so your investment thesis stands on solid ground.
Why Choose Synpact for Due Diligence & Valuation
- Integrated Diligence + Valuation Expertise: We combine operational, technical, financial, and legal perspectives to ensure holistic evaluation.
- Transaction‑Ready Valuations: Models and outputs are built with deal structuring in mind (e.g., leverage, fund IRR, multiple exits).
- Risk‑Oriented Approach: We detect red flags, sensitivity vulnerabilities, and downside scenarios proactively.
- Transparent Assumptions & Stress Testing: All valuation inputs are documented, tested, and stress‑tested under alternate cases.
- Comparative Validation: Use of comparable transactions, public comps, precedent benchmarks to triangulate value.
- Speed & Execution Discipline: We deliver high‑quality due diligence and valuation work within investment timelines.
- Confidential & Discreet: Complete NDA compliance and secure handling of sensitive data across stakeholders.
Our Services in Due Diligence & Valuation
- Commercial & Market Diligence – Analyze market size, competition, growth trends, customer behavior, and risk tailwinds or threats.
- Operational / Technical Diligence – Review business operations, supply chains, product development, technology stack, scaling capacity, and operational bottlenecks.
- Financial & Historical Review – Audit past financials, restatements, performance drivers, margins, capital structure and cash flow behavior.
- Forecast Validation & Sensitivity Modeling – Test management forecasts, build alternate scenarios, and stress sensitivity of key variables like growth, cost, margins, capex.
- Valuation Modeling – Build integrated models (DCF, multiples, exit models), including scenario and sensitivity matrices.
- Comparables & Precedent Transactions – Benchmark subject vs industry peers and transaction precedents; apply multiples for value cross-checks.
- Deal Structuring Inputs – Support leverage modeling, debt servicing assumptions, exit IRRs, capital return tiers, and valuation upside allocations.
- Valuation Report & Decision Decks – Deliver a clear valuation report, executive summary, visuals, charts, and a decision‑ready presentation for investment committees or boards.
Process & Workflow
- Kickoff & Scope Definition – Align on diligence depth, sectors, valuation horizons, deliverables.
- Data Collection & Review – Secure documents, financials, business plans, contracts, prior valuations.
- Diligence Execution & Interviews – Engage with management, experts, customers, peers for deep insight.
- Model Development & Forecasting – Build valuation models and alternative scenario frameworks.
- Validation & Sensitivity Analysis – Stress test the model, detect sensitivities or valuation tail risk.
- Comparative Benchmarking – Cross‑validate via comps, precedents, and relative metrics.
- Reporting & Presentation – Finalize valuation report and decision deck with key takeaways, risks, and recommendations.
Industries & Use Cases
Industries / Sectors Covered:
- Technology & SaaS
- Healthcare / Life Sciences
- Clean Energy & Sustainability
- Fintech / Financial Services
- Consumer & Retail Tech
- Industrials / Deep Tech
Use Cases:
- Pre‑investment diligence for PE / VC acquisitions
- Follow‑on investment or growth capital evaluation
- Portfolio company revaluation, exit readiness
- Internal investment committee validation
- Co-investment or club deal underwriting support
- Fairness / valuation support in secondary investments
Frequently Asked Questions (FAQs)
Q: How deep is your due diligence scope?
A: It can range from financial & high‑level commercial to full operational, technical, and market diligence depending on mandate.
Q: How are forecasts treated if management projections are aggressive?
A: We build parallel “base / downside / upside” cases, stress variables, and compare outcomes vs market norms.
Q: What timeline do you follow for diligence + valuation?
A: Typically 2–4 weeks, depending on complexity, data availability, and stakeholder interviews.
Q: What deliverables do you provide?
A: Valuation models, sensitivity stress results, diligence memos, risk reports, decision decks, and final valuation report.
Q: Can you assist in post-investment monitoring and revaluation?
A: Yes — we offer ongoing valuation refreshes, roll forwards, and model updates for portfolio companies.
Call to Action
Before capital is committed, ensure your investment thesis is validated—and your risks mapped.
Synpact Consulting delivers robust due diligence and valuation support to strengthen decision confidence and maximize value.
Contact: [email protected] to request a sample diligence‑valuation package or initiate your mandate.