Built For
For advisers, firms, and capital allocators
Business Brokers & M&A Advisers
Transaction support and documented client deliverables
CPA Firms & Exit Advisers
Value context for owner guidance and transition planning
Family Offices & Private Equity
Consistent screening and portfolio-company value conversations
Venture & Growth Investors
Early-stage methodology and value-planning context
Apex™
The Valuation Strike Layer
Audit-ready valuations for the middle-market. Every adjustment normalized, every assumption documented, every output traceable to defensible methodology.
Why It Matters
When a buyer challenges your valuation, Apex provides the paper trail. Every normalized metric, every applied discount, every assumption documented in a format that survives scrutiny from auditors, lenders, and legal teams.
Core Capabilities
Adjustment Ledger
5-column normalization with full historical context and cross-period consistency checks
Handles minority adjustments, key-person discounts, and liquidity constraints with documentation
WACC Waterfall
Institutional-grade discount rate derivation across multiple capital structure scenarios
Builds from risk-free rate through size premiums and company-specific risk factors
Rational AI
Automated rationale generation via DeepSeek R1 with sourced assumptions
Every output includes the reasoning chain, not just the number
Application
Where Apex Fits in Your Workflow
Sell-Side Mandates
Deliverables for business owners preparing to exit. Comprehensive valuation package that supports asking price, justifies premium to strategic buyers, and survives financial buyer scrutiny.
"You're advising a $5M-$50M EBITDA company. Apex produces the documentation your buyer needs for their investment committee."
Buy-Side Due Diligence
Independent valuation to support acquisition pricing. Validate seller's asking price, identify leverage points, and build negotiating leverage with data-backed analysis.
"Your PE firm is evaluating a platform acquisition. Apex normalizes their EBITDA, challenges their projections, and delivers a range your investment committee can act on."
Portfolio Monitoring
Ongoing valuation for portfolio companies. Quarterly updates, trigger-based assessments, and board-level reporting that maintains consistency across your holdings.
"LP reporting season requires current marks on 12 portfolio companies. Apex maintains the methodology so every valuation is comparable."
Core Infrastructure
Every product is built on the same institutional-grade infrastructure. Consistent methodology. Auditable outputs. Defensible standards.
Data Moat
Real-time synthesis of S&P Capital IQ and transaction records. Every comparable derived from verified sources with full audit trail.
NAICS-coded market data, precedent transaction database with 50K+ deals, and real-time market ajustments
AIQ Score
Proprietary benchmarking system for private asset valuation. Normalized against thousands of closed transactions.
Composite scoring across profitability, growth, risk, and market position with historical accuracy tracking
Audit Protocols
SBA SOP 50 10 7.1 and NACVA standard compliance. Every output designed to survive institutional scrutiny.
Full documentation trail, assumption logging, and methodology transparency for every valuation
Standards That Matter
Not just claims—documented compliance with the frameworks your counterparties require.
Common Questions
What size companies does Apex handle?
Apex is optimized for middle-market companies with $1M-$50M EBITDA. Below that range, the complexity often doesn't justify the methodology. Above it, companies typically have internal teams or specialist advisers.
How does the AI rationale work?
DeepSeek R1 generates the reasoning chain behind every assumption and adjustment. You can review, edit, or override any AI-generated rationale before finalizing the report.
Can I export to specific formats?
Yes. Apex generates PDF reports designed for direct use in data rooms and board presentations. Additional formats available based on your workflow needs.
What if my counterparty challenges the valuation?
Every assumption is documented with source data and methodology. The adjustment ledger shows your work. If challenged, you have the paper trail to defend your position.