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M&A / Finance / Diligence

Private & Public Comps Agent

Construct defensible valuation frameworks by correlating real-time public 10-K data with private headcount and capital signal proxies.

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The Problem

  • •Diligence Latency: Manual transcription of public filings and private data scraping creates a 48+ hour lag in generating preliminary valuation guidance.
  • •Private Data Opacity: Private peer sets rely on stale cap tables or self-reported figures, lacking objective validation of growth claims.
  • •IC Defensibility: Investment Committees routinely reject comp sets due to subjective peer selection, forcing analysts to rebuild models mid-deal.

How It Works

The agent automates the collection and normalization of financial KPIs. It leverages SEC EDGAR for public precision and triangulates private valuation using workforce growth and capital raise velocity as revenue proxies.

1

Parameter Ingestion: Define target metadata (Sector, ARR range, EBITDA profile, Geo).

2

Peer Universe Selection: Algorithms query SIC/NAICS codes for public peers and filter private datasets for similar growth-stage assets.

3

Signal Extraction: Parses 10-K/Q filings for public metrics; utilizes Data Partners headcount velocity and SEC Form D filings to proxy private growth and burn rates.

4

Normalization & Output: Harmonizes fiscal year-ends and accounting standards to output a dynamic valuation matrix.

Data Sources

Public: SEC EDGAR (10-K, 10-Q) via structured XBRL extraction.Private Proxies: Data Partners (Headcount velocity, Engineering/Sales ratios for growth inference).Capital Signals: SEC Form D (Capital raise history, liquidation preference indicators).

Success Metrics

  • **0% Reduction in Build Time:** Shift analyst focus from data entry to thesis generation.
  • **Metric Consistency:** Elimination of transcription errors and formula breaks in valuation spreads.
  • **Proxy Accuracy:** Higher confidence in private valuation ranges using workforce-verified growth signals.

ROI Calculator

Your Inputs

  • 1
    Deal volume per annum
  • 2
    Analyst hours per comp set
  • 3
    Fully loaded analyst cost

Formula

(Deals × Hours × Cost) × 0.85 Efficiency Factor

Example Output

For a firm analyzing 50 targets/year: Reclaims ~400 analyst hours annually, equivalent to $60k+ in direct capacity savings.

Implementation Timeline

1
Weeks 1-2

Days 1–7: API integration with existing data lakes (Capital IQ, Pitchbook) and template configuration.

2
Weeks 3-4

Days 8–14: Calibration of private proxy algorithms (headcount-to-revenue correlation).

3
Week 5+

Days 15+: Full deployment into live deal flow with dynamic Excel linking.

Coming Soon

  • ◆Live Market Adjustments: Real-time valuation multiple updates based on intraday public market movements.
  • ◆Sentiment Weighting: Integration of Data Partners PR sentiment data to adjust multiples based on brand risk/momentum.
  • ◆Scenario Modeling: Monte Carlo simulations on valuation ranges based on macro-economic sensitivity.

Eliminate the manual friction of valuation work. Equip your deal team with audit-ready comp sets and defensible private proxies from the first meeting.

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Private & Public Comps Agent

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