Do the work only a valuation professional can do. Hand off the rest.

Too much of your week is consumed by work that doesn't need your judgment.

Researching comparables, normalizing financials, drafting preliminary valuations — real work, just not your work.

But you don't have to do it alone.

You are the expert.
AI is your tireless analyst.

Tireless, encyclopedic, and fast — but it doesn't know your clients or your judgment.

Direct it. Review it. Sign off.

• Assign the first pass. Transaction coding, preliminary schedules, data normalization, document extraction — the work that needs elbow grease, not expertise.
• Review, don't draft. Let AI produce the first version. You apply judgment, make adjustments, sign off. Your time stays where it belongs.
• Build institutional knowledge. Teach AI your firm's methodologies, templates, and client history. It becomes your second brain, not just another tool.

For valuation professionals whose time is the bottleneck.

Comparables research

Selecting the right comps is your expertise. Pulling transaction multiples from databases isn't.

Normalization adjustments

Identifying what to normalize is your judgment. Recasting three years of financials isn't.

Industry analysis

Understanding the strategic position matters. Summarizing industry reports doesn't.

Report preparation

Your conclusion is the value. Formatting exhibits and narratives shouldn't take days.

Your time is the constraint. Your judgment is the value.

How we work with you.

Workshops

We teach your team the method.

One-on-one coaching

We take you from curious to confident. Personal guidance applied to your practice.

Custom workflow design

Built around how you already work.

Team

Chris Parles — Builds and teaches. Background in software, product, and operations.

Justin Feldstein — Builds and teaches. Background in software, product, and operations.

Tell us what's eating your week.

Three short steps. We reply within one business day.

Email: [email protected]