CASE STUDY: A Valuation Platform That Replaces Excel Models
We designed and built CapUCalc, a platform where a valuation firm’s analysts set up a company’s capital structure once and run every valuation method from it.
→ The Challenge
Every valuation started as a new Excel workbook, with the payout logic rebuilt by hand each time. The firm’s know-how lived in files that could not be reused, shared safely, or trusted without checking every formula.
Pain Points
- Rebuilt From Scratch Every Time: Each engagement meant recreating the same logic in a new workbook, and two analysts modeling the same company could reach different answers.
- No Safe Way to Divide the Work: A spreadsheet is all or nothing. Handing a model to a junior analyst or an auditor meant handing over the shareholders’ personal information in the same file.
- Errors That Do Not Announce Themselves: A share class ranked in the wrong order produces a number that looks reasonable and is wrong.
→ Our Solution
We built CapUCalc, a platform where one setup of a company’s capital structure drives three valuation methods, access is split so personal information stays protected, and AI handles the two slowest analyst steps.
We Provided
- One Setup, Three Valuation Methods: The capital structure an analyst sets up once drives every method the firm uses, so the results cannot disagree. Built-in checks catch contradictions before a number reaches a client.
- AI That Reads Deal Documents: Analysts upload a term sheet or stock purchase agreement and the system pulls the share class terms out of it for review. They can also describe deal terms in plain language and have the structure built to match.
- Access Built to Protect Personal Information: Three access levels, so a data entry associate enters inputs without seeing results, and an auditor or buyer tests scenarios without touching live data. Every access request needs two approvals.
- Everything Around the Model: Companies, projects, and versions that are saved, never overwritten. Review and sign-off steps for the team, per-seat licensing with online payment, and single sign-on.
Testimonial
“Lithyem was the first team I’ve worked with who truly broke down the process, showing me the value created at each step and following through on every one. Building a complex tool and infrastructure is never simple, but Lithyem’s responsiveness and solutions-based consultation kept me amazed and encouraged throughout. The result is a platform that is as friendly to its users as it is to AI.”
– Cary Potter, CEO Scientia Capital Solutions
Business Valuation Platform
A project with a value per share class
The capital structure editor
The waterfall switches
A company and its valuation projects
2
Analyst Steps Now Handled by AI
→ Reading share class terms out of deal documents, and building the structure from a plain-language description.
3
Valuation Methods From One Setup
→ An analyst sets up the capital structure once and every method runs from it, so results cannot disagree with each other.
3
Access Levels Protecting Shareholder Information
→ Data entry, scenario testing, and full access are kept apart, so personal information never travels further than it has to.
2
Approvals on Every Access Request
→ No one sees a company’s data until two separate approvals are given.
