The ValueBridge App measures private equity returns and value drivers for deals, funds, managers, and limited partner investment portfolios. Build fast and accurate portfolio company value creation models — using as little data as possible — then do what is impossible in Excel: roll up returns and value bridges for hundreds of companies.
Guides are designed to familiarize subscribers with the App so they can start building faster. They focus on core App features and key considerations when building portfolio company transaction data, assigning market datasets to deals, and aggregating results across funds, managers, and limited partner investment portfolios. Additional guides are forthcoming.
ValueBridge App Guides
Introduction | ValueBridge App
The ValueBridge App measures private equity value drivers for deals, funds, managers, and limited partner investment portfolios. Build fast and accurate portfolio company value creation models — using as little data as possible — then do what is impossible in Excel: roll up returns and value bridges for hundreds of companies.
LBO Walk-through | ValueBridge App
Leveraged buyouts usually have debt and EBITDA-based valuations. Debt amplifies gains and generates positive gearing when enterprise valuations increase. Add market multiple and addressable market datasets to separate the market vs manager drivers of Revenue Growth and Multiple Expansion. Set a target sector debt ratio to see what gearing would have been if the debt level was different.
Growth Equity Walk-through | ValueBridge App
Growth equity investments tend to have negative net debt due to cash funding for growth initiatives. Cash is a drag on equity gains that causes negative gearing when enterprise valuations increase. Add market multiple and addressable market datasets to separate the market vs manager drivers of Revenue Growth and Multiple Expansion. Set a target sector debt ratio to see what gearing would have been if cash on the balance sheet was different.
Add a Portfolio Company | ValueBridge App
The ValueBridge App is designed to provide powerful return and value creation insights with minimal data entry. Inputs are built around transactions that automatically generate gross and net returns, and the consolidated entry and exit metrics that instantly build value bridges. Models run on numbers typically found in fund reporting and marketing materials.
Better Results through Better Math | ValueBridge App
Fund, manager, and limited partner investment portfolio roll-ups only work if every deal’s value bridge computes. The ValueBridge App builds meaningful value bridges for all deals – buyout or growth – levered or unlevered – good, bad, or ugly – so roll-ups remain meaningful across funds, managers, and limited partner investment portfolios.
Excel vs the App | ValueBridge App
The ValueBridge App is not a black box. Every model can be replicated in Excel. But they become hard to update past about a dozen companies, especially with multi-event deals, quarterly market refreshes, and portfolio roll-ups. The App brings speed and scale by simplifying data entry and management, storing data in the cloud, and performing calculations server-side to deliver instant results across portfolios with dozens or hundreds of companies.