Valuation & Financial Modelling

Valuation and financial modelling are often central to fundraising, investment, restructuring and strategic transactions. They help decision-makers examine financial assumptions, potential business outcomes, capital requirements and the economics of a proposed transaction.

LegaFin provides valuation and financial modelling advisory services in India, supporting founders, promoters, businesses and transaction stakeholders with business and share valuation support, investment analysis, fundraising valuation, financial models, business projections, scenario analysis and capital structure analysis.

Our Valuation & Financial Modelling Services

• Business Valuation Advisory
• Share Valuation Support
• Investment Valuation Analysis
• Fundraising Valuation Support
• Financial Modelling
• Business Projections
• Scenario Analysis
• Transaction Financial Analysis
• Capital Structure Analysis
• Financial Information for Investors & Lenders

Business Valuation Advisory

We support businesses in organising and analysing the financial, operational and commercial information relevant to an indicative valuation assessment. The analysis is tailored to the purpose, available information and agreed scope.

Share Valuation Support

Share valuation considerations may arise during fundraising, ownership changes, restructuring and strategic transactions. We provide financial analysis, information preparation and coordination support, with statutory or regulated valuation work undertaken by the appropriately qualified professional where required.

Investment Valuation Analysis

We assist in evaluating financial assumptions and relevant valuation considerations for proposed investments. Related transaction planning can be coordinated through Transaction Structuring & Documentation.

Fundraising Valuation Support

Fundraising valuation discussions often connect business performance, projections, ownership dilution and capital requirements. We support the financial analysis workstream alongside Startup Funding Advisory, Equity Fundraising and Angel & Venture Capital Funding.

Financial Modelling

Financial models can help businesses evaluate revenue, costs, profitability, cash flows, capital requirements and different strategic assumptions. We build and review models using management inputs and available financial information.

Business Projections

We support preparation of forward-looking business projections for planning, fundraising, lender discussions and transaction analysis. Projections are based on assumptions and should not be treated as guarantees of future performance.

Scenario Analysis

Scenario analysis can help management understand how changes in growth, margins, costs, funding or other assumptions may affect financial outcomes. It can also support broader Financial Planning & Analysis.

Transaction Financial Analysis

For acquisitions, investments, restructurings and strategic transactions, we support financial analysis of relevant business and transaction information. Related requirements can be coordinated through M&A & Strategic Transactions and Business & Financial Due Diligence.

Capital Structure Analysis

We assist businesses in analysing the financial implications of equity, debt and other capital structures, including funding requirements and ownership considerations. Related advisory can be coordinated through Debt & Capital Structuring.

Financial Information for Investors & Lenders

Investors and lenders may require structured financial information, assumptions, projections and supporting schedules. We help businesses prepare and organise relevant financial information while recognising that investment, credit and lending decisions remain solely with the relevant investor or financial institution.

From Financial Model to Transaction Readiness

Valuation and financial modelling are most useful when connected to reliable financial information and a clearly defined transaction or funding objective. Depending on the engagement, related financial reporting and valuation work can also be coordinated through Financial Reporting & MIS and Valuation Advisory & Financial Analysis.

LegaFin provides valuation advisory, financial modelling, projection preparation, financial analysis, information preparation and professional coordination based on the agreed scope, information and assumptions made available. Valuation analyses, models, projections and scenarios are sensitive to assumptions, methodology, market conditions and available data; actual results may differ materially. Where a statutory or regulatory valuation report, certificate, fairness opinion or other valuation function is required from a registered valuer, merchant banker, chartered accountant or other specifically qualified or regulated professional, the relevant engagement is undertaken by the appropriately authorised professional. Investment and lending decisions remain with the relevant investor, lender or financial institution. LegaFin does not guarantee a valuation, investment, funding amount, loan sanction, transaction price, regulatory acceptance, transaction completion, return, exit value or future financial performance.