- SERVING TORONTO, MIAMI, SAN FRANCISCO & NYC THROUGH CFO-GRADE FINANCE OPERATIONS
- TRUSTED BY GROWTH & MID-MARKET TEAMS ACROSS NORTH AMERICA
We love working with startups that are eager to scale their businesses. Our advisory team is available to help you succeed with financial modelling and capital raising.
Our focus is helping startups accelerate their business growth. At Valua Partners, we are experts in financial modeling, capital raising and CFO business services. We work with seed stage and Venture Capital backed tech companies.
We have been working with entrepreneurs, CEOs and venture capitalists for decades. We have been part of acquisitions, -\capital funding and helped several startups experience rapid growth. We take a hands on, personalized approach with every client.
Scale their businesses with robust financial modeling and capital raising support.
Fractional CFO and finance operations for growth-stage and mid-market companies. Board-ready close, 13-week cash, tax compliance, and audit-proof systems—all on one monthly retainer.
Our team has significant experience in raising venture capital for startups across North America. We’ll act as your partner in making investor introductions and facilitate an investment in your business.
We bring extensive experience in providing outsourced CFO services to startups. We serve as your trusted financial partner, offering strategic financial guidance and oversight without the overhead of hiring an internal CFO.
From SaaS and manufacturing to multi-location retail and Web3, Valua Partners supports management teams where finance precision determines growth velocity.
Our team has built CFO-grade finance functions and board-ready models used in diligence and capital raises totaling $23Bn+. We support growth and mid-market companies with financial modeling, reporting, tax strategy, and investor-grade execution, so entrepreneurs, CEOs, and investors can make faster, clearer decisions.
Valua Partners delivers CFO-grade financial leadership for growth and mid-market companies. We run the close, strengthen controls, and provide board-ready reporting across multi-entity groups in Canada and the U.S.
Explore our blog and insights page for expert guidance on topics like financial modelling, capital raising, and more; all designed to help your business succeed.
This is a simplified template that allows you to create your own PE distribution waterfall for returning capital to the LPs, GPs, etc with different fund structures. It’s plug-and-play: enter your own numbers (or formulas) and the outputs will auto-populate.
This template is a simplified 3-statement model with a DCF and Weighted Average Cost of Capital (WACC) to demonstrate how the Enterprise Value and Equity Value of a company is determined. It’s plug-and-play: enter your own numbers (or formulas) and the outputs will auto-populate.
Build a private equity LBO model using flexible financing/debt inputs and supporting schedules. It’s plug-and-play: enter your own numbers (or formulas) and the outputs will auto-populate. The template also includes all three financial statements, a discounted cash flow (DCF) analysis, and a sensitivity analysis.
A guide to building finance-grade models with clean inputs, defensible assumptions, and stakeholder-ready outputs, including how the three statements connect and how to structure models that hold up in diligence.
Download our walkthrough of how to prepare for a valuation, what information matters most, and how professionals triangulate value using income, market, and asset-based approaches.
Use this checklist to gather documents before we prepare your T3 Trust Income Tax and Information Return. If you’re unsure about an item, include what you have, we’ll confirm what’s required.
