Financial analysis grid and transaction data behind Volaxi diligence support

Volaxi · Diligence & Databook Support

Your next deal does not have to wait for another hire.

Defined financial diligence, databook and modelling support for US and UK advisory firms. Work performed personally by CA Pranay Bhansali, under your review and in your format.

Pilot engagement

$500 fixed fee

One defined workstream with deliverables agreed in writing before work starts. For example:

  • — Databook construction
  • — Proof of cash
  • — EBITDA adjustment schedule

Not every project fits one scope; larger work is quoted separately. Volaxi is not a US CPA firm and does not issue signed attest opinions.

Sample output

The actual work, not a description of it.

Synthetic data for a fictional services business ("Northfield Services LLC"). USD. Illustrative only.

EBITDA bridge

USD 000FY23FY24TTMStatus
Reported EBITDA390544595
Owner comp to market170200215Supported
One-off legal settlement—85—Supported
Related-party rent303336Open
Owner personal expenses222624Asserted
Missing bonus accrual(40)(45)(48)Supported
Adjusted EBITDA572843822

Each adjustment carries its evidence reference in the workbook. "Asserted" items rest on management representation only.

Proof of cash — TTM

Revenue per income statement5,020,000
Less: increase in receivables(118,000)
Expected cash receipts4,902,000
Deposits per bank statements4,874,000
Less: non-operating deposits(12,000)
Operating receipts per bank4,862,000
Unreconciled difference (0.8%)(40,000)

Difference investigated against deposit detail; open items listed for management.

How it works

01

Scope

Share the deal and the workstream. Deliverables and fee agreed in writing.

02

Build

Pranay builds the work in your template, with evidence referenced line by line.

03

Review

You review, query and sign off. The work goes out under your name.