Set the scope
Agree the business question, intended use, relevant market and professional requirements with the firm.
Global solutions
Advisory without borders.
The Analyst is built for advisory beyond Australia. Deep Intelligence connects business evidence, strategic choices, valuation analysis and advisor review in one method that can be applied market by market.
THE ANALYSTDEEP INTELLIGENCE
Advisor questionHow do we make a decision across markets without losing local context?
What goes in
- Connected or supplied business evidence
- Local market context and professional judgement
- Owner goals, risk appetite and team capacity
What comes out
- A reviewable picture of the business
- Modelled options and valuation analysis for professional review
- Advisor-cleared reports, actions and follow-up
Illustrative workflow · Advisor judgement stays in the loop
The workflow
One method. Applied to your market.
Build the intelligence
Bring together available source data, documents, interviews and local context, then test the strategic and financial choices.
Review and deliver
Keep methods and assumptions visible for the local advisor or valuer to challenge, clear and issue the work.
International valuation discipline
Built around IVS. Ready for local review.
The International Valuation Standards (IVS) set a recognised framework for scope, basis of value, approaches, data and inputs, models, documentation and reporting. The Analyst keeps the data, assumptions, calculations and review decisions visible so a qualified valuer can apply IVS to the engagement. In Australia, APES 225 also governs relevant professional valuation work.
- Trace important inputs to their source and chosen method
- Test ranges and sensitivities against the business context
- Let the valuer determine scope, apply local requirements and own the conclusion
Local context
The market matters to the answer.
A useful strategy reflects the business and the market it operates in. The firm supplies the local commercial, tax and legal context; The Analyst brings it into the same intelligence as financial evidence, forecasts, scenarios and action tracking. We scope source systems and currency treatment for each market before an engagement starts.
- Work from connected systems where available or supplied source material
- Model decisions at an execution pace the owner and team can sustain
- Prepare reports and recommendations for the intended audience
Data and delivery
Clear terms for cross-border work.
Customer data is stored in Australian Azure infrastructure. Some task-scoped AI processing can take place outside Australia, as explained in our Privacy Policy. For an international engagement, we discuss data handling, permissions and the firm's local obligations before onboarding.
- Firm and client access remain permissioned
- Advisors review and clear work before sharing
- Market-specific data and professional requirements are agreed at the start