The Next Generation of
Shareholder Value Analysis
Unlocking Boardroom Strategy at Zero Marginal Cost.
Welcome to the future of corporate strategy and M&A advisory. Traditional strategy consulting and financial modeling are broken. A boutique bank or MBB consulting firm charges $150,000 and takes three weeks to build a comprehensive Shareholder Value Analysis (SVA). By the time the PowerPoint deck is delivered, the macroeconomic landscape has shifted.
We deliver the mathematical maximization of shareholder value with zero latency.
Copeland AI is an autonomous strategic engine that ingests live SEC EDGAR filings, global market telemetry, and institutional-grade data feeds to generate mathematically flawless, institutional-grade SVA Teardowns in under 30 minutes.
The Copeland Advantage
🏛️ The Best Methodologies
Our engine merges Tom Copeland’s Valuation Principles (NOPLAT, ROIC, WACC), L.E.K.’s Expectations Investing, and MBB portfolio matrices into one definitive analysis.
🔍 Transparent Math
No black boxes. Our $5,000 tier delivers fully unlocked, dynamic Excel financial models. You see every formula, every cell, and every assumption.
🎯 Zero-Hallucination
A single hallucinated metric kills a deal. Our architecture cleanly separates native financial mathematics from the narrative engine. Every teardown undergoes a rigorous human-in-the-loop audit.
⚡ Hypersonic Speed
Cut your screening time from 3 weeks to 30 minutes. We free up at least 100 hours of high-end analyst work per deal. Stop paying junior associates to grind in Excel at 3:00 AM.
🌍 Global Coverage
Evaluate thousands of publicly traded equities worldwide. For private market valuations, Institutional users can securely upload internal financials for rapid teardowns.
🏆 Win More Deals
For boutique investment banks and advisory firms, our teardowns position you as true strategic partners. Bring MBB-caliber insights to the table regardless of the primary work you sell.
Products & Pricing
Zero-latency solutions designed for your specific mandate.
Copeland AI (Retail/SaaS Tier)
For retail investors and sales teams doing account research.
- ✓ The SVA Master Methodology PDF: 12-chapter, 15-page SCQA strategic narrative document.
- ✓ Executive Summary: A concise brief summarizing the primary value leaks.
- ✓ Methodology: Driven by our proprietary Zero-Hallucination Protocol.
TomCopeland (White-Label Tier)
For Corporate Dev, PE Associates, and M&A Advisory Partners.
We are not selling a report. We are selling On-Demand M&A Associate Bandwidth. Send us the ticker (or securely upload private deal financials), and our engine will deliver a fully functional suite of assets you can immediately present to your Investment Committee.
- ✓ The White-Label Pitch Deck (.pptx): 20-slide presentation in strict MBB formatting. Unbranded—drop your own firm’s logo on the master slide.
- ✓ The Dynamic Financial Model (.xlsx): Unlocked workbook with 3-year historicals, ROIC, WACC, NOPLAT, and Capital Charge calculations. Contains live formulas and interactive Base/Bull/Bear toggles.
- ✓ The Peer Benchmark Matrix: SVA and ROIC spread comparisons against 3 direct industry competitors.
- ✓ The Strategic Narrative Memo (.docx): 15-20 page SCQA document mathematically anchored to the Excel models.
Optional Upgrades:
- Expanded Peer Benchmarking (+$100 / competitor)
- Executive Read-Outs with Senior Partner (+$500 / hour)
The “Virtual Associate” Retainer
For high-volume Deal Desks and Quant Funds.
$20,000 / monthUp to 5 Institutional ($5,000) TomCopeland teardowns per month, triggered instantly via our dedicated pipeline. Includes direct API/Webhook access for automated portfolio screening.
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