Strategic intelligence for corporate finance

The agentic strategic advisor.

Institutional insights, delivered through AI and software.

NeuraCap watches your market and sector constantly, digesting filings, public comps, transactions and estimates, forms a view, and delivers the ideas straight to you, unprompted.

Questions it answers, press one

No prompts to write. No engagement letter. No retainer.

Real-time data3,184 items processed today
SEC 8-KGlobal Payments filed 8-K · completion of acquisition09:41
PRICEPAYO +4.2% · re-rated to 9.5x EV/EBITDA CY26E09:40
DEALNuvei / Payoneer · $10.5B EV · 9.8x EV/LTM revenue09:38
ESTIMATECY2027E consensus revised · sector median now 8.9x09:36
10-QRepay Holdings · net revenue $79.4M, take rate flat QoQ09:33
COVERAGEReuters · sponsor consortium said to weigh payments carve-out09:31
PRICEPSFE −2.8% · third decline in five sessions09:29
DEAL365 Retail / Cantaloupe · $707M · 17.6x EV/LTM EBITDA09:24
ESTIMATEEBITDA margin estimate cut 60bps across 3 covered names09:22
8-KPriority Technology · credit facility amended, $1.3B09:19
PRICEPeer median EV/Revenue moved 2.0x → 2.1x09:16
TRANSCRIPTQ2 call · management flags "disciplined M&A posture"09:12
DEALBrink's / NCR Atleos · $3.2B · multiple undisclosed09:08
DEF 14AWEX · proxy filed, incentive plan tied to net revenue09:04
ESTIMATERule of 40 recomputed across 21-name universe09:01
PRICEGPN −1.1% · trades at 5.6x, bottom quartile08:57
COVERAGEWSJ · take-rate pressure across merchant acquiring08:54
S-1Payments infrastructure filer · first public financials08:49
SEC 8-KGlobal Payments filed 8-K · completion of acquisition09:41
PRICEPAYO +4.2% · re-rated to 9.5x EV/EBITDA CY26E09:40
DEALNuvei / Payoneer · $10.5B EV · 9.8x EV/LTM revenue09:38
ESTIMATECY2027E consensus revised · sector median now 8.9x09:36
10-QRepay Holdings · net revenue $79.4M, take rate flat QoQ09:33
COVERAGEReuters · sponsor consortium said to weigh payments carve-out09:31
PRICEPSFE −2.8% · third decline in five sessions09:29
DEAL365 Retail / Cantaloupe · $707M · 17.6x EV/LTM EBITDA09:24
ESTIMATEEBITDA margin estimate cut 60bps across 3 covered names09:22
8-KPriority Technology · credit facility amended, $1.3B09:19
PRICEPeer median EV/Revenue moved 2.0x → 2.1x09:16
TRANSCRIPTQ2 call · management flags "disciplined M&A posture"09:12
DEALBrink's / NCR Atleos · $3.2B · multiple undisclosed09:08
DEF 14AWEX · proxy filed, incentive plan tied to net revenue09:04
ESTIMATERule of 40 recomputed across 21-name universe09:01
PRICEGPN −1.1% · trades at 5.6x, bottom quartile08:57
COVERAGEWSJ · take-rate pressure across merchant acquiring08:54
S-1Payments infrastructure filer · first public financials08:49
distilled into strategic intelligence
Sector & Company IntelligencePage 8 of 22
Sector · public market valuation
Forward valuation rewards durability, not sector membership
EV / EBITDA (CY2027E) across your sector · sector median 8.7x
21.5xV
21.3xPAY
20.9xMA
16.2xNYAX
10.2xDLO
9.7xCPAY
9.0xWEX
8.7xXYZ
6.3xFISV
5.6xGPN
4.2xRPAY
Premium · median 21.1xCore · 8.8xDiscount · 5.6x
Act on it

The premium end isn't bigger, it's more durable. Network position and embedded distribution carry 21.1x; execution risk sits at 5.6x. Know which end you're being priced against.

Sector · valuation drivers
Faster growth clears a materially higher valuation
Median EV / EBITDA (CY2027E) by revenue-growth cohort · split at the covered median
6.3xGrowing <10%
13.2xGrowing ≥10%
Act on it

Clearing 10% growth is worth roughly 7 turns of EBITDA in this sector. That's the single clearest lever on your multiple, and it prices the case for buying growth rather than waiting for it.

Your company · KPI benchmarking
You trail the peer average on growth: the discount has roots
CY2026E revenue growth · your company highlighted · line = peer average excluding you
You4.8%
DLO43.9%
GPN60.4%
PAYO7.9%
PSFE6.3%
RPAY59.7%
Act on it

The gap is mix, not execution: the faster peers sit in segments still compounding. That makes this a portfolio question first: what to buy, extend or exit.

Your company · football field valuation
Public comps price you near the market; deals imply a premium
Each bar is a method’s 25th–75th percentile applied to your own financials
52-week range
EV / CY26E EBITDA
P / E (CY26E)
EV / LTM EBITDA
EV / LTM Revenue
Act on it

Every deal-based method lands 2–4x above your share price. If an approach comes, the board should already know that number, and what it would take to defend a higher one.

Deal evidence · precedent transactions
What buyers have actually paid, deal by deal
Multiples are LTM at announcement where disclosed · n/a where the filing carried none
Precedent transactions: announcement date, acquirer and target, deal value and EV/EBITDA multiple
AnnouncedAcquirer → TargetEVEV/EBITDA
Jun 2026Nuvei → Payoneer$10.5Bn/a
Apr 2025Global Payments → Worldpay$24.2Bn/a
Sep 2025365 Retail → Cantaloupe$707M17.6x
Jun 2021Deluxe → First American$960M16.4x
Median across disclosed dealsn/a22.2x
Act on it

Buyers cleared 22.2x against the 7.1x public market. Four acquirers here have bought twice in this space, three pitchable angles sit in that list before anyone calls.

Illustrative valuation perspectives, not an opinion of value.
Live demo

See it in action.

A live run-through: the advisor reads the evidence, builds the exhibit, and tells you what to do about it, while you watch.

NC
NeuraCap Advisor
Presenting your analysis
Live
What are we actually worth right now?
Ran every method against your own financials. Public comps put you at $31–$58, about where you trade. But the deal-based methods land far higher. Buyers price this sector differently than the market does.

Football field valuation · 10 methods, outliers excluded and disclosed

Northwind Payments: Strategic Intelligence · Live demoPage 3 of 11
Football field valuation
Public comps price you near the market; deals imply a premium
Each bar is a method’s 25th–75th percentile applied to your own financials
Public comparablesPrecedent transactionsShare price $52Methods median $66
Trading
52-week range
$79
Public comparables
EV / CY26E EBITDA
$58
P / E (CY26E)
$92
EV / CY26E Revenue
$89
Precedent transactions
EV / LTM EBITDA
$227
EV / LTM Revenue
$288
$0$100$200$300
Outlier multiples excluded from every range and disclosed on the sources page. Illustrative valuation perspectives, not an opinion of value, not a fairness opinion, not a price target.
KPI benchmarking
You trail the peer average on growth: the discount has roots
CY2026E revenue growth · your company highlighted · line = peer average excluding you
NWP
4.8%
DLO
43.9%
GPN
60.4%
PAGS
5.0%
PAYO
7.9%
PSFE
6.3%
RPAY
59.7%
Peer average: 30.5%
Peer average excludes the target. Names without an eligible estimate are listed in the companion workbook and never feed a statistic here.
Precedent transactions
What buyers have actually paid, deal by deal
Multiples are LTM at announcement where disclosed · n/a where the filing carried no usable figure
Precedent transactions: announcement date, acquirer and target, deal value and multiples
AnnouncedAcquirer → TargetEVEV/RevEV/EBITDABuyer
Jun 2026Nuvei → Payoneer$10.5B9.8xn/aStrategic
Apr 2025Global Payments → Worldpay$24.2Bn/an/aStrategic
Jun 2021Deluxe → First American$960M3.3x16.4xStrategic
May 2019Global Payments → TSYS$22.7Bn/a16.3xStrategic
Apr 2019FIS → Worldpay$43.0Bn/a20.3xStrategic
Median across disclosed deals6.7x22.2xvs 7.1x traded
Summary rows exclude outlier multiples, disclosed on the sources page. Deal multiples are not directly comparable to the forward public basis and no spread is claimed.
Strategic roadmap
What NeuraCap would put on your agenda
Analytical views grounded in the evidence above · observations, not recommendations
Near term

Run a structured review of strategic alternatives

Set a board-level view of value on every method here, and agree in advance what would make a sale, a partnership or staying independent the better path.

Medium term

Reignite growth through the portfolio

Single-digit growth rarely re-rates on execution alone. Targeted acquisitions in faster-growing adjacencies: the tape shows the buyers and the formats.

Ongoing

Keep a deal-ready valuation file current

A refreshed model against the deal tape, agreed response steps for inbound interest, so any approach is met with prepared numbers.

Each option is framed for evaluation, not as an instruction. This page is analytical interpretation drawn from the recorded evidence; it is not investment advice.
What you get

Intelligence for every decision in front of you.

Here are three of the most-used. The engine covers many more, and adds them as your situation changes.

If you're public

“Where do we trade versus where buyers actually pay?”

  • Football-field valuation across every method
  • Share price walked against the filing record
  • KPI benchmarking versus your peer set
  • Deal tape with the implied premium

If you're private

“What would we be worth, and what would prove it?”

  • Enterprise-value estimate with its range, tracked weekly
  • Your KPIs against the public competitor set
  • Which recorded deals match your size and format
  • A pre-transaction readiness agenda

If you're covering a sector

“Who's earning the premium here, and why?”

  • Market map grouped by business model
  • The full valuation ladder, premium to discount
  • Growth-versus-margin positioning
  • Deal case studies: why each happened

And the rest of the library, drawn from the same evidence

Weekly market movementsBuyer landscapeCapital allocationPublic-market re-ratingAdjacency & expansion pathsCompetitive positioningTransaction readinessBoard-meeting prep+ new intelligence as your situation changes
How it works

The agentic strategic advisor.

Always know what the market is thinking.

01

Watches

Markets, filings, public comps, transactions, around the clock, across your sector and your company.

→
02

Forms a view

Insights built around decades of institutional judgement, not a summary of what happened, a read on what it means.

→
03

Reaches out

Ideas delivered to companies and deal advisors through AI agents, with the analysis already built.

↻
Always running, no prompts, no asks
◉

NeuraCap is always running, so you can focus on your business.

Why NeuraCap · No prompting

You don’t prompt your advisor. You shouldn’t have to prompt your software.

Every other AI tool hands you an empty box and waits, which puts the hardest part of the job, knowing what to ask, back on you.

Generic AI

The blank box

Ask me anything

The work starts before the answer does.

  • ?You have to know what to ask
  • ?You have to know which framework applies
  • ?You only ever learn what you thought to question
NeuraCap

The advisor model

◉

A competitor just traded at 11x. Here's what it means for your valuation.

The judgement arrives before you ask for it.

  • ✓Knows what to look for, always watching
  • ✓Institutional frameworks already built in
  • ✓Surfaces what you didn't know to ask
A prompt is a question you already knew to ask.

The most valuable advice is the call you weren't expecting. You can still ask NeuraCap anything, you'll just rarely need to start the conversation.

Why NeuraCap · The gap

Almost every company is priced out of strategic advice.

Senior advisors are scarce, expensive, and economically forced to cover only the largest companies. Everyone else makes their biggest decisions without a read on the market.

~1M
U.S. companies that could use strategic advisory
~7K
Senior advisors available to serve them
100x+
More demand than there is supply
Covered today, a fractionEveryone else, unadvised
25%

Higher sale price for advised sellers. Peer-reviewed research across 3,281 private-company sales found advised sellers earn premiums of 6–25% over those who go it alone. Going unadvised has a measurable price.

Source: Agrawal, Cooper, Lian & Wang, "Does Hiring M&A Advisers Matter for Private Sellers?", Quarterly Journal of Finance (2023), n=3,281. Company and advisor counts per U.S. government publications and industry research.

Why NeuraCap · Independence

No side of the table. No fee riding on your decision.

Most free advice a company receives comes from someone with a stake in the outcome: a buyer making an approach, or an intermediary paid only if a deal closes. NeuraCap has neither incentive.

What NeuraCap does

  • ✓
    Strategic advisoryInstitutional-quality judgement for corporate finance decisions
  • ✓
    Proprietary intelligenceValuation, M&A and buyer evidence we structure and own
  • ✓
    Continuous deliveryPrompt-free, always running, answers in minutes

What it deliberately doesn’t

  • ✕
    Deal executionYour bankers and advisors still run the process
  • ✕
    Securities recommendationsNo broker-dealer activity, no investment advice
  • ✕
    Accounting or legal workThat stays with your existing counsel
Cost

Priced to reach every company, not to match banker fees.

The reason most companies go unadvised isn’t that they don’t want advice. It’s that the traditional model can’t serve them economically.

Sell-side M&A mandate
$0.8–1.5M
Strategy or valuation engagement
$50–250K
NeuraCap subscription
From $300/mo

Traditional figures are typical market ranges for comparable work, shown for orientation. The point isn't that advisors are overpriced: it's that software can serve the companies their model was never built to reach.

Who it’s for

One engine. Both sides of the table.

Companies use it to run their own strategy. Advisors use it to cover more of the market than their headcount allows.

Know what the market thinks of you, continuously.

CEOs, CFOs, corporate development, strategy and investor relations

  • 1See how peers are valued and what separates the premium names from the rest
  • 2Hold a standing read on your valuation before you need it for a board meeting
  • 3Know which acquirers are active in your space and what they've paid
  • 4Evaluate buy-vs-build with the same evidence a banker would bring

Originate more, without adding headcount.

Boutique investment banks, private equity, independent sponsors and strategic advisors

  • 1Deal ideas surfaced across your coverage universe, weekly, unprompted
  • 2Sector and M&A landscape intelligence refreshed against live evidence
  • 3Buyer and exit context ready before the pitch, not after
  • 4Cover companies that were never economic to cover before

Tell us your company. We'll start watching.

No prompts to write. Enter a name and see the peers, transactions and valuation context your intelligence would be built from.

Sample output shown instantly. Full coverage requires an account.

What we would start tracking for your company

Relevant public comparables14 companies
Sector transactions, last 5 years62 deals
Peer median EV / Revenue7.2x
Strategic themes identified4 themes
First intelligence arrivesWithin 24 hours