Company Diagnostic

Score a company against
its matched peers

Upload a 10-K and get a health score, peer benchmarks and sized profit gaps in ~15 min.

Sample · Columbus McKinnon (NASDAQ: CMCO)
48/100Business health score
$63.6MSG&A gap to peers, $25.4M addressable
Benchmark gap: SG&A
Benchmark gap: SG&A · page 5

Inputs and outputs

Inputs
  • A 10-K, annual report or audited financial statements
  • Optional: management accounts or operating data
Outputs
  • PDF report, about 40 pages
  • Excel model with every ratio and its inputs
  • PowerPoint deck (subscription)
  • Health score across six dimensions
  • Sized gaps to peers
  • 100-day action plan

Who it is for

Consulting firms

Benchmark the prospect against matched peers before the first meeting.

ValueChaser for consulting →

Private equity

Screen targets and flag value creation opportunities before investment committee.

ValueChaser for private equity →

CFOs and strategy teams

See where the company stands and which gaps to close before the board review.

Upload a 10-K to get the diagnostic

Run it yourself in ~15 min, or we run it for you within 24 hours. $4,700 a month for unlimited reports, or $900 per report. Pricing

What Company Diagnostics is

ValueChaser Company Diagnostics turns a 10-K, an annual report or audited financial statements (P&L, balance sheet and cash flow) into a peer-benchmarked diagnostic: verified financials, a health score across six dimensions, quantified value-creation opportunities and a 100-day action plan.

Input

A 10-K, annual report or audited financial statements. Investor presentations, quarterly filings and earnings transcripts can be added.

Analysis

Financials are extracted from the filed statements and benchmarked against peers matched to the company's sector, geography and revenue tier.

Output

An HTML report, a PDF and an editable Excel data model, with quantified opportunities and a 100-day action plan.

Who uses it

Private equity operating teams running PE portfolio diagnostics, consulting teams and business leaders.

Turnaround

A run completes within 10 minutes. Analysis is generated in minutes, with completed client diagnostics available within 24 hours.

Evidence

Diagnostics on public companies are published in ValueChaser Insights, and full reports are in the case examples.

What Company Diagnostics answers

Value-creation analysis from a 10-K

A single 10-K is enough to produce quantified value-creation opportunities, ranked by priority.

A peer-benchmarked diagnostic from financial statements

The output goes beyond ratios. Each dimension is scored against a matched peer set, and the gaps are translated into opportunities with their calculation shown.

A rapid company diagnostic before a strategy or performance-improvement engagement

Consulting teams use it to build the fact base before the first client meeting.

A baseline and 100-day priorities for a portfolio company

Operating teams get a financial baseline and a 100-day action plan in the same structure for each company. See how PE operating teams scan procurement across portfolio companies.

P&L, balance sheet and cash flow analyzed together

The three statements are read together to identify operational and financial performance-improvement opportunities.

Questions about Company Diagnostics

What is the minimum input?

Audited financial statements or a 10-K. Additional documents such as investor presentations and earnings transcripts deepen the analysis.

How are peer benchmarks chosen?

Benchmarks are matched to the company's sector, geography and revenue tier. Where no matched benchmark is available, the report says so and the metric is shown without a peer comparison.

How is this different from asking a general AI model to read a 10-K?

Figures are extracted from the filed statements and calculations are deterministic. The report follows the same analytical framework on each run and marks whether a figure is filed, calculated, benchmarked, market intelligence or an estimate.

Is this an alternative to a first-pass consulting diagnostic?

It produces the first-pass fact base: verified financials, peer benchmarks and quantified opportunities. Judgment, context and final recommendations stay with the practitioner.

Related

Frequently Asked Questions

The Details you're looking for

How long does the analysis take?

Analysis is generated in minutes, with completed client diagnostics available within 24 hours. Run it yourself and the report arrives within 10 minutes. When our team runs your data for you, the completed diagnostic is delivered within 24 hours.

What do I need to provide?

It depends on the product. For Company Diagnostics, the minimum is audited financial statements or 10-K filings. You can also include sales pipeline data, vendor spend data, inventory reports, and operational metrics for the past 12–36 months for deeper insights. For Procurement Categorization and Procurement Insights, upload your raw AP or spend data. The platform automatically assesses your upload for completeness and accuracy, and provides a data quality score before proceeding.

How accurate are the recommendations?

Every recommendation is generated from analysis of your actual data, combined with proprietary industry benchmarks and domain-specific knowledge. ROI estimates are conservative and grounded in proven implementation results. All outputs are fully auditable and transparent— every insight is traceable back to the source data. No black box.

Is there a Human-in-the-loop?

The report generation workflow is fully automated for speed and consistency. However, human expertise is embedded throughout the platform design: industry benchmarks and domain knowledge are curated by subject matter experts, and all prompts have been designed and validated by experienced practitioners. A monitoring layer evaluates confidence scores and flags anomalies — if an insight falls below quality thresholds, it is escalated for human review. Outputs are audited regularly by domain experts to maintain quality.

How is this different from using a large language model?

A standalone LLM produces general-purpose text.The ValueChaser AI Platform orchestrates multiple AI models integrated with proprietary industry knowledge, domain-specific agents, and curated benchmarks to produce structured, auditable business intelligence. Our patent-pending process delivers deterministic, function-specific outputs — not open-ended AI responses. Every report follows a consistent analytical framework with traceable recommendations, editable Excel model(s), and executive-ready formatting. It is complete automation from raw data to finished deliverable.

Is my data secure?

Yes. At ValueChaser.ai, safeguarding client data is our top priority. The platform runs on SOC 2 Type II compliant infrastructure with AES-256 encryption at rest, TLS 1.2+ in transit, and GDPR-aligned data handling practices. All files are encrypted during upload, stored with strict access controls, and transmitted to our processing platform via encrypted API calls. Your data is not used for model training and is shared only with the processors listed in our Privacy Policy, under contract and solely to provide the service.
For one-time users, uploaded files and processing data are retained for 3 days after report delivery to allow for rerun requests, then permanently deleted. For subscription clients, raw uploaded data is retained for 30 days to support reruns and review, then permanently deleted. Failed or incomplete jobs are purged within 3 days. You may request immediate deletion of your files at any time by contacting support@valuechaser.ai.

What if my data is not good enough for reliable insights?

You only pay if your data passes quality checks. When you upload your data, the platform automatically runs a validation for completeness and accuracy, and generates a data quality score. If the data is incomplete, you will be shown exactly what is missing so you can correct and resubmit. If it meets the threshold, you proceed to your payment (for one-off users) or straight to report generation (for agreement clients).

As a CPA or Private Equity Operations leader or an Advisory Firm leader, I want to run this for my clients/ portfolio. What are the options?

Two agreements are built for exactly this. Pay As You Go is $900 per report with no minimum, invoiced monthly. Monthly Unlimited is $4,700 per month on an annual agreement for unlimited reports across all products. Both include 10 users, report history, isolated tenant hosting, and the option to have our team prepare, quality check, run and publish results in your portal at no extra cost. See our Pricing page, or go to www.valuechaser.ai/subscribe to get started.

When will the new products be available for other use cases?

The platform is designed around distinct use-case products, each addressing a different analytical need. We regularly release new products based on demand signals from operators, clients, and users — each developed with domain experts and curated reference knowledge. Visit our Products page for the current lineup and upcoming roadmap, or contact us to discuss co-development of new use cases.

I like the insights generated by the platform. I need more help from industry experts to discuss the insights and plan actions

Yes. ValueChaser.ai subscribers get access to a qualified and vetted network of industry practitioners. We can introduce you to domain experts who will help you interpret insights, prioritize recommendations, and build implementation plans. Contact us at member@valuechaser.ai

What if I don't see value?

We stand behind the quality of our analysis. If you are not satisfied with the output of your Insights Report, send us a note at member@valuechaser.ai and we will work with you to address your concerns.You can also start with a free Pilot to evaluate the platform before making any investment.