i-avantage
Tool

Portfolio screening

Which holding carries the most AI value — and does it arrive before exit?

Your holdings ranked by value capturable before exit, sector by sector, with time to first value set against the remaining holding period.

  • ≈ 5 min
  • Free calculation · AI commentary on request
  • You leave with: Your holdings ranked by value capturable before exit

The portfolio

Five fictional holdings to show the tool. The ranking is more robust than the amounts: use the order to decide where to send a team, the figures to open the conversation.

  • Cabinet conseil A
  • Courtier B
  • Éditeur C
  • Industriel D
  • Distributeur E
5/12

Where the value is

Value capturable before exit
€14,500,000
€5,600,000 — €30,300,000
portfolio total
Annual value at run-rate
€8,600,000
€3,200,000 — €18,400,000
Where to send a team first
€6,200,000
€2,500,000 — €12,900,000
Cabinet conseil A
Outside the holding window
1
Industriel D
Reading

The figures above are computed and free. If you also want them read back to you — what they mean, what is specific to your sector, where to start — that is produced on request.

Ranked by value capturable before exit

A company 18 months from exit in a sector with 12 months to first value captures almost nothing: the value goes to the next owner. That is why the ranking is on the holding window, not on run-rate.

  1. 1. Cabinet conseil A€6,199,200

    Professional services · +5.9 pt EBITDA at run-rate · first value at 6 months

  2. 2. Distributeur E€3,515,600

    Retail and distribution · +2.3 pt EBITDA at run-rate · first value at 8 months

  3. 3. Éditeur C€2,445,300

    Software and tech · +5.1 pt EBITDA at run-rate · first value at 4 months

  4. 4. Courtier B€1,569,568

    Finance and insurance · +4.2 pt EBITDA at run-rate · first value at 8 months

  5. 5. Industriel D€737,100

    Manufacturing · +1.8 pt EBITDA at run-rate · first value at 10 months · outside holding window

The detail

Cost line items
LineEstimate
Return
#1 Cabinet conseil A — Professional services

+5.9 pt EBITDA margin at run-rate. First value at 6 months.

€6,200,000
€2,500,000 — €12,900,000
#2 Distributeur E — Retail and distribution

+2.3 pt EBITDA margin at run-rate. First value at 8 months.

€3,500,000
€1,200,000 — €7,500,000
#3 Éditeur C — Software and tech

+5.1 pt EBITDA margin at run-rate. First value at 4 months.

€2,400,000
€1,000,000 — €5,000,000
#4 Courtier B — Finance and insurance

+4.2 pt EBITDA margin at run-rate. First value at 8 months.

€1,600,000
€650,000 — €3,100,000
#5 Industriel D — Manufacturing

+1.8 pt EBITDA margin at run-rate. First value at 10 months — too late for the remaining holding period: most of the value goes to the next owner.

€740,000
€250,000 — €1,700,000

The assumptions

Every figure above rests on these. The ones marked “assumption” have no external source: they are modelling choices, labelled so they can be argued with rather than mistaken for measurements.

Sector coefficients
addressable share × achievable reductionAssumption
Judgement calibrated against published sector studies. The ranking is more robust than the amounts: use the order to decide, the figures to open a conversation.
Headroom
1 − 0.8 × maturity/4Assumption
A mature company has already captured most of it. The 0.8 leaves 20% residual value even at level 4.
Value before exit
12-month ramp after time to first valueAssumption
Nothing before the sector's time to first value, then a linear one-year ramp, then run-rate. A company 18 months from exit in a 12-month sector captures almost nothing.

What the calculation does, what the AI does

Every figure on this page comes from a deterministic algorithm running in your browser: the same input always gives the same result, and nothing is sent to produce it. AI runs only afterwards, to write the commentary from those figures. It produces none of them — the format it fills has no numeric fields — and any sentence quoting a value the calculation did not produce is removed before display.

Where to go next

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