Trailing EBITDA tells you what happened yesterday. Strasmore's supercomputer synthesizes petabytes of alternative data to identify precise acquisition windows before multiples expand.
The sector is in a 14-month contraction phase, compressing EV/EBITDA multiples by 22% YoY. However, forward-looking logistics data (component imports) indicates a massive pending demand spike in Q4. The Alpha Window is currently open. Recommend initiating acquisition phase within 90 days.
| TARGET IDENTIFIED | EST. MULTIPLE | HIDDEN CATALYST |
|---|---|---|
| RoboTech GmbH (Private) | 6.4x EV/EBITDA | Secured unannounced Tier-1 EV contract |
| AeroDynamics EU (Public) | 8.1x EV/EBITDA | Restructuring supply chain (Cost savings) |
Standard financial data is commoditized. Strasmore aggregates trillions of alternative data points to give you ground truth before the broader market reacts.
Bill of lading databases, port congestion metrics, and maritime shipping routes mapped back to corporate entities.
Aggregated and anonymized B2B transaction flows to measure vendor health and accounts receivable stress.
Satellite imagery of manufacturing hubs, parking lot density for retail targets, and supply chain infrastructure.
Real-time job posting velocity, executive turnover rates, and engineering talent migration across sectors.
Valuation vs. Forward Momentum
Private Equity notoriously deploys capital when a sector's financials look "safe"—which is exactly when multiples are highest.
When valuations fall (grey line), funds wait for absolute bottom. But the bottom is only visible in the rearview mirror. By the time lagging economic indicators turn positive, the discount is already priced out.
Strasmore tracks predictive forward momentum (amber line) using alternative data. Watch the chart: When underlying physical momentum crosses above falling financial valuations, a golden "Alpha Window" opens. This is the exact month to acquire the asset.
From sourcing the initial deal to managing operations, and finally timing the exit liquidity.
Filter thousands of private companies based on macro tailwinds. Only spend time analyzing targets situated in sectors with structural supply/demand imbalances in your favor.
Never take a management team's word for it. Validate growth projections by instantly cross-referencing their claims against our petabytes of global logistics and B2B pricing data.
Once acquired, plug your portfolio company into the Strasmore Risk Nexus. Monitor their supply chain health and competitor movements in real-time to guarantee operational efficiency.
Buying is easy; selling is hard. Strasmore analyzes historical M&A volume, public market appetite, and sector sentiment to forecast exactly when the market will be hungriest for your asset.
Your investment thesis is your most valuable asset. Strasmore is SOC 2 Type II certified and employs strict zero-retention policies. Your M&A diligence queries are never stored or used to train public AI models.
Modern funds don't just rely on analysts; they rely on quants. Strasmore allows your internal data engineering teams to bypass the UI and connect directly to our bare-metal data lake.
Pipe raw alternative data directly into Snowflake, Palantir, or custom Python models to run proprietary correlation analysis against your current deal flow pipeline.
# Cross-reference internal CRM deals with Alt Data import strasmore_connect client = strasmore_connect.get_client( host='capital.strasmore.com', api_key='fund_ds_engine_1' ) # Identify target pipeline companies with surging metrics df = client.query_sql(''' SELECT t.company_name, t.deal_stage, a.import_volume_yoy FROM internal_deal_pipeline AS t JOIN strasmore.alternative_data AS a ON t.entity_id = a.entity_id WHERE a.import_volume_yoy > 0.40 AND t.deal_stage = 'Initial Diligence' ''') >> [Success] 4 targets identified with hidden momentum.
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