We have run the businesses you are trying to read.

An operator firm built by people who scaled and sold SaaS, cloud, and payments companies through three IPOs. We built Valence to measure how far a business has drifted from the thesis you bought it on, while there is still time to act.

The firm Operator-led
3
IPOs across SaaS, cloud, and payments
$100M+
ARR scaled across revenue organizations
Decades
Inside revenue, finance, and corporate development
Two
Portfolio companies, where every engagement begins
Where we operate
Private Equity Enterprise SaaS Cloud & Payments M&A Diligence Revenue Operations

The company you bought and the company you own are not the same company.

Nobody causes this. It is what operating businesses do.

01

At acquisition, the thesis is sound. A price gets paid for a reason, and on that day the assumptions hold.

02

Then the business lives its life. Customers move, pricing shifts, costs accrete, entities get bolted on. Quarter by quarter it drifts from what was underwritten.

03

Most firms find out how far it went during a buyer's diligence, a refinancing, or an LP review. By then the leverage is already gone.

Alongside you before the decision, not after the problem.

We are not the advisory firm that arrives, presents a deck, and disappears. We work with investors, operating partners, and CFOs at the points in a hold period where getting it wrong gets expensive.

01

Strategic advisory

Operator judgment for the calls without a clean answer. Growth, go-to-market, revenue operations, transaction readiness. The thinking we used to do from inside the business, available before the capital is committed.

02

Diligence support

We pressure-test what management presents against what is actually happening underneath it. Revenue quality, cost structure, margin durability, the risk a standard process is not built to find.

We saw the same gap in too many portfolios. So we built the system to measure it.

01

Valence normalizes a portfolio company's economics on a consistent framework, then tracks its drift from thesis to reality.

02

The consequence has a name. Enterprise Value Drift. Valence puts a number on it while it is still cheap to fix.

"Two companies, same fund, same vintage. Different drift profiles. That difference is the conversation."

Request a Thesis Drift Assessment Visit getvalence.ai
Confidence Dashboard Live
  • Growth quality
  • Earnings durability
  • Pricing power
  • Capital efficiency
  • Enterprise value resilience

The entry point

5 days

The Thesis Drift Assessment. Two portfolio companies, delivered to the board, applied in full toward the subscription.

Lou Cofini

Founding Partner, SharedVentures

A firm of two partners. We back and operate businesses we believe we are uniquely placed to build. Right now, that focus is Valence.

3
IPOs led across SaaS, cloud, and payments
Decades
At the intersection of revenue, finance, and corporate development
$100M+
ARR scaled across revenue organizations from early traction
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Built from the inside out.

I spent decades inside SaaS, cloud, and payments businesses, working revenue, finance, and corporate development. Three IPOs. Complex enterprise deals. Revenue organizations grown from early traction to hundreds of millions in ARR. For most of it, I was in the middle of the growth, not studying it afterward.

The call always came at the same moments. Growth slowing for no obvious reason. A transaction on the table. A board that needed to know what was real before it signed.

And the same pattern, every time. The business in the reporting and the business underneath it had quietly come apart. Not because anyone hid anything, but because that is what happens to a company over a hold period.

SharedVentures came from that experience.

Valence came from watching good firms get surprised by their own portfolios, one too many times.

Nobody caused this. But someone has to see it.

How far has your portfolio drifted from the thesis you bought?

No pitch and no deck. A direct conversation about what you are looking at and whether we are the right people to help. If we are not, we will tell you that too.

We read every message. Replies usually come back within a business day.