Real firms. Real results.

Client Profile

Small 3-partner CA firm based in Jaipur, specializing in tax advisory and share allotment valuations for SMEs and startups.

Challenge

Mittal & Associates faced a critical backlog of share allotment valuations under Rule 11UA. With a growing client base of early-stage companies raising angel and Series A rounds, the firm was struggling to deliver DCF valuation reports within client timelines. Each report took approximately 15 days of practitioner time, involving manual data gathering from MCA filings, spreadsheet-based DCF construction, and iterative report drafting.

Solution

The firm adopted Evaaluate's Fully AI-Assisted workflow tier, leveraging automated DCF construction, data ingestion from Tofler and CMIE Prowess, and template-based report generation. The Gate 1 assumption review allowed partners to maintain professional judgment while eliminating repetitive data gathering and spreadsheet work.

Results

• Report turnaround reduced from 15 days to 2 hours of active practitioner time
• 47 Rule 11UA valuation reports completed in Q3 2025
• Zero reports challenged by tax authorities in subsequent assessment proceedings
• Client satisfaction score improved from 3.6 to 4.8 out of 5

Client Profile

Mid-size professional services firm with 8 offices across India, providing valuation services under the Insolvency and Bankruptcy Code for NCLT proceedings.

Challenge

BDO India's valuation practice lacked consistency across offices. Different teams used different Excel models, applied varying approaches to WACC construction, and produced reports with inconsistent formatting. This led to quality variance that became apparent during NCLT proceedings, where inconsistencies across reports from the same firm undermined credibility.

Solution

Evaaluate's Enterprise plan enabled BDO to deploy standardized assumption templates, consistent WACC methodology, and uniform report templates across all 8 offices. The centralized dashboard provided national practice leaders with visibility into ongoing engagements, and the locked assumption library ensured consistent application of the firm's methodological standards.

Results

• 94% NCLT acceptance rate for fair value determinations (up from 78%)
• Methodology consistency score of 98% across offices (measured by internal audit)
• Average report preparation time reduced by 72%
• Onboarding time for new valuation team members reduced from 3 months to 2 weeks

Client Profile

One of India's Big 4 professional services firms, engaged as the registered valuer for a large manufacturing conglomerate undergoing Corporate Insolvency Resolution Process (CIRP).

Challenge

The NCLT imposed a tight 72-hour deadline for submitting the fair value and liquidation value report for a manufacturing conglomerate with Rs. 2,400 crore in assets. The engagement required parallel DCF, Net Asset Value, and Comparable Company analysis across 4 operating divisions, each with distinct industry dynamics. Manual execution would have required 3 weeks minimum.

Solution

Evaaluate's parallel computation engine allowed simultaneous DCF, NAV, and Comparable Company analysis across all 4 divisions. The AI-assisted data ingestion processed 5 years of audited financials, 12 quarterly MCA filings, and 23 comparable company datasets within hours. The engagement team focused exclusively on assumption review and methodology selection at Gate 1, while the platform handled computation and report assembly.

Results

• Complete fair value report delivered within 72-hour NCLT deadline
• Parallel analysis across 3 methodologies and 4 divisions completed simultaneously
• Fair value determination accepted by the Committee of Creditors without revision
• Engagement team size reduced from projected 12 to 4 practitioners

Client Profile

Individual IBBI Registered Valuer based in Ahmedabad, practicing independently with a focus on Rule 11UA valuations for private companies and startups in Gujarat's growing ecosystem.

Challenge

As a solo practitioner, CA Priya Mehta was managing 8 concurrent valuation engagements with no support staff. Client communication, data gathering, spreadsheet modeling, report drafting, and compliance documentation were all handled single-handedly. The cognitive load of context-switching between engagements was leading to longer turnaround times and limiting revenue potential.

Solution

Evaaluate's Professional plan provided end-to-end workflow automation: engagement tracking dashboard, automated data ingestion, AI-assisted assumption suggestions, deterministic computation, and template-based report generation. The platform's engagement management features eliminated the need for separate project management tools, and the automated compliance checklist ensured nothing fell through the cracks.

Results

• Revenue increased 3.2x within 8 months of adoption
• Concurrent engagement capacity increased from 8 to 25
• Zero compliance findings in ICAI peer review
• Average client turnaround reduced from 12 days to 1.5 days