Broker Intelligence Platform: DTC E-commerce Business Valuation Service

For Brokers

Overview

Finsi's Broker Intelligence Platform provides comprehensive business valuation and due diligence services for DTC e-commerce businesses. Our AI-powered analytics platform gives brokers the tools they need to accurately assess business value, identify risks, and provide clients with data-driven insights.

Key Features

Comprehensive Data Integration

Multi-Platform Analytics: Connect Shopify, Recharge, Klaviyo, Facebook Ads, Google Ads, and 12+ other platforms
Automated Data Collection: Real-time synchronization of all business metrics
Historical Analysis: Access to complete business performance history

Advanced Valuation Metrics

Revenue Analysis

Monthly Recurring Revenue (MRR) trends
Annual Recurring Revenue (ARR) projections
Revenue growth rates and sustainability
Customer acquisition cost (CAC) analysis

Customer Lifetime Value (LTV)

Cohort-based LTV calculations
Retention rate analysis
Churn prediction modeling
Customer segment profitability

Unit Economics

True gross margin calculations
Contribution margin by product
Customer acquisition efficiency
Payback period analysis

Risk Assessment

Subscription Health Indicators:

Voluntary vs involuntary churn rates
Payment failure rates and recovery
Subscription cancellation patterns
Customer lifetime trends

Business Sustainability Metrics:

CAC to LTV ratio validation
Marketing channel effectiveness
Inventory turnover rates
Cash flow projections

Benefits for Brokers

Accelerated Due Diligence

Faster Valuations: Reduce valuation time from weeks to days
Data Validation: Automated verification of seller-provided numbers
Risk Identification: Early detection of red flags and concerns

Enhanced Client Service

Professional Reports: Comprehensive valuation reports for buyers and sellers
Market Positioning: Benchmark businesses against industry standards
Growth Opportunities: Identify value optimization strategies

Competitive Advantage

Data-Driven Insights: Move beyond basic financials to deep analytics
Transparency: Build trust with verified, third-party data
Portfolio Optimization: Track and optimize multiple listings

How It Works

1. Business Connection

Seller authorizes connection to their business platforms through secure OAuth integrations

2. Data Analysis

Our AI analyzes all historical data to calculate true unit economics and business health metrics

3. Valuation Report

Comprehensive report with:

Business valuation range
Risk assessment
Growth opportunities
Benchmark comparisons

4. Ongoing Monitoring

Continue tracking business performance throughout the sale process

Pricing

Per Business Valuation: Custom pricing based on business size and complexity

Broker Partnership Program:

Volume discounts for multiple valuations
White-label reporting options
Priority support and training

Get Started

Ready to provide your clients with the most comprehensive DTC business valuations in the industry?

Contact us today to discuss how Finsi's Broker Intelligence Platform can enhance your brokerage services.