Investment Banking and Consulting

Your strategic finance partner .

A financial expert team that delivers clean data, sharp analysis and real planning. Move faster & scale smarter.

Why Vala?

Why Choosing Us Will TransformYour Financial Operations

We solve the problems that slow down growing businesses—delivering expert financial leadership, operational efficiency, and strategic insights that drive measurable results.

Maximum Efficiency

Streamlined operations that save time

Automated financial workflows
Automated tools + financial analysis
Real-time reporting & dashboards

Smarter Decisions

CFO-level insights at a fraction of the cost

Data-driven strategic guidance
Strategic advice
Continuous assessments of target market

Measurable Growth

KPIs that drive real business value

Unit economics optimization
KPIs' creation, improvement, & monitoring
Data cleanup & structure

Visualize & Analyze your Financials & KPIS

Income Statement
Balance Sheet
Cash Flow
ARPU
CAC
LTV
LTV/CAC
NPPU
Cohorts
ARR/MRR
Churn
Retention KPIs
Run Rate
RFM model

Revenue Growth

Cohort Retention

Churn Evolution

Key Metrics

Transactional
Volume
$194.9 mm
+122% vs Jun'23
# of transactions
282 k
+136% vs Jun'23
Avg. per user
$16.1 k
vs $14.5k Jun'23
Revenue
Commission
$7.7 mm
+92% vs Jun'23
Net margin
1.36 %
vs 1.82% Jun'23
ARPU
$638
vs $661 Jun'23
Users
Active users
12.1 k
All-time high
Registered
2.1 k
+13.8% vs Jun'23
Avg. ticket
$809
vs $862 Jun'23
Health
Churn
8.4 %
vs 7.2% May'23
Run-rate
$4.8 mm
Annualized
NPS
72
+5 vs May'23

Revenue Growth

Cohort Retention

Churn Evolution

Key Metrics

Transactional
Volume
$194.9 mm
+122% vs Jun'23
# of transactions
282 k
+136% vs Jun'23
Avg. per user
$16.1 k
vs $14.5k Jun'23
Revenue
Commission
$7.7 mm
+92% vs Jun'23
Net margin
1.36 %
vs 1.82% Jun'23
ARPU
$638
vs $661 Jun'23
Users
Active users
12.1 k
All-time high
Registered
2.1 k
+13.8% vs Jun'23
Avg. ticket
$809
vs $862 Jun'23
Health
Churn
8.4 %
vs 7.2% May'23
Run-rate
$4.8 mm
Annualized
NPS
72
+5 vs May'23

Life Time Value

LTV/CAC Ratio

Real vs Budget

Sales, MX$ mm

Retention Heatmap

Cohort M0M1M2M3M4M5M6M7M8M9M10M11M12
Jan '24 100% 78% 65% 58% 52% 48% 45% 42% 40% 38% 36% 35% 34%
Feb '24 100% 82% 71% 64% 58% 54% 50% 47% 44% 42% 40% 38% 37%
Mar '24 100% 85% 74% 68% 62% 57% 53% 50% 47% 45% 43% 41% 40%
Apr '24 100% 80% 69% 61% 55% 51% 48% 45% 43% 41% 39% 37% 36%
May '24 100% 88% 77% 70% 64% 59% 55% 52% 49% 47% 45% 43% 42%
Jun '24 100% 84% 73% 66% 60% 56% 52% 49% 46% 44% 42% 40% 39%
Jul '24 100% 86% 75% 67% 61% 56% 52% 48% 45% 43% 41% 39% 38%
Aug '24 100% 81% 70% 63% 57% 53% 49% 46% 44% 42% 40% 38% 37%
Sep '24 100% 83% 72% 65% 59% 55% 51% 48% 45% 43% 41% 39% 38%
Oct '24 100% 87% 76% 69% 63% 58% 54% 51% 48% 46% 44% 42% 41%
Low
High

Revenue by Product

FYE'20 MX $58.5mm 49.3% of total sales

Life Time Value

LTV/CAC Ratio

Real vs Budget

Sales, MX$ mm

Retention Heatmap

Cohort M0M1M2M3M4M5M6M7M8M9M10M11M12
Jan '24 100% 78% 65% 58% 52% 48% 45% 42% 40% 38% 36% 35% 34%
Feb '24 100% 82% 71% 64% 58% 54% 50% 47% 44% 42% 40% 38% 37%
Mar '24 100% 85% 74% 68% 62% 57% 53% 50% 47% 45% 43% 41% 40%
Apr '24 100% 80% 69% 61% 55% 51% 48% 45% 43% 41% 39% 37% 36%
May '24 100% 88% 77% 70% 64% 59% 55% 52% 49% 47% 45% 43% 42%
Jun '24 100% 84% 73% 66% 60% 56% 52% 49% 46% 44% 42% 40% 39%
Jul '24 100% 86% 75% 67% 61% 56% 52% 48% 45% 43% 41% 39% 38%
Aug '24 100% 81% 70% 63% 57% 53% 49% 46% 44% 42% 40% 38% 37%
Sep '24 100% 83% 72% 65% 59% 55% 51% 48% 45% 43% 41% 39% 38%
Oct '24 100% 87% 76% 69% 63% 58% 54% 51% 48% 46% 44% 42% 41%
Low
High

Revenue by Product

FYE'20 MX $58.5mm 49.3% of total sales

Churn Evolution

Life Time Value

LTV/CAC Ratio

Real vs Budget

Sales, MX$ mm

Key Metrics

Transactional
Volume
$194.9 mm
+122% vs Jun'23
# of transactions
282 k
+136% vs Jun'23
Avg. per user
$16.1 k
vs $14.5k Jun'23
Revenue
Commission
$7.7 mm
+92% vs Jun'23
Net margin
1.36 %
vs 1.82% Jun'23
ARPU
$638
vs $661 Jun'23
Users
Active users
12.1 k
All-time high
Registered
2.1 k
+13.8% vs Jun'23
Avg. ticket
$809
vs $862 Jun'23
Health
Churn
8.4 %
vs 7.2% May'23
Run-rate
$4.8 mm
Annualized
NPS
72
+5 vs May'23

Heatmap

Cohort M0M1M2M3M4M5M6M7M8M9M10M11M12
Jan '24 100% 78% 65% 58% 52% 48% 45% 42% 40% 38% 36% 35% 34%
Feb '24 100% 82% 71% 64% 58% 54% 50% 47% 44% 42% 40% 38% 37%
Mar '24 100% 85% 74% 68% 62% 57% 53% 50% 47% 45% 43% 41% 40%
Apr '24 100% 80% 69% 61% 55% 51% 48% 45% 43% 41% 39% 37% 36%
May '24 100% 88% 77% 70% 64% 59% 55% 52% 49% 47% 45% 43% 42%
Jun '24 100% 84% 73% 66% 60% 56% 52% 49% 46% 44% 42% 40% 39%
Jul '24 100% 86% 75% 67% 61% 56% 52% 48% 45% 43% 41% 39% 38%
Aug '24 100% 81% 70% 63% 57% 53% 49% 46% 44% 42% 40% 38% 37%
Sep '24 100% 83% 72% 65% 59% 55% 51% 48% 45% 43% 41% 39% 38%
Oct '24 100% 87% 76% 69% 63% 58% 54% 51% 48% 46% 44% 42% 41%
Low
High

Revenue by Product

FYE'20 MX $58.5mm 49.3% of total sales

Churn Evolution

Life Time Value

LTV/CAC Ratio

Real vs Budget

Sales, MX$ mm

Key Metrics

Transactional
Volume
$194.9 mm
+122% vs Jun'23
# of transactions
282 k
+136% vs Jun'23
Avg. per user
$16.1 k
vs $14.5k Jun'23
Revenue
Commission
$7.7 mm
+92% vs Jun'23
Net margin
1.36 %
vs 1.82% Jun'23
ARPU
$638
vs $661 Jun'23
Users
Active users
12.1 k
All-time high
Registered
2.1 k
+13.8% vs Jun'23
Avg. ticket
$809
vs $862 Jun'23
Health
Churn
8.4 %
vs 7.2% May'23
Run-rate
$4.8 mm
Annualized
NPS
72
+5 vs May'23

Heatmap

Cohort M0M1M2M3M4M5M6M7M8M9M10M11M12
Jan '24 100% 78% 65% 58% 52% 48% 45% 42% 40% 38% 36% 35% 34%
Feb '24 100% 82% 71% 64% 58% 54% 50% 47% 44% 42% 40% 38% 37%
Mar '24 100% 85% 74% 68% 62% 57% 53% 50% 47% 45% 43% 41% 40%
Apr '24 100% 80% 69% 61% 55% 51% 48% 45% 43% 41% 39% 37% 36%
May '24 100% 88% 77% 70% 64% 59% 55% 52% 49% 47% 45% 43% 42%
Jun '24 100% 84% 73% 66% 60% 56% 52% 49% 46% 44% 42% 40% 39%
Jul '24 100% 86% 75% 67% 61% 56% 52% 48% 45% 43% 41% 39% 38%
Aug '24 100% 81% 70% 63% 57% 53% 49% 46% 44% 42% 40% 38% 37%
Sep '24 100% 83% 72% 65% 59% 55% 51% 48% 45% 43% 41% 39% 38%
Oct '24 100% 87% 76% 69% 63% 58% 54% 51% 48% 46% 44% 42% 41%
Low
High

Revenue by Product

FYE'20 MX $58.5mm 49.3% of total sales

HOW WE OPERATE?

Vala's expert team has a deep understanding of different business models to guide your company at every stage

Analysis

Deep Analysis

We deep dive into the business model and diagnose the most sensitive points

Challenges

We Know Your Challenges

We focus on understanding your specific challenges to offer customized solutions

Team

Qualified Team

We assign a highly qualified team with experience in your industry

Data

Organized Data

We clean and organize data for more precise decision-making

Tools

Customized Tools

We create tools tailored to your business needs

Growth

Growth Acceleration

We deliver professional reports and make strategic decisions together with your team to create value

We help you make the right choices today & tomorrow

VALA TEAM

We are a team of professionals with extensive experience in the financial sector

Raul Marquez Pardinas

Raul Marquez Pardinas

Partner

Alex Grappin

Alex Grappin

Partner

Gael Campos

Gael Campos

Financial Analyst

THESE COMPANIES ARE ALREADY GROWING WITH US

Get in Touch

Ready to accelerate your growth? Let's talk about how Vala Finance can help your company.

Financial Health Assessment

Let's Find Your Perfect Fit

Answer a few quick questions to get a personalized recommendation

1 Answer a few questions
2 Get personalized recommendation
3 Book free consultation

Or reach us directly:

Address: Ámsterdam 255, Hipódromo Condesa, Cuauhtémoc, 06100, CDMX, México

Email: contacto@valafinance.mx