Minimize the gap between the economic value and the market value of your company
There is a gap between the economic value a company generates and the value the market, or its own shareholder, recognizes in it.
This gap has identifiable causes: information asymmetry, data that does not withstand an audit of origin and consistency, a narrative that changes from quarter to quarter, and governance that does not inspire enough confidence. When it is neither measured nor managed, it charges its price in cost of capital, in multiple, and in decisions made without the information that matters most.
SUMAQ Global Intelligence acts on both ends of this equation: it raises the economic value of the business and reduces the gap between that value and what the market perceives.
Market Value Management, indicator analysis and risk simulation
Manage growth without ceasing to manage value
The company sells well, delivers well, and retains customers, but has no structured clarity about which levers really move the needle of profit and business value. This is the value blind spot, and it usually manifests like this:
SUMAQ Global Intelligence organizes this scenario, bringing method, measurement, and evidence to value management.
Value management as a permanent decision architecture
More than a one-off diagnosis, value management must sustain day-to-day decisions.
SUMAQ's approach integrates strategy, probabilistic financial modeling, risk, and data technology into a single architecture, one that serves both business management and accountability to the shareholder, be it the family, the board, the investing partner, or the market.
The methodology is the same. What changes is to whom you are accountable.
Our fronts in Market Value Management
The fronts are structured in a complementary way, allowing targeted or integrated action, according to the maturity and needs of the organization.
Strategic Planning
Where to compete and how to win, translated into indicators
Value Curve, competitive positioning, Strategic Map, and Balanced Scorecard. Strategy stops being a document and becomes a set of measurable objectives, with cause-and-effect indicators that guide decisions.
Recommended for: companies that need to convert strategic direction into monitorable targets.
Value & Risk
Probabilistic targets and priced risk
Value lever tree, valuation, ROIC, and Predictive Monte Carlo simulation. SUMAQ ESGRC operates the structural and qualitative front of this same work, and the meeting of the two gives risk a measurable effect on the discount rate.
Recommended for: companies that want to replace fixed targets with a reading of probability and risk.
Technology & Management
A single data set, updated on its own
Single Source of Truth, ERP integration, BI, and value dashboards with automatic updates. Incentives and monthly management rituals close the cycle between what was planned, what was achieved, and what was rewarded.
Recommended for: companies whose indicator is still recalculated by hand at each closing.
Capital Markets
From created value to recognized value
Management of market expectations, sell side research reading, building the target price consensus, structured investor targeting, and liquidity. This is the front in which SUMAQ has operated for over three decades.
Recommended for: public companies, debt issuers, and companies preparing to access the market.
An integrated architecture that evolves continuously
The effectiveness of value management lies in the integration between the fronts. None of them is a preparatory step for the other: each solves a complete problem, and together they close the cycle.
Raising economic value without communicating it creates a new gap. Communicating without raising value runs out. SUMAQ operates both ends.
Value management depends on data that withstands audit
No value, risk, or simulation model holds up on fragile information. The quality of the governance, risk, and controls structure is what gives the number the ability to support a capital decision, and to withstand the verification of an auditor, a board, or an investor.
That is why the two fronts work together: the control environment gives integrity to the data, and value management translates that control into discount rate and valuation. Two readings of the same risk.
Start where your company is today
Originating in the most regulated environment in the market, serving publicly traded companies subject to CVM and SEC requirements, SUMAQ applies to corporate value management the same data and governance discipline that underpins reporting to institutional investors.
The Value Management Maturity Diagnosis maps your company's stage across the fronts above and indicates what would be needed to advance. It takes about ten minutes, with no prior preparation and no commercial commitment.