Investment

Trusted by private equity, venture
capital, and private investors.

Accelerate your deal flow with independent investment analysis.

I support investment teams with rigorous assessments, valuations, and investment memoranda — helping you relieve pressure, move faster, and invest with confidence.

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Let’s talk about your current needs.

Ease the pressure. Accelerate your deals.

Deal flow doesn’t wait.

Benefits

Move faster on opportunities

gain rapid, actionable insights without overloading your internal team.

Mitigate
risk

Identify hidden challenges and validate assumptions before you commit.

Gain an independent perspective

Objective external analysis that complements your in-house expertise.

Reduce your team’s workload

Keep your team focused on creating value, not spreadsheets.

On-demand deal support.

Project-based, fast, and confidential.

Services include

Investment screening

Screening Potential Investments — my 3-step approach

Step 1: I will either evaluate the investment opportunities you provide or apply a tailored set of filters — such as industry and geographic focus, size, ownership structure and value-creation potential — to identify a short-list of high-quality candidates.

Step 2: For each shortlisted candidate, I conduct a sharp initial assessment. I examine business model viability, market position, technology and competitive edge, sales/ marketing effectiveness, revenue/margin trends and growth potential—anything that influences future cash flows. I assess management’s execution capability, test underlying assumptions and flag early risk indicators.

Step 3: You receive a clear, executive-ready report summarising the strengths and weaknesses of each investment opportunity, giving you the confidence to decide whether to advance to a full due-diligence review.

By doing so, I save you time, reduce opportunity cost and ensure your focus remains on deals with genuine upside and controllable risk

I conduct rigorous market and competitive analyses, assessing a firm’s position relative to its competitors. I analyse forces such as threat of new entrants, bargaining power of suppliers and customers, threat of substitute products and of regulations, and the intensity of competitive rivalry within the industry. Advantages arising from a company’s technological capabilities are also examined.

By mapping these forces, I identify structural challenges, competitive pressures, and areas of strategic advantage, while assessing market size, growth trends, and regulatory considerations. I also evaluate the most promising market segments where the company has potential to expand and capture new growth.

This equips investors with actionable, data-driven insights to make informed decisions and identify paths for sustainable value creation

I assess a company’s technologies and intellectual property to determine its genuine competitive edge and growth potential.

By benchmarking these assets against competing technologies and emerging industry trends, we gain a clear understanding of the distinctiveness, effectiveness, and scalability of the firm’s technological capabilities.

This approach enables a thorough evaluation of strengths, risks, and innovation gaps, providing investors with clear, actionable insights into the technology-driven levers that create lasting value.

I assess the strength and effectiveness of a company’s management team, evaluating both individual competencies in key roles—such as CEO, CFO, and Sales Director—and the team’s overall dynamics and collaboration. This includes identifying gaps in expertise, assessing the team’s ability to drive and manage growth, and evaluating their leadership capabilities to guide the company into the future.

By combining structured analysis with industry experience, I provide investors with a clear understanding of whether the leadership team can deliver on strategic objectives, navigate challenges, and create sustainable long-term value.

I provide comprehensive valuations of both enterprise and equity value using Discounted Cashflow (DCF) models. These are fully integrated financial models that estimate all expected future cashflows from operations, investments, and financing activities, including a terminal value, and apply an appropriate discount rate to reflect risk and the time value of money.

From this analysis, I derive robust valuations of a company’s cashflow streams and overall worth.

Such models also allow for detailed sensitivity analyses of key value drivers, providing investors with clear insights into how changes in assumptions impact valuation outcomes and helping them better understand the dynamics of the underlying business model.

I prepare professional investment memoranda and pitch decks that clearly communicate the value, risks and strategic rationale of an opportunity to external stakeholders. These materials are designed for potential co-investors, limited partners, lenders, regulators, strategic partners and other parties involved in the investment process.

Each document combines rigorous analysis with a compelling narrative, enabling recipients to quickly grasp the investment case and evaluate its merits with confidence.

Drawing on my own experience in deal execution and investor communication, I understand precisely what information these audiences need—and how they expect it to be presented.

I create concise, insight-driven presentations that provide investment partners and committees with the essential information needed to make well-founded decisions. Drawing on my experience at McKinsey, I know how to distill complex topics into well- structured presentations with sharp statements, clear logic, and actionable recommendations.

From my own experience participating in investment decisions, I understand exactly what decision-makers want to see—and how they want it presented. Each presentation highlights the most critical value drivers, risks, sensitivities, and strategic options, providing a data-backed foundation for fast, confident, and well-informed decisions.

Decision-makers receive a clear, actionable recommendation that enables fast and confident decisions.

I provide an objective, expert second opinion on potential investments, offering investors a critical perspective that complements internal analyses and due diligence.

Drawing on my experience across strategy, finance, and deal execution, I rigorously review business models, financial models, valuations, technological advantages, market positioning, and key risks.

By challenging assumptions, identifying blind spots, and exploring alternative scenarios, I help investors validate their conclusions and gain fresh insights.

This independent second opinion gives decision-makers confidence in their investment choices and ensures that potential deals are thoroughly evaluated from every angle before commitment.

Who I work with.

I support decision-makers at Private Equity firms, Venture Capital funds, Family Offices, and private investors.

Investment

My name is Roland Giebitz. Your partner for rigorous investment analyses.

As a former Private Equity Executive and Venture Capital Analyst, I know exactly what your requirements are.

Trusted by investors — grounded in Private Equity.

Independent. Analytical. Reliable. The support your deal team would hire internally — available on demand.

I bring extensive experience to the table — as a former Private Equity investment manager, Venture Capital analyst, McKinsey consultant, and managing director of operating companies. I combine financial expertise with a strong commercial perspective. Expect pragmatic insights, sharp analysis, and sound judgement — all translated into investor-grade documentation you and your partners can rely on.

Experience across
industries and asset classes.

I’ve supported transactions in technology, healthcare, manufacturing, and real estate — across DACH and international markets.”

Representative Case Examples

What clients say

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I work confidentially with PE, VC, and Family Offices — worldwide.
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Discounted Cash Flow Analysis for Swiss VC Fund ID.Ventures AG

ID.Ventures AG, a Swiss venture capital fund, holds an investment in Scoopas, a digital platform in the music industry that allows customers to view events online. Typical events include live concerts, cabaret shows, and invitation-only performances. Scoopas focuses on streaming niche events with lesser-known musicians, helping them to generate additional income.

The VC fund sought to provide investors with a clear understanding of the value and potential of Scoopas’ business model. The project involved:
‣ Describing the Scoopas business model and relevant music markets
‣ Developing a detailed financial model
‣ Scrutinising key assumptions and parameters
‣ Comparing competitor valuations
‣ Explaining the DCF methodology
‣ Presenting the analysis as an investment memorandum

The Discounted Cash Flow (DCF) calculation was based on a 10-year forecast of free cash flows, a robust terminal value, and an appropriate discount rate. The resulting equity value (per share) was used to communicate progress to shareholders and served as the basis for determining the pricing in the next financing round.

Acquisition of a chain of hairdressing salons and bid strategy

An investor sought to acquire a chain of hairdressing salons in southern Germany and required support throughout the bidding process. A rapid determination of the target company’s enterprise value and a realistic assessment of its profit growth potential were critical for setting an informed bid and defining a price ceiling.

I carried out detailed analyses to estimate the potential for profit improvement — including a comparative profitability analysis of all hairdressing salons – and delivered clear recommendations on the purchase price and maximum bid.

These insights strengthened the investor’s negotiating position and helped avoid overpayment.

Financial Modelling for a Start-up Financing Round

Swiss venture capital fund SEMIS AG owns HelloSeller GmbH, a software start-up that markets a mobile analytics app for Amazon sellers.

The HelloSeller mobile app provides Amazon vendors with targeted insights into sales performance, inventory, reorders, pricing, returns, marketing efficiency, and product rankings. It also delivers analyses, forecasts, and actionable recommendations. The target market comprises roughly two million Amazon sellers worldwide.

For a financing round aimed at professional investors, SEMIS AG required a robust investment memorandum supported by a detailed financial model demonstrating projected cash flows and underpinning the proposed valuation.

I developed a comprehensive, in-depth financial model that quantified the impact of online advertising spend on revenue growth and detailed the dynamics of revenue development. The model captured revenue increases driven by customer base expansion (new customers minus churn) and rising average customer spend, both influenced by the staged rollout of new app features.

This detailed financial model gave investors a transparent view of key assumptions and parameters, enabling them to validate the resulting equity valuation with confidence.

Pitch Deck for a Logistics Group

Blue Spruce Capital, a Pennsylvania-based logistics group, sought funding to support its buy-and-build strategy and required a compelling pitch deck to attract new investors. The group provides last-mile delivery services for FedEx using its own fleet and employees, and plans to expand by acquiring 20 territories in Pennsylvania and neighbouring states through the buyout of existing operators.

The pitch deck needed to be concise and short — no more than ten pages — yet comprehensive enough to provide investors with all the key information required to form a clear investment view. I delivered a focused, persuasive presentation that clearly articulated the business case, supported by detailed profit and cash flow forecasts.

Jatropha Nuts yield and CO2 certificates

A group of investors considered financing a 5,000-hectare farming project in Zambia focused on cultivating Jatropha curcas plants. The business case appeared attractive—provided that its underlying assumptions were realistic. I was engaged to review the project parameters and deliver an independent second opinion.

The project’s profitability was expected to stem from four main revenue streams:
‣ Sale of Jatropha oil as biodiesel to fuel distributors and transport companies.
‣ Sale of Jojoba wax (oil) to the pharmaceutical and cosmetics industries.
‣ Sale of press cakes, the by-product of oil extraction, as fertilizer to local farms. 17
‣ Sale of CO₂ emission certificates through energy exchanges or directly to industrial buyers, as Jatropha plants absorb significant amounts of carbon dioxide.

My analysis confirmed that most of the project’s assumptions—regarding plant growth rates, yields, and price expectations—were broadly sound. However, the water requirements had been significantly underestimated, posing a major risk to the project’s feasibility.
While mature Jatropha plants can survive for extended periods without irrigation, young plants require consistent watering. Establishing an irrigation system across 5,000 hectares would involve substantial costs. Moreover, hydrological data revealed that the nearby river, identified as the planned water source, carried insufficient water for nearly half the year.

Based on these findings, my independent second opinion resulted in the following twofold recommendation:
1. The cultivation of Jatropha as a biofuel crop is fundamentally viable and economically promising.
2. However, due to the inadequate water availability at the proposed site, I advised the investors to search for an alternative location with a reliable and sustainable irrigation source