Who We Actually Are

porlexivon started in 2018 when two finance professionals got tired of watching talented analysts struggle with valuation fundamentals that should have been straightforward. We'd both spent years in investment banking and private equity, and the gap between what universities taught and what the industry needed was obvious.

So we built something different. Not another course promising shortcuts or certification mills. Just practical, honest training in the valuation techniques that financial analysts use every single day.

From Spreadsheets to Structure

Back in 2017, Callum was reviewing analyst work at a mid-sized advisory firm in Sydney. He noticed the same mistakes appearing week after week. Not careless errors — just gaps in understanding core concepts like terminal value calculations and appropriate discount rate selection.

Around the same time, Jasper was mentoring junior analysts at a boutique fund and seeing identical issues. The two met at a CFA Society event and spent three hours dissecting what was going wrong in financial education.

Turned out, most courses focused on theory or exam prep but skipped the messy reality of building models under time pressure with incomplete data. They decided to create training that filled that space.

Financial analysts reviewing valuation models during practical training session

What Actually Matters to Us

No Fluff Approach

We teach what works in real valuation scenarios. If a technique doesn't appear in actual analyst work, it doesn't make our curriculum.

Honest Limitations

Every valuation method has weaknesses. We discuss them openly instead of pretending one approach solves everything.

Practical First

Theory matters, but only when it connects to building better models. We start with the spreadsheet and work backwards to concepts.

I spent two years doing valuations before taking this program. Wish I'd found it earlier — would have saved me from some embarrassing model errors and a lot of late nights fixing preventable mistakes.

— Marcus Venables, Equity Research Associate

How We Actually Teach

Our programs focus on building proper valuation models from scratch, then stress-testing them with real-world complications that textbooks conveniently ignore.

Detailed discounted cash flow model structure during training workshop

Model-First Learning

You'll build complete DCF, comparable company, and precedent transaction models. Then we break them intentionally to teach troubleshooting.

Financial analyst working through complex valuation scenario with real data

Messy Case Studies

Real companies have inconsistent reporting, one-time charges, and questionable guidance. Our cases reflect that reality.

The People Behind porlexivon

Callum Fitzwilliam

Director of Financial Education

Former investment banking analyst with twelve years of experience in equity valuation and financial modelling. Built the curriculum after noticing consistent gaps in how analysts learned DCF methodologies.

Jasper Thornbury

Lead Instructor

CFA charterholder specialising in corporate finance and advanced discounted cash flow methodologies. Teaches the technical components of our valuation programs and reviews all course materials for accuracy.

Want More Details?

Our next comprehensive valuation program starts in September 2025. If you're considering the training or have questions about whether it fits your background, get in touch and we'll give you a straight answer.