Portfolio Builder

Evaluate combined M&A portfolio strategies and budget impact

Integration Risk Heat Map
Shows integration complexity and risks between target combinations. Click cells for details.
Low Risk (0-35)
Medium Risk (36-50)
High Risk (51-65)
Critical Risk (66+)
Targets
E2B.dev
E2B.dev
Risk Range
100 - 0
Portfolio Targets
1 companies
Budget: $3.2B
Acquisition Strategies
Select a strategy to apply its targets, or click Discover to find new companies. Combine multiple strategies or define your own.

AI-First

HIGH

Maximize AI agent and ML infrastructure capabilities

AI AgentsGPU ComputeLLM Orchestration+1

Edge Compute

MEDIUM

Strengthen global edge and distributed compute infrastructure

Edge ComputingCDNGlobal Infrastructure+1

Balanced Portfolio

MEDIUM

Diversified approach across AI, edge, and developer platforms

AI InfrastructureEdge DeliveryDeveloper Tools+1

Defensive

LOW

Conservative approach focusing on proven technologies and lower risk

App SecurityAPI SecurityCloud Networking+1

Market Leadership

HIGH

Aggressive acquisition to dominate AI infrastructure

Full AI StackGPU ComputeEdge AI+1

Developer Platform

MEDIUM

Build the best developer experience for cloud-native applications

Developer ToolsAPI ManagementObservability+1
Select Targets
Choose acquisition targets to include in portfolio
E2B.devHIGH

AI Code Sandbox Platform

$350M+$225M synergy
Modal LabsHIGH

GPU Serverless Platform

$800M+$350M synergy
Fly.ioHIGH

Global Edge VM Platform

$350M+$200M synergy
LangChainMODERATE

AI Orchestration Framework

$950M+$400M synergy
LlamaIndexMODERATE

RAG Framework for LLMs

$150M+$80M synergy
WasmerMODERATE

WebAssembly Runtime

$25M+$20M synergy
100%
$3.2B
15%

Minimum required return for GO recommendation. Current portfolio ROI: 44.3%

Portfolio Summary
Combined metrics for 1 selected target

Total Cost

$350M

Synergistic Value

$505M

Value Creation

$155M

Combined ARR

$8M

Budget Utilization11%
$350M used$2.9B remaining
Budget Status

Within budget

Integration Risk

LOW

Synergy Value

+$225M

Capabilities Acquired

AI AgentsCode ExecutionDeveloper Platform
Investment Recommendation

Decision

GO

Overall Score

90/100

Confidence

HIGH

Recommend proceeding with acquisition of E2B.dev. All key criteria met with strong value creation potential and manageable risk profile.

Value Creation30% weight

Good value creation of 44% ($155M created)

75/100
Budget Compliance20% weight

11% budget utilized ($2.9B remaining for contingencies)

100/100
Risk-Adjusted Returns20% weight

ROI of 44% exceeds 15% hurdle rate with comfortable margin

85/100
Integration Feasibility15% weight

No high-risk integrations, 1 target(s) manageable in parallel

100/100
Strategic Fit15% weight

1 of 1 targets have HIGH strategic fit - strong alignment with F5 vision

100/100
Recommendation Settings
Customize GO/NO GO decision thresholds and factor weights
75/100

Scores ≥ 75 recommend proceeding with acquisition

60/100

Scores ≥ 60 and < 75 require additional conditions

40/100

Scores ≥ 40 and < 60 require further review

Decision Matrix

Score ≥ 75GO
Score 60 - 74CONDITIONAL GO
Score 40 - 59REVIEW
Score < 40NO GO
Portfolio Valuation Breakdown
E2B.dev$0M$150M$300M$450M$600M
  • Acquisition Cost
  • Synergistic Value
Strategic Capability Coverage
AI/MLEdgeSecurityDeveloperEnterprise0255075100
Selected Companies Information
Detailed metrics for 1 selected target

E2B.dev

AI Code Sandbox Platform

HIGH FitLOW Risk
ARR
$8M
Acquisition Cost
$350M
Synergy Value
+$225M
Time to Value
6-12 months
Standalone DCF
$280M
Synergistic DCF
$505M
Value Creation
+$155M
Capabilities Acquired
AI AgentsCode ExecutionDeveloper Platform
Valuation Breakdown
Standalone Value$280M
Synergy Uplift+$225M
Total Synergistic Value: $505M
Portfolio Detailed Breakdown
TargetARRStandalone DCFSynergy ValueSynergistic DCFAcquisition CostValue CreationIntegration Risk
E2B.dev
$8M$280M+$225M$505M$350M+$155MLOW
TOTAL$8M$280M+$225M$505M$350M+$155MLOW
Integration Timeline
Gantt chart showing integration phases and dependencies for selected targets
Integration Timeline: E2B.dev
Due DiligenceLegal & RegulatoryTechnical IntegrationOperationalGo-to-MarketSynergy Capture

Key Milestones

Week 0Deal Signed
Week 6Deal Close
Week 21First Integrated Product
Week 45Integration Complete
Phase
M0
M1
M2
M3
M4
M5
M6
M7
M8
M9
M10
M11
M12
M13
M14
M15
M16
M17
M18
M19
Due Diligence
Due Diligence
Legal & Regulatory
Definitive Agreement
Regulatory Approval
Operational
Day 1 Readiness
Technical Integration
Technical Integration
Product Integration
Go-to-Market
Sales Integration
Synergy Capture
Synergy Capture - Revenue
Synergy Capture - Cost
Full Integration Complete
Milestone
High Risk
Dependency
Impact on F5 Networks

Pro Forma Revenue

$2.8B

+0.3%

Cash Remaining

$850M

Debt Required

$0M

Deal Size / Market Cap

2.3%

Value Creation / Cost

44%