The institutional valuation platform
Your analyst does the thinking.
The platform does the math.
The valuation platform your firm runs itself — cap table to signed report, built for any standard, currency, and jurisdiction. Or have our credentialed analysts run it for you.
One platform. Every report your auditor will accept.
From the cap table to ASC 820 fair value, every standard runs on one engine — multiple methods, OPM allocation, and DLOM, defensible end to end.
Simple Process, Powerful Results.
Whether you're a firm managing multiple clients or a company seeking your own valuation — we've got you covered.
Path A
Run it yourself
Valuation firms, funds & advisory teams
Step 01
Book a demo
See the platform run on a representative engagement.
Step 02
License & onboard
Per-seat access, Cloud SaaS or on-prem, your branding.
Step 03
Run engagements
Cap table to signed report — every method, one workspace.
Step 04
Ship audit-ready reports
Audit-defensible, methodology-cited, board-ready.
Path B
Have us run it
Companies, CPAs/CAs & one-off engagements
Step 01
Submit an inquiry
Tell us about the engagement in one quick form.
Step 02
Our analysts take it on
A credentialed analyst scopes and runs it on the platform.
Step 03
Review the workpapers
Full methodology trail and assumptions, open for review.
Step 04
Get audit-ready reports
Audit-defensible, ready for the board and the auditor.
The division of labor
Your analyst does the thinking. The platform does the math.
Every valuation has a judgment layer and a math layer. We draw a hard line between them — so the thinking stays yours, and the computation stays consistent, reproducible, and defensible.
Analyst-controlled
You bring the judgment
Assumptions & inputs
Projections, discount rates, company stage, and marketability horizon.
Method selection & weights
Which of the five methods apply, and how much each one counts.
The comparable set
The guideline companies and transactions your firm stands behind.
Narrative & commentary
The story of the business, written in your firm's voice.
Presentation
Section order, what to show, and what to leave out.
The override call
Adjust a derived value when judgment demands it — with a reason on the record.
Engine-derived
The platform does the math
Allocation
Black-Scholes OPM with breakpoints, plus CVM and CSE waterfalls.
DLOM
Chaffe, Finnerty, Geometric & restricted-stock — per class via Merton elasticity.
Hybrid weighting
Your weights resolved into one concluded equity value.
Per-class fair value
The number that goes on the front of the report.
The deliverable
A pixel-perfect report rendered straight from the engagement data.
The audit trail
Every input, override, and result — logged and traceable.
This boundary isn't a convention — it's enforced. Engine-derived figures can't be silently changed; an override is only ever recorded with a documented reason.
Platform capabilities
Powerful Tools,
One Platform
Preferred share structures
Rights & Preferences
Document and model liquidation preferences, anti-dilution provisions, participation rights, and voting rights per preferred series — structured for investor-grade transparency.
Engine specs that speak auditor.
Hybrid engines, institutional DLOM, and audit-ready cap-table exports — built into the workflow, not bolted on.
Hybrid Method Selection
Blend Backsolve, GPC, GTM, and Post-Money with custom percentage weighting. The engine reconciles conflicting signals into a single defensible enterprise value.
Hybrid Allocation
Multi-model equity allocation
Allocate value across equity classes with OPM, CVM, or CSE — blended via percentage weights.
DLOM Engine
Discount for lack of marketability
Capitalization Export Suite
Audit-ready report formats — PDF · Excel · JSON
Summary Cap Table
Board-level ownership overview
Intermediate Cap Table
Share-class breakdown
Detailed Cap Table
Granular shareholder data
Rights & Preferences
Liquidation & voting rights
Built for the firms that produce valuations — and the audits that test them.
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Valuation methods
DCF · GPC · GTM · Backsolve · Post-Money, hybrid-weighted
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Allocation engines
OPM · CVM · CSE, blended to one conclusion
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DLOM methodologies
Chaffe · Finnerty · Geometric · restricted-stock
Audit-defensible by construction
A finalization-gated workflow, field-level audit trail, and auto-generated methodology document — defensible by default, not by effort.
Institutionally rigorous
Built on the AICPA Practice Aid from first principles — every assumption structured, overridable, and reproducible to the cent.
Run it your way
License the platform and run engagements in-house — Cloud SaaS or on-prem — or have our credentialed analysts run them for you.
Built for the firms, funds, and teams behind every valuation.
Run the platform in-house or have us run it — from valuation firms and funds to CFOs, CPAs, and CAs, wherever in the world they operate.
Valuation & Advisory Firms
- Multi-engagement consistency
- Firm-branded reports
- Per-seat — Cloud or on-prem
Big-4 & Mid-Tier Advisory
- Standardize across engagements
- Reviewer & partner workflow
- Methodology audit on every file
Venture Capital & PE
- Portfolio fair value
- Quarterly ASC 820 / IPEV
- Fund-level rollups
Corporate Finance & CFOs
- Fundraise, IPO & M&A prep
- ESOP / ASC 718
- Cap-table source of truth
CPAs, CAs & Audit Firms
- 409A & fair value engagements
- Client-ready deliverables
- Defensible review reference
Companies — Startups to Pre-IPO
Cloud SaaS or on-premisePer-seatBuilt for global use
Data & connectivity
Plugged into the data your firm already trusts.
Institutional market data in, audit-ready reports out, and enterprise identity around it — designed to slot into the spreadsheet, reporting, and access workflows your team already runs.
Institutional market data
S&P Capital IQ for comparables, transaction multiples, betas, and volatility — supported by Yahoo Finance and Financial Modeling Prep.
Bring your own data
Upload comparables and financial statements by Excel. The engine works with the numbers your firm already trusts — nothing locked in.
Audit-ready outputs
Export the full report and every supporting schedule to PDF and Excel, including a methodology-audit document for the reviewer.
Enterprise identity & deployment
Enterprise SSO (Azure AD), role-based access, and MFA — running as Cloud SaaS or fully on-premise inside your own network.
FAQ
What evaluators ask first.
The questions a valuation firm, fund, or audit team raises before the first call — answered straight, with a link to the detail.
The firms and teams that produce valuations: valuation & advisory firms, Big-4 and mid-tier practices, VC/PE and growth funds, corporate finance and CFOs, audit firms, and CPAs and CAs. It fits both the teams that want to run valuations themselves and those that would rather have them run.
See who it's forEither. License the platform and run it yourself — Cloud SaaS or on-premise, per seat — with your analyst doing the thinking and the platform doing the math. Or have our credentialed analysts run the engagement end to end as a managed service. Same engine, same audit-ready output, your choice of path.
Explore the platform409A, ASC 820, ASC 718, and IPEV / Indicated Value for any jurisdiction. The analytical engine is standard-agnostic — the same methods, allocation, and DLOM run underneath, and only the reporting wrapper changes by standard. Multi-currency and multi-entity throughout.
Methods & standardsFive valuation methods — DCF, GPC, GTM, OPM Backsolve, and Post-Money — hybrid-weighted into one concluded equity value, allocated across the cap table by three engines (OPM, CVM, CSE), then discounted with four DLOM models (Chaffe, Finnerty, Geometric, and restricted-stock), applied company-wide or per share class via Merton-elasticity volatility. Built from first principles on the AICPA Practice Aid.
See the methodologyInstitutional sources — S&P Capital IQ for comparables, transaction multiples, betas, and volatility, supported by Yahoo Finance and Financial Modeling Prep. Analysts can also upload their own comparables and financials by Excel, so the engine works with the data your firm already trusts.
Market data engineZero-trust architecture with AES-256 encryption in transit and at rest, enterprise SSO (Azure AD), role-based access, MFA, and tenant-isolated engagement data. Run it as Cloud SaaS, or deploy fully on-premise inside your own network so no client data ever leaves your perimeter.
Security & deploymentEvery assumption, weight, and override is logged with a timestamp and a reason, finalization is gated and irreversible by design, and the platform auto-generates a methodology-audit document alongside the report. It's built to satisfy the reviewer, not just produce a number.
Reporting & auditThe platform is licensed per seat, as Cloud SaaS or on-premise. Managed engagements — where our analysts run the work for you — are scoped and priced per engagement. There's no per-report metering on the platform license.
See pricingReady to see the platform?
Book a 30-minute walkthrough. See an engagement run end to end — cap table to signed report — and we'll scope a pilot or a managed engagement for your team.