Your analyst does the thinking.
The platform does the math.
The institutional valuation platform your firm runs itself — cap table to signed report, no spreadsheets. 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.
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 · Longstaff · 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 across the US and worldwide.
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
Ready 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.