The valuation engine
your firm actually owns.
Five methods · OPM·CVM·CSE allocation · four DLOM models — one engine, end to end. Cap table to signed report, every input structured, every conclusion reproducible to the cent.
The Workflow · 06 stages
Cap table to signed report. One controlled workflow.
A finalization-gated state machine — no spreadsheets, no re-keying, every step a persisted, queryable, audit-loggable entity. End-to-end, an engagement runs in roughly two hours of analyst time.
- 01Stage 01~ 15 min
Cap table (versioned)
Multi-series preferred, options, warrants, and convertible instruments (SAFEs, notes) — point-in-time snapshot for the valuation date.
OutputVersioned cap snapshot - 02Stage 02~ 20 min
Financial statements
Income statement, balance sheet, cash flow — normalized, multi-period, multi-currency.
OutputNormalized financials - 03Stage 03~ 60 min
Five valuation methods
DCF, GPC, GTM, OPM Backsolve, Post-Money — run independently with structured inputs.
Output5 indicated values - 04Stage 04~ 10 min
Hybrid weighting
Percentage weights across methods produce a single Weighted Indicated Equity Value.
OutputConcluded equity value - 05Stage 05~ 20 min
Allocation + DLOM
OPM · CVM · CSE allocate across the cap table; four DLOM models discount marketability.
OutputPer-share fair value - 06Stage 06~ 5 min
Signed report
Branded PDF + methodology audit + finalization lock — audit-defensible deliverable.
OutputAudit-ready PDF
The Capabilities
Nine modules. One engine.
Each module is a structured, queryable layer of the same engine — not a standalone tool. Switch modules below to see what each does.
The analytical engine
Five valuation methods (DCF, GPC, GTM, OPM Backsolve, Post-Money), hybrid-weighted into one indicated equity value, then allocated via OPM, CVM, and CSE with four DLOM models.
Why it's different
The spreadsheet status quo vs. the platform.
Eight dimensions where one system of record beats a stack of analyst tabs — and your reviewer sees every difference.
The Engagement Model
Run it yourself, or have us run it.
The same audit-defensible result either way. Pick the path that fits your team — and switch any time without losing methodology trail.
For valuation firms, funds & advisory teams
License the platform
Cloud SaaS or on-premise. Per-seat licensing. Run unlimited engagements under your own branding — with every input structured and re-derivable.
- Per-seat licensing — Cloud SaaS or on-prem
- Your branding on every signed report
- Unlimited engagements with one renewal
- Methodology releases pushed via versioned updates
- SSO, audit log, and tenant-isolated data
For companies, CPAs/CAs & one-off needs
Managed engagements
Our credentialed analysts run the engagement on the same platform. Full methodology trail, open for review. Audit-ready deliverables.
- Credentialed analysts run the full engagement
- Two-stage senior review before finalization
- Methodology audit document included with the PDF
- Direct line to the lead analyst on every question
- Same engine, same audit trail — different operator
Security & Deployment
Enterprise-grade, on your terms.
AES-256 encryption at rest and in transit, tenant-isolated engagement data, role- and permission-based access, and a comprehensive audit log.
Cloud SaaS
Fastest path. We host; your team logs in. Per-seat licensing, tenant-isolated data, continuous methodology and UI updates.
On-premise
No client data leaves your perimeter. Runs inside your network for full data sovereignty, with versioned methodology releases.
- 01Enterprise SSO (Azure AD federated identity)
- 02Role- and permission-based access control
- 03Tenant-isolated engagement data
- 04Reporting-type isolation (409A / ASC 820 / 718 / IV)
- 05AES-256 encryption at rest and in transit
- 06Real-time progress notifications
- 07Comprehensive audit log with soft-delete history
FAQ
Frequently asked questions.
01What is the Zimbs Valetex valuation platform?
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What is the Zimbs Valetex valuation platform?
Zimbs Valetex is an institutional-grade SaaS platform for private-company valuations. It runs the full engagement end to end — from cap-table ingestion through enterprise-value derivation, equity allocation, marketability discounting, and audit-ready report generation — across 409A, ASC 820, ASC 718, and international indicated-value reporting. Firms license it per seat and run it themselves, or have our credentialed analysts run engagements for them.
02Who is the platform for?
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Who is the platform for?
It is built for the firms and teams that produce valuations: independent valuation firms, Big-4 and mid-tier advisory practices, venture capital and private equity funds, corporate finance and CFO teams, and audit firms — as well as CPAs and chartered accountants (CAs) in the US and worldwide.
03Can we run the platform ourselves, or do you run it for us?
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Can we run the platform ourselves, or do you run it for us?
Both. You can license the platform per seat — Cloud SaaS or on-premise — and run engagements in-house with your own branding, or you can have our credentialed analysts run engagements for you on the same platform. The analytical result is identical either way.
04How is the platform deployed and secured?
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How is the platform deployed and secured?
The platform is available as multi-tenant Cloud SaaS or as an on-premise deployment inside your own network for full data sovereignty. It uses AES-256 encryption at rest and in transit, tenant-isolated engagement data, role- and permission-based access control, and a comprehensive audit log.
05Is the platform AI or a black box?
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Is the platform AI or a black box?
No. The platform is built on the AICPA Practice Aid from first principles. Every assumption is overridable and every input is structured data — not an opaque model — so any reviewer or examiner can re-derive the concluded value exactly.
See the platform on a real engagement.
Book a 30-minute walkthrough — cap table to signed report — and we'll scope a pilot or a managed engagement for your team.
No slide deck. Cap table to signed report.