The Platform
Your analyst does the thinking. The platform does the math.
Zimbs Valetex is an institutional-grade valuation platform that runs the full engagement end to end — from cap table to signed report — across 409A, ASC 820, ASC 718, and international standards. Run it in-house, or have our credentialed analysts run it for you.
Built on the AICPA Practice AidReviewed by the Zimbs Valetex valuation teamEvery assumption auditable & reproducible
One controlled workflow, cap table to signed report
A finalization-gated state machine — no spreadsheets, no re-keying, every step a persisted, queryable, audit-loggable entity.
Everything an engagement needs, in one system of record
The analytical engine
Valuation methods (DCF, GPC, GTM, OPM Backsolve, Post-Money), hybrid-weighted into one indicated equity value, then allocated via OPM, CVM, and CSE with DLOM models.
Learn moreCap-table engine
The structural backbone: multi-series preferred, liquidation seniority, participation caps, anti-dilution, dividends, options, warrants, RSUs, SAFEs, and LLC member units — point-in-time versioned, with Excel/JSON import-export.
Learn moreFinancial statements
Income statement and balance sheet with normalization — driving the DCF and feeding the GPC/GTM multiples, across multiple periods and currencies.
Hybrid weighting
Assign percentage weights across methods and across allocation engines; the platform computes a single Weighted Indicated Equity Value — persisted and reproducible to the cent.
Learn moreMarket-data integration
Live comparables, betas, multiples, volatilities, and macro data pulled in-product from S&P Capital IQ, Yahoo Finance, and FMP via the CapIQ Explorer — no manual screenshots or stale extracts.
Learn moreField-level audit trail
Every assumption, weight, and override logged with timestamp and reason. Finalization is irreversible by design, with soft-delete history.
Learn moreReporting & methodology audit
Branded, print-ready PDF with section-level overrides — plus the auto-generated Methodology Audit and Methods Totals documents for IRS, Big-4, and audit-committee submission.
Learn moreMulti-entity & multi-currency
Public, C-Corp, LLC, and international entities across currencies and jurisdictions — US 409A / ASC 820 / ASC 718, and Indicated Value reports for India and worldwide, from one platform.
Learn moreStructured, not spreadsheets
Every percentage, multiple, breakpoint, and DLOM selection is stored as queryable data — reproducible to the cent, with no hidden Excel tab.
See the full analytical depth on the methods & standards page.
Why it's different
The spreadsheet-and-Word status quo vs. the platform
| Dimension | Status quo | Zimbs Valetex platform |
|---|---|---|
| Methodology | Excel models, one per analyst | All AICPA / ASC 820 / 409A methods, applied consistently |
| Cap table | A separate spreadsheet, often stale | Structured, point-in-time-versioned source of truth |
| Comparable data | Manual Capital IQ pulls | Native CapIQ / Yahoo / FMP, pulled in-product |
| DLOM | A single hand-picked discount | Multiple models plus Merton per-class DLOM |
| Sensitivities | Optional, hand-built | Auto-generated 2-D grid on every conclusion |
| Audit trail | Email threads and Word redlines | Field-level log plus a signed methodology audit |
| Reproducibility | Trust the analyst's tab | Every input structured; re-derivable to the cent |
| Scale | Bottlenecked by senior reviewer time | Throughput-limited by analyst time, not reviewers |
Run it yourself, or have us run it
The same audit-defensible result either way.
For valuation firms, funds & advisory teams
License the platform
- Per-seat, Cloud or on-prem
- Your branding on every report
- Run unlimited engagements in-house
For companies, CPAs/CAs & one-off needs
Managed engagements
- Our credentialed analysts run it
- Full methodology trail, open for review
- Audit-ready deliverables
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.
- Enterprise SSO (Azure AD federated identity)
- Role- and permission-based access control
- Tenant-isolated engagement data
- Reporting-type isolation (409A / ASC 820 / 718)
- AES-256 encryption at rest and in transit
- Real-time progress notifications
- Comprehensive audit log with soft-delete history
Frequently asked questions
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.
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.
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.
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.
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.