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The Valuation Ledger

Technical insights, methodology deep dives, and audit preparation guides from our team of industry-leading valuation experts.

Showing 1–7 of 7 posts

Vintage scientific diagram of a precision put-option instrument with labeled callout pointers illustrating DLOM model inputs including volatility and time-to-liquidity parameters

IndustryProduct

Configuring Chaffe and Finnerty DLOM in Zimbs Valetex

A technical walkthrough of how valuation analysts configure Chaffe and Finnerty DLOM models in Zimbs Valetex, covering volatility inputs, time-to-liquidity settings, and how the platform eliminates the spreadsheet errors that plague manual DLOM work.

Jun 4, 2026 · 9 min read

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Deep navy precision scale balanced on cream paper surface with a small brass weight and a single purple accent cube, representing the backsolve equity allocation process in a valuation platform

IndustryProduct

Backsolve in Zimbs Valetex: What Is Happening Under the Hood

A technical walkthrough of how Zimbs Valetex executes the backsolve method, from Black-Scholes breakpoint construction through OPM waterfall allocation, and why that matters for audit defensibility.

Jun 1, 2026 · 10 min read

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Hand-drawn editorial illustration of a balance scale with stacked revenue multiples on one side and a small private company building on the other, rendered in terracotta and ochre watercolor washes on parchment

IndustryMethodology

SaaS Valuation Multiples: What Public Comps Tell You About Private Companies

Public SaaS multiples collapsed to a median of 3.3x EV/Revenue in Q1 2026, down from 6.2x at year-end 2024. Here is how to read that data, apply it to a private company, and avoid the most common translation errors.

May 21, 2026 · 9 min read

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Isometric editorial illustration of stacked geometric platforms at varying heights on a cream surface, representing diverging valuation tiers across private company stages in 2026

Industry

What Is Changing in Private Company Valuations in 2026

The received wisdom is that private company valuations are normalizing after the 2021 bubble. What the data actually says is more complicated: late-stage AI rounds are blowing past 2021 peaks while non-AI companies face a very different reality.

Apr 30, 2026 · 11 min read

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Layered brass rings of increasing size arranged on cream paper beside a fountain pen, representing the growing complexity of a company cap table from founders through Series C

IndustryProduct

From Founders' Shares to Series C: Cap Table Setup in Zimbs Valetex

A step-by-step walkthrough of how CPA firms and founders configure share classes, option plans, and preferred stock terms inside Zimbs Valetex, from day-one equity through a late-stage funding round.

Apr 29, 2026 · 11 min read

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Small precision brass weight beside a much larger industrial steel weight, illustrating focus versus scale in venture capital

Industry

Why Small VCs Sometimes Outperform Big VCs

Smaller venture funds quietly post some of the strongest returns in the asset class. Here's what the data shows, why it happens, and what LPs, founders, and emerging managers should take from it.

Apr 27, 2026 · 9 min read

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Worn leather-bound accounting ledger sitting beside a sleek modern slate, representing the move from spreadsheets to purpose-built valuation software

Industry

From Spreadsheets to Software: Modernizing Your Valuation Practice

Why leading CPA firms are replacing spreadsheets with purpose-built valuation platforms to deliver faster, audit-defensible 409A and ASC 820 reports.

Apr 16, 2026 · 10 min read

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