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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 1–3 of 3 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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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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