A range with a record
See the methods, weights, assumptions, sources and enterprise-to-equity bridge behind the conclusion.
AI-native workflow · Human professional accountability
AI-native business valuations. Expert-reviewed in 3 business days.
For qualifying flagship engagements after signed scope and complete usable inputs. AI-assisted analysis pairs with ABV, ASA and CVA credentialed professionals and CFA charterholders; credentials vary by engagement. Packages start at $3,500.
From $3,500fixed fee for eligible scope
$6,000 flagship3-business-day target after complete inputs
50 / 50milestone billing
Illustrative case
OrbitDesk Cloud · Evidence and review
Valuation record
- Source documents organized24 / 24
- Financial periods reconciled4 / 4
- Normalization adjustments11 reviewed
- Professional review flags2 open
Current reviewed range$28.5m–$34.0mIllustrative enterprise value · not client work
Evidence-linkedHuman approval required
Not a black-box calculator
Faster analysis should make the reasoning more visible.
WorthPrism uses AI-assisted workflows to organize evidence, surface questions and accelerate drafting. Valuation professionals still determine the scope, methods, assumptions, reconciliation and final professional deliverable.
Questions before surprises
Conflicting data, concentration, forecast risk and unusual adjustments are elevated for professional review.
Decisions, not a PDF handoff
Explore scenarios, interrogate approved evidence and leave with a report that explains what moves value.
WorthPrism decision room
Every conclusion should show its evidence.
An illustrative walkthrough of the source trail, calculation record, professional review and question-answering experience you receive in an engagement.
Professional review complete
Illustrative enterprise-value range$28.5m–$34.0mDownsideBase $31.4mUpside
Ask this valuation
Answers stay tied to the approved record.
Example response
This example includes $420,000 of approved non-recurring implementation costs and $180,000 of above-market owner compensation. Both adjustments remain visible in the normalization ledger.
FY26 P&L · implementation expensePayroll schedule · executive compensationReviewer note R-14
Purpose-specific services
One intelligent workflow. Multiple valuation decisions.
WorthPrism does not force every assignment into one generic report. Purpose, users, standards, professional staffing and report form are defined for the actual decision.
Fundraising & investor discussions
A clear valuation narrative for capital conversations, boards and existing shareholders.
Scope can include forecast review, capital structure, scenario analysis, market evidence and investor-facing explanation.Explore this serviceM&A & transaction valuations
Decision support for acquisitions, disposals, combinations and transaction planning.
Assignments may include income, market and transaction approaches, normalization analysis and scenario reconciliation.Explore this service409A & equity compensation
Purpose-specific private-company equity analysis through an appropriately staffed specialist engagement.
Scope, reviewer, qualifications, standards, timing and reliance language are confirmed before the engagement begins.Explore this serviceFinancial reporting
Valuation analysis for reporting-related decisions and complex financial instruments.
The intended accounting use, applicable framework, management responsibilities and auditor interaction are scoped explicitly.Explore this serviceTax & shareholder planning
Purpose-specific valuation work for ownership, succession and shareholder decisions.
Tax-related assignments are accepted through a separately defined engagement with the required professional expertise.Explore this servicePortfolio valuations
Consistent valuation workflows across multiple holdings, periods and decision-makers.
WorthPrism can structure repeatable evidence, assumptions, calculations, review states and period-over-period change analysis.Explore this servicePartner buyouts & succession
Transparent analysis for ownership transitions, buy-sell discussions and succession planning.
Reports can distinguish enterprise value, equity value, ownership interest and the assumptions relevant to the specific decision.Explore this serviceLitigation & dispute support
Specialist-scoped valuation analysis for disputes and other high-scrutiny situations.
Expert role, jurisdiction, intended users, evidentiary requirements and report form are agreed before acceptance.Explore this serviceIntangible assets
Analysis of brands, technology, customer relationships and other identifiable intangible assets.
The selected relief-from-royalty, excess-earnings, cost or other approach depends on purpose and available evidence.Explore this serviceComplex capital structures
Scenario and allocation analysis for multiple share classes, preferences and contingent outcomes.
Assignments can incorporate waterfall, probability-weighted, option-pricing and other purpose-appropriate frameworks.Explore this serviceHow the work moves
AI accelerates the workflow. Professionals own the judgment.
AI does not independently approve material financial adjustments, select final methods or weights, determine permitted reliance, or issue a professional conclusion.
Scope the decision
We confirm purpose, intended users, valuation date, entity structure, deliverable, professional requirements and information readiness.
Organize the evidence
AI-assisted workflows classify documents, extract financial facts, reconcile periods and surface missing or inconsistent information.
Normalize & research
Potential adjustments, operating risks, market observations and comparable candidates are linked to their source evidence for review.
Run the models
Deterministic financial engines calculate the applicable income, market, transaction, asset and capital-allocation scenarios.
Apply professional judgment
The assigned professional reviews material inputs, selects methods, approves adjustments, challenges assumptions and reconciles the evidence.
Deliver the decision record
You receive the report, assumptions, sensitivities, source trail and a review discussion—not an unexplained number.
| AI-assisted workflow | Valuation professional |
|---|---|
| Classify documents and propose account mappings | Confirm purpose, intended users and engagement scope |
| Extract facts and flag conflicting information | Evaluate whether the information is sufficient and reliable |
| Suggest normalization adjustments with source links | Approve, reject or revise every material adjustment |
| Identify market observations and comparable candidates | Select and assess the evidence used in the conclusion |
| Generate scenarios and draft explanations | Select methods, challenge assumptions and reconcile results |
| Run consistency, citation and contradiction checks | Approve the report and accept responsibility for the final deliverable |
Inside the deliverable
More than a report. A complete valuation record.
Every artifact is designed to show what was provided, what was adjusted, what was assumed, what was calculated and what the assigned professional approved.
Executive conclusion
The valuation range, effective date, ownership interest, intended use, key assumptions and principal limitations in one decision-ready view.
Normalization ledger
Every proposed adjustment, source, status, rationale and professional decision remains visible instead of disappearing into a spreadsheet.
Evidence & market record
The financial facts, market observations, comparable candidates and inclusion or exclusion logic behind the analysis.
Valuation models
Applicable income, market, transaction, asset and capital-allocation calculations with method-specific assumptions.
Scenarios & sensitivities
Base, downside and upside cases showing how growth, margin, risk, multiples, discount rates and capital structure move value.
Review & decision trail
Approved assumptions, outstanding limitations, method reconciliation, professional responsibility and report version history.
Methodology
Recognized approaches inside a modern evidence system.
The appropriate approach depends on purpose, standard of value, company maturity, capital structure and the quality of available evidence. Final selection and reconciliation remain professional judgments.
Discounted cash flow
Forecast cash flows, risk, discount rate, terminal assumptions and scenario sensitivity.
Capitalization of earnings
Maintainable earnings, normalization and a risk-adjusted capitalization rate.
Guideline public companies
Operating comparability, observed trading multiples and company-specific adjustments.
Precedent transactions
Relevant deal evidence, timing, transaction context and comparability.
Asset-based approaches
Underlying assets and liabilities where an asset perspective is relevant.
Equity allocation
Waterfalls, option-pricing, probability-weighted outcomes and complex security rights.
Original sample reports
Inspect the analysis before you engage.
Every company, fact and number is synthetic. The samples demonstrate report structure and analytical communication—not client work or a benchmark.
Illustrative · Synthetic dataOrbitDesk Cloud, Inc.B2B SaaS
Illustrative minority financing
OrbitDesk Cloud, Inc.
$28.5m–$34.0mA workflow platform with durable recurring revenue, improving retention and a deliberate shift from founder-led sales to a repeatable enterprise motion.
Open full sampleIllustrative · Synthetic dataHarborWorks Components LLCSpecialty manufacturing
Illustrative succession planning
HarborWorks Components LLC
$13.8m–$17.2mA precision components manufacturer with defensible certifications, embedded customer programs and an opportunity to reduce concentration through a new end market.
Open full sampleIllustrative · Synthetic dataRelayMint Payments, Inc.Fintech infrastructure
Illustrative strategic review
RelayMint Payments, Inc.
$32.0m–$39.5mAn API-led payments platform serving vertical software companies, with expanding transaction volume and a developing fraud and compliance moat.
Open full sampleTransparent starting scope
Choose the depth the decision requires.
AI-native execution improves speed and consistency without reducing professional review to a rubber stamp.
Essential
$3,500
fixed fee for eligible scopeA focused, AI-assisted and professionally reviewed analysis for planning-stage decisions.
Target: 4 business days after complete inputs- Guided, purpose-specific information request
- AI-assisted evidence organization and financial review
- One entity and one primary operating segment
- Income and/or market approach, as appropriate
- Source-linked assumption summary
- Professional review and one draft discussion
- 50% at kickoff, 50% before final delivery
Investor-Ready
$6,000
fixed fee for eligible scopeThe flagship multi-method valuation record for capital, ownership and strategic decisions.
Target: 3 business days after complete inputs- AI-assisted extraction, reconciliation and issue identification
- Business, market and competitive context
- Normalized historical financial analysis
- Forecast and value-driver challenge
- DCF and market methods, where appropriate
- Scenario, sensitivity and enterprise-to-equity bridge
- Source-linked report plus draft meeting and Q&A
- Named professional review responsibility
- 50% at kickoff, 50% before final delivery
Transaction+
From $12,000
scoped after purpose and fit reviewDeeper evidence, scenarios and specialist staffing for complex or purpose-specific work.
Target: 5+ business days after complete inputs- Expanded diligence and management interviews
- Complex capital-structure and scenario modeling
- Deeper comparable-company and transaction work
- Purpose-specific methods, report form and staffing
- Board, investor or decision-maker presentation materials
- Visible review trail and two review meetings
- 9 business days of post-delivery Q&A support
Scope before certainty. Eligibility, intended use, professional staffing, final scope, timing, reliance and fees are confirmed in the engagement letter. Displayed packages are starting frameworks, not a universal offer.
Professional team
Technology makes the process faster. Accountability remains human.
The WorthPrism team includes professionals holding business-valuation credentials, including ABV, ASA and CVA designations, as well as CFA charterholders. Credentials vary by professional and engagement; the professional responsible for the report is identified before work begins.
Accredited in Business Valuation
The AICPA valuation designation. Purpose, standard and premise of value, approach selection, normalization and reconciliation under the Statement on Standards for Valuation Services.
Accredited Senior Appraiser
The American Society of Appraisers designation. Appraisal discipline conformant with USPAP, including control and marketability considerations and gift, estate and ESOP purposes.
Certified Valuation Analyst
The NACVA designation. Closely-held and owner-operated company economics, normalization of owner compensation and related-party items, under NACVA professional standards.
Investment analysis
Cash-flow analysis, capital markets, risk, return, comparables and investment decision context.
Each engagement should identify the assigned people, roles, relevant credential issuers and jurisdictions, review responsibility, intended use and applicable standards. WorthPrism does not imply that every credential holder reviews every report.
Trust by design
An AI-native workflow still needs a visible chain of responsibility.
This public website is browser-based and accepts no document upload, so nothing sensitive is exposed before you engage us. Client documents are exchanged under the signed engagement, where provider disclosures, access controls, retention, deletion and security terms are defined for your matter.
Source-linkedMaterial facts, adjustments and narrative are connected to evidence or an approved calculation.
Deterministic calculationsAuthoritative financial mathematics runs in versioned software—not in free-form model text.
Visible reviewMaterial assumptions and overrides retain reviewer identity, status and rationale.
Purpose-specificScope, intended users, methods, report form and professional requirements follow the actual decision.
Data-consciousThis public website requests no document upload or personal contact data. Client documents are exchanged only under a signed engagement.
Human accountableAI supports the work; the assigned professional owns the final professional deliverable.
Questions, answered plainly
Before you rely on the work.
No. It evaluates whether common evidence is ready for a valuation engagement. It does not calculate business value, use market evidence or create a valuation opinion.
AI-assisted tools can organize documents, extract and map facts, identify inconsistencies, propose questions, support research and draft source-linked explanations. Deterministic software performs authoritative calculations, and professionals remain responsible for material valuation judgments.
The WorthPrism team includes professionals holding business-valuation credentials, including ABV, ASA and CVA designations, as well as CFA charterholders. The professional assigned to an engagement, their role, credentials and review responsibility are identified before work begins.
No. For a professionally reviewed engagement, the assigned professional evaluates material information, selects and applies methods, reviews adjustments and assumptions, reconciles the evidence and accepts responsibility for the final deliverable.
Requirements depend on purpose. Common inputs include three years of financial statements, current year-to-date results, forecasts, debt and cash, ownership and security rights, customer and product concentration, operating metrics and management context.
The target begins after the engagement is accepted, scope and professional staffing are confirmed, the kickoff payment is received and complete usable information is available. Missing or changing information can extend the timetable.
WorthPrism presents service lines for fundraising, M&A, equity compensation, financial reporting, tax and shareholder planning, portfolios, buyouts, disputes, intangible assets and complex capital structures. Availability, methods, credentials, standards, intended users and report form are confirmed for the specific engagement.
The methods depend on purpose, standard and premise of value, company maturity, capital structure and evidence quality. Work may use discounted cash flow, capitalization of earnings, public-company multiples, precedent transactions, asset approaches or equity-allocation methods, followed by professional reconciliation.
No. The public readiness scan and engagement brief run in your browser. This website currently has no document-upload, contact-submission, payment or client-portal endpoint. A commercial engagement requires a separately agreed information workflow.
No. Every sample company, fact, source reference and number is fictional and synthetic. The examples demonstrate structure and communication, not completed client work, market evidence or a benchmark for another company.
Start with readiness
Find the information gaps before they slow the engagement.
This short assessment evaluates evidence readiness. It does not calculate a business value or transmit your selections.
Your result will explain readiness—not invent a value.
Complete the five evidence questions to see the gaps most likely to slow or weaken a valuation engagement.
Purpose-specific scope
Create an engagement brief without a sales form.
Purpose comes before method.
The generated brief will capture the decision, sector, scale, timing and likely scope without pretending that every engagement is the same.