Raise capital
Explain value, growth assumptions and the bridge between today’s performance and tomorrow’s plan.
Independent business valuation · US-focused
A clearer view of business value—for the decisions that change companies.
WorthPrism turns financial performance, market evidence and human judgment into a valuation story that founders, investors and decision-makers can actually use.
From $3,500transparent starting fees
10 business daysflagship target after complete inputs
50 / 50milestone billing
Illustrative analysis
Reconciled enterprise value
$31.2m
$28.5m$34.0m
Methods reconciledFictional example
Built for consequential moments
Not a black-box number. A defensible point of view.
Use a valuation to frame a capital raise, evaluate an offer, plan an ownership transition, align partners or understand the levers that matter most.
Buy or sell
Ground negotiations in normalized economics, market evidence and explicit scenario ranges.
Plan ownership
Create a common analytical frame for succession, partner discussions and long-term strategy.
Make board decisions
Translate operating choices into value drivers, downside cases and measurable priorities.
Start with curiosity
See how growth, quality and capital structure can change an indicative range.
The model is intentionally explainable, bounded and private. It is a learning tool—not a substitute for professional analysis.
Indicative equity-value range$16M–$22MTurn this into an engagement brief
Illustrative midpoint $19M, using reconciled 54% revenue / 46% EBITDA evidence.
- Above-baseline growth supports the range
- Recurring revenue improves visibility
- Customer concentration is within the model’s neutral band
Not a valuation opinion. This simplified model omits material facts and market evidence. It is educational only.
Inside the deliverable
A report that shows its work.
Every conclusion should be traceable to a fact, assumption or market reference. The report connects narrative, numbers and uncertainty.
Value at a glance
A concise conclusion, range, purpose, valuation date, key assumptions and the factors most likely to move value.
Business model & value drivers
A clear view of revenue mechanics, customers, unit economics, concentration, recurring income and operating dependencies.
Market & competitor context
Market size, demand signals, sector dynamics and a grounded comparison with relevant public or transaction evidence.
Normalized financial performance
Historical trends, one-time items, owner adjustments, margins, working capital and the earnings base used in the analysis.
Forecasts & scenarios
Transparent operating assumptions, downside and upside cases, and the specific inputs behind each modeled outcome.
Valuation range & sensitivities
Reconciled income and market approaches, enterprise-to-equity bridge, method weighting and sensitivity tables.
Original sample reports
Review the depth before you choose.
These detailed, print-ready examples use synthetic data and fictional companies. No client information or copied report content is used.
Illustrative reportOrbitDesk 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 sampleIllustrative reportHarborWorks 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 sampleIllustrative reportRelayMint 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 sampleMethod before mythology
Multiple lenses. One reconciled conclusion.
No single formula captures a business. The right approach considers cash flow, observable market evidence, asset economics and the purpose of the analysis.
- Income approachValues expected cash flow with explicit risk and growth assumptions.
- Market approachCompares relevant public companies and transactions with careful adjustments.
- ReconciliationWeights the evidence, explains conflicts and shows sensitivity instead of false precision.
A transparent engagement
01
Fit & scope
Purpose, users, entity and information readiness.
02
Kickoff & request
50% milestone and a tailored information list.
03
Analysis
Financial normalization, research and modeling.
04
Draft review
Walk through methods, assumptions and questions.
05
Final & support
Final report after the remaining milestone.
Transparent starting scope
Choose the depth your decision deserves.
Displayed pricing is an original launch framework. Final scope, reliance, eligibility and fees must be confirmed in an engagement letter.
Essential
A concise, analyst-guided view for planning-stage decisions.
$3,500fixed fee for eligible scope- One entity and one primary operating segment
- Financial normalization review
- Income and/or market approach, as appropriate
- Concise valuation memorandum
- One draft review call
- 50% at kickoff, 50% before final delivery
Investor-Ready
The flagship, decision-ready report for capital and ownership events.
$6,000fixed fee for eligible scope- Business, market and competitive context
- Normalized historical financial analysis
- Forecast and value-driver review
- DCF and market methods, where appropriate
- Sensitivity analysis and valuation bridge
- Draft meeting plus seven days of Q&A support
- 50% at kickoff, 50% before final delivery
Transaction+
Deeper diligence and scenarios for complex transactions.
From $12,000scoped after fit review- Expanded diligence and management interviews
- Scenario and capital-structure modeling
- Deeper comparable-company and transaction work
- Board or investor presentation materials
- Two review meetings
- Thirty days of post-delivery Q&A support
Scope boundaries matter. Tax, 409A, litigation, fairness opinions, audit, legal advice and expert testimony are not included unless separately contracted with appropriately qualified professionals.
Designed for trust
Data handling should be as clear as the valuation.
This launch experience collects no financial or contact data. The estimator and brief run locally in the browser. A production document workflow should add authenticated uploads, role-based access, retention controls and an executed NDA or engagement letter.
Browser-only inputsNo estimator or brief values are transmitted.Honest demo statesNo false submission or confidentiality claims.Deliberate no-submit designBriefs can be copied or downloaded without creating an account.
Frequently asked
Know the limits as well as the promise.
Good valuation work starts by defining purpose, evidence, timetable and permitted use—before modeling begins.
No. It is an educational range based on a simplified multiple model. It does not consider every fact, is not reviewed by a credentialed analyst, and must not be used as a tax, legal, lending or transaction opinion.
The stated target begins after scope is agreed, the kickoff payment is received, and the complete information request is available. Missing or changing information can extend the timetable.
Typically three years of financial statements, current year-to-date results, a forecast, debt and cash details, ownership information, customer and product concentration, and a management discussion about operations and risks.
The appropriate methods depend on the company and purpose. The report may use discounted cash flow, guideline public-company multiples, precedent transactions, capitalization of earnings or an asset approach, then reconcile the evidence.
The displayed launch structure is 50% after scope confirmation and kickoff, with the remaining 50% due before final report delivery. Any final commercial terms belong in a signed engagement letter.
Not automatically. Those uses can require specific qualifications, procedures, reliance language and jurisdictional standards. They should be separately scoped with appropriately qualified professionals.
No. The estimator and engagement brief run in your browser. Inputs are not submitted to a server by this launch demo, and sensitive values are not sent to analytics. You can clear them at any time.
No. Every sample company, fact and number is fictional and created only to demonstrate report structure and presentation. They are not recommendations, benchmarks or evidence for another company.
A useful first conversation starts with context.
Your generated brief will summarize purpose, sector, scale, timing and likely package—without asking for personal contact details.