WorthPrismScope a valuation

How it works

Faster evidence work. Inspectable analysis. Human accountability.

WorthPrism uses AI where it can reduce preparation time and improve traceability. Professional judgment remains with the qualified people responsible for the engagement.

01

Scope the decision

We confirm purpose, intended users, valuation date, entity structure, deliverable, professional requirements and information readiness.

02

Organize the evidence

AI-assisted workflows classify documents, extract financial facts, reconcile periods and surface missing or inconsistent information.

03

Normalize & research

Potential adjustments, operating risks, market observations and comparable candidates are linked to their source evidence for review.

04

Run the models

Deterministic financial engines calculate the applicable income, market, transaction, asset and capital-allocation scenarios.

05

Apply professional judgment

The assigned professional reviews material inputs, selects methods, approves adjustments, challenges assumptions and reconciles the evidence.

06

Deliver the decision record

You receive the report, assumptions, sensitivities, source trail and a review discussion—not an unexplained number.

Clear division of responsibility

Automation assists the work. It does not sign the conclusion.

Work areaAI-assisted workflowProfessional responsibility
Workstream 1Classify documents and propose account mappingsConfirm purpose, intended users and engagement scope
Workstream 2Extract facts and flag conflicting informationEvaluate whether the information is sufficient and reliable
Workstream 3Suggest normalization adjustments with source linksApprove, reject or revise every material adjustment
Workstream 4Identify market observations and comparable candidatesSelect and assess the evidence used in the conclusion
Workstream 5Generate scenarios and draft explanationsSelect methods, challenge assumptions and reconcile results
Workstream 6Run consistency, citation and contradiction checksApprove the report and accept responsibility for the final deliverable

Delivery target

Decision-ready work in 3 business days for qualifying scopes.

Timing begins after the engagement is signed and the required information is received. Complex, multi-entity, regulated, dispute or specialist assignments may require a different timetable.

Necessary storage keeps this preference. Optional analytics helps measure aggregate page use and performance. It is off until you opt in and can be turned off again at any time.