WorthPrismScope a valuation

Purpose-specific valuation services

One evidence-led workflow. Built around the decision you need to make.

WorthPrism combines AI-assisted evidence preparation with deterministic financial analysis and accountable professional review. Scope, standards, intended users and reliance are defined for each engagement.

01

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 service
02

M&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 service
03

409A & 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 service
04

Financial 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 service
05

Tax & 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 service
06

Portfolio 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 service
07

Partner 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 service
08

Litigation & 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 service
09

Intangible 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 service
10

Complex 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 service

Not sure which scope fits?

Start with the decision, not the package.

Tell us the intended use, users, valuation date, ownership interest and deadline. The engagement letter should identify the appropriate work product, professional responsibility and permitted reliance before work begins.

Create an engagement brief

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