WorthPrismScope a valuation

Valuation service

Complex capital structures

Scenario and allocation analysis for multiple share classes, preferences and contingent outcomes.

What the engagement can address

A scope designed around use, evidence and reliance.

Assignments can incorporate waterfall, probability-weighted, option-pricing and other purpose-appropriate frameworks.

The precise methods, report form, standards and professional qualifications depend on the facts, jurisdiction and intended use. They are confirmed before the engagement begins.

How WorthPrism approaches the work

01

Define the decision

Confirm the valuation date, interest, purpose, intended users, premise and required work product.

02

Organize evidence

AI-assisted workflows structure source material, surface gaps and preserve links back to the underlying record.

03

Analyze and reconcile

Deterministic calculations support applicable methods, scenarios and sensitivity analysis; they remain inspectable.

04

Review and report

An assigned professional evaluates assumptions, exercises judgment and takes responsibility for the final work product.

Before work begins

Know exactly who is responsible and what the report supports.

The engagement letter should identify the assigned professionals, relevant credentials, scope, standards, intended users, permitted reliance, timing, fees, information responsibilities and important limitations.

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