Define the decision
Confirm the valuation date, interest, purpose, intended users, premise and required work product.
Valuation service
Portfolio valuations
Consistent valuation workflows across multiple holdings, periods and decision-makers.
What the engagement can address
A scope designed around use, evidence and reliance.
WorthPrism can structure repeatable evidence, assumptions, calculations, review states and period-over-period change analysis.
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
Organize evidence
AI-assisted workflows structure source material, surface gaps and preserve links back to the underlying record.
Analyze and reconcile
Deterministic calculations support applicable methods, scenarios and sensitivity analysis; they remain inspectable.
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.