Investment Fund Analytics with Investment Valuation
Experience a streamlined process of Equity Allocation and Investment Fund analytics
Improving Decisions and Processes
Investment Valuation
Leverage a comprehensive Equity Allocation process and analytics
Import your Cap Tables and Investments and run the valuation
Track the history of your Portfolio Company Cap Table, valuation, and Investment
Invite investors, analysts, auditors to collaborate
Perform 409A tax valuations or 718, 946, 123R financial reporting valuations
Define the strike price for a new stock based compensation option
Evaluate imminent exit scenarios with the Waterfall and Common Stock Equivalent allocations
Address the inherent uncertainty of future business value on the value of securities with the Probability Weighted Expected Return and Option Pricing Methods
Evaluate securities given recent round of financing with the Backsolve method
Assess and support Differential and Incremental Discounts for Lack of Markatebility measures
Sensitize impact of new rounds of financing on any investor interest
Investment Fund Analytics
Define and track multiple Investment Funds from Fund Commitment to closure
Track the impact of any change in the Portfolio Company return on the Investment Fund return
Get visibility into the required performance metrics at any time
Support the Fair Value reporting requirements for your Investment Funds
Assess the sensitivity of any new round of any Portfolio Company on the Investment Fund performance
Coordinate the work of your Portfolio Company managers, admins, and auditors from one dashboard
Solution Opinions
Dashboards in Action