The Venture Capital
Valuation Workflow Platform

Quarterly and year-end reporting places enormous pressure on finance teams, with tight deadlines, complex valuation calculations, and little margin for error. VCM’s platform provides a single source of truth for the data, calculations and valuation process.

One consistent workflow

No fragmented processes

No disconnected spreadsheets

Trusted by leading venture capital firms worldwide

Designed for Venture Capital Professionals

VCM brings together investment data, valuation inputs, and sophisticated valuation calculations into a single secure workflow designed specifically for venture capitalists.

CFOs and Finance Teams

Take control of quarter-end without the usual pressure.

Reduce quarter-end tension with complete visibility. VCM centralizes complex workflows, giving CFOs control over every cap table, assumption, calculation, and report.

Shorten the quarter- and year-end valuation cycle
Reduce reliance on spreadsheets and manual calculations
Consolidate portfolio data, assumptions and valuations
Coordinate review, approvals and supporting documentation
Easily and efficiently respond to auditor and LP reporting requirements

Valuation Teams

Spend more time on judgment and less time building calculations.

VCM automates the technical and repetitive work involved in venture capital valuation, giving valuation professionals more time to analyse the position and determine the appropriate conclusions.

Model complex cap tables and economic rights efficiently
Run waterfalls, OPM, PWERM and other valuation calculations
Carry forward portfolio information between reporting periods
Compare methodologies, assumptions and scenarios
Maintain a transparent record of calculations, changes and conclusions

VCM provides clear visibility into how valuations were generated, allowing fund leadership to review key judgments, assumptions, and risks behind the reported NAV.

Understand what is driving changes in portfolio value
See consistent valuation processes across the portfolio
Review assumptions, sensitivities and alternative outcomes
Strengthen oversight without becoming involved in every calculation
Approve valuations supported by a clear and defensible process

GPs & Fund Leadership

Sign off NAV with greater confidence.

One workflow shared across the WHOLE team.

The VCM Workflow

A structured process that turns your data and decisions into defensible fair values.

Probability Weighted Expected Return Model to capture outcome scenarios and expected value.

PWERM

Option Pricing Model to derive implied value or backsolve to market.

OPM / Backsolve

Run waterfalls calculations on even the most complex of cap tables

Waterfalls

Last Price / Cost

Last price per share, Transactional cost or cost basis

Choose appropriate valuation methdology.

Methodology Selection

Benchmark to market participant assumptions and adjust for company-specific factors.

Calibration

Model parameters including volatility, time to exit, risk-free rate, discount rate, liquidity and scenario probabilities.

Parameters (OPM / PWERM)

Valuation Inputs

Your team's professional judgment. VCM captures and manages the information that drives fair value.

Enterprise Values

Reference transactions, market multiples and indicative enterprise value ranges.

Investment Data

The foundation of every valuation. Everything starts with accurate investment information.

1 Cap Table Data

Ownership, securities, rounds, transactions, rights and option pools.

Legal Documents

Shareholder agreements, investment agreements, term sheets, convertible / SAFE documents, AoAs and warrant documents, and side letters.

Sophisticated calculations.
Complete transparency.
Run multiple approaches from
the same underlying data.

Valuation Calculations

3

Calibration

Your team's professional judgment. VCM captures and manages the information that drives fair value.

Benchmark to market participant assumptions and adjust for company-specific factors.

Valuation Inputs