What you set here feeds the instrument. Change your industry or your books, and your Street Score and Value Range follow.
These details place your business against the right peer set. Your industry sets the multiple band behind your Value Range.
Owner controls the account. Advisors can view and comment. Read-only sees the instrument without making changes.
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Your connected sources. This is where your books reach the instrument.
QuickBooks is the spine of your valuation. Disconnect it and your Street Score holds at its last reading until you reconnect.
Monthly close summaries, alerts when your Street Score moves past a threshold you set, and where each one is delivered.
A full trail of every change to your books, your add-backs, and your score. The Audit Spine, made visible.
Export your instrument as a PDF you can print or share.
Basic PDF for the pilot. No custom branding in 1.0. Export runs from the Owner Assessment, where you see exactly what prints.