What is your business worth today?

The problem

Getting a credible valuation has traditionally meant one of two things: paying a boutique consultant a large fee for a slow, opaque process, or negotiating from gut feel and mismatched spreadsheets. Neither approach scales, neither is transparent about its assumptions, and neither gives investors a consistent, comparable way to evaluate multiple companies.

On the other side, angel investors, accelerators and funds reviewing many companies need a fast, consistent way to sanity-check a valuation, understand a company’s structural readiness, and get a clean, professional document for their own investment discussions.

The solution

InvestOS turns a structured data submission into a complete, indicative valuation package in minutes rather than weeks - without a black-box algorithm and without a per-deal consulting fee. Any company, from a pre-revenue startup to an established, profitable business, completes one structured valuation form on the platform. The platform validates the data, runs it through the publicly documented valuation methods that fit the company’s stage, and produces a live dashboard, a cap table and dilution model, and an investor-ready PDF report.

Every number the platform produces is traceable to a specific input, a labeled assumption, or a named method. There is no AI or machine-learning model anywhere in the calculation path: every method is a documented, deterministic formula, identical inputs always produce identical results, and every skipped calculation states plainly which input was missing rather than silently guessing. That transparency is a deliberate product decision - it is what makes the output usable in a real investment conversation.

Which companies we value

• Startups, from the Idea stage through Pre-Seed, Seed and Series A-B to Series C+: valued with eight methods built for early-stage companies.
• Established businesses with operating revenue, of any size, in construction, homebuilding, building materials, manufacturing, food production, retail, grocery retail, restaurants, hotels and hospitality, transport and logistics, healthcare services, business services, agriculture and real estate development, as well as software, hardware, services and e-commerce companies. They are valued with DCF, EV/EBITDA and EV/Sales on industry benchmarks.

For an established business the platform needs annual revenue, EBITDA, interest-bearing debt and cash; the DCF also needs the detailed cash-flow inputs (tax rate, depreciation, capital expenditure and working capital). A loss-making business (negative EBITDA) is valued without the EV/EBITDA method, and the report says so.

Not supported today: banks, insurers and other financial companies, and property or investment holding companies whose value lies mainly in the assets they own. These need different, asset-based methods, and the platform does not offer them yet.

How it works

1. 1Register and fill in the structured valuation form on the platform, covering company, product, market, financials, fundraising terms, risk and exit information - with a field guide. Answers are saved as you type.
2. 2The platform validates the answers automatically, flagging missing fields, out-of-range values and logically impossible combinations before any calculation runs.
3. 3The valuation methods for the company's stage run independently against the validated data; a method that lacks the inputs it needs is skipped, with the reason stated.
4. 4The results feed a live dashboard, a cap table with a dilution simulator, SAFE and convertible note conversion modeling, and a fundraising calculator - plus a downloadable PDF investor report that carries a signed QR code, so anyone who receives it can check its key figures.

Valuation methodology

For startups, the engine runs eight established methods side by side: the Berkus Method, Scorecard Method, Risk Factor Summation, Venture Capital Method, Discounted Cash Flow, Comparable Multiples, Cost to Duplicate and the First Chicago Method. The report shows the full range across all of them, plus a stage-weighted estimate in which each method counts according to its relevance to the company’s stage. Every method’s result stays visible - outliers are flagged, never hidden.

For established businesses, it runs three: Discounted Cash Flow, discounted at a USD cost of capital built with Aswath Damodaran’s method from his published industry and country data; EV/EBITDA; and EV/Sales, both using Damodaran’s industry multiples. Each enterprise value is converted to equity value (minus debt, plus cash). The report shows the full range and, as the middle figure, the median of the methods, with no weights.

Every figure has a documented trail

An investor’s first questions about any number are where it comes from, how it is used, what it changes and how to check it. The report answers all four for every one of the 76 fields of the valuation form, in its appendix:

• Origin - provided by the company, or not provided. No company figure is ever marked as verified: InvestOS Global does not check figures against bank statements or contracts, and the report says so.
• Used in - the valuation methods and report sections that read the figure. This list is checked automatically against the calculation code, so the report cannot claim a use that does not exist.
• Impact - whether the figure can move the valuation range, only scores and risk flags, or nothing (context only).
• Check against - the document an investor would normally ask for: bank statements, accounts, the shareholder register, contracts.

Benchmarks and model assumptions have their own trail: every benchmark comes from a versioned register (version 2026.12, 1,844 values), each value with its source or a plain statement that none was verified, and every valuation keeps a snapshot of the values it used.

Reports an investor can check

A PDF can be edited after it leaves the platform. So every InvestOS Global report carries a QR code on its cover with the report’s key figures - the valuation range and estimate, revenue, EBITDA, cash, debt, the current round, data completeness and the confidence score - signed with InvestOS Global’s digital key. Scanning it opens investosglobal.com/verify, which checks the signature and shows the figures exactly as they were issued. If a figure in the PDF differs, the report was changed after issue; a changed or invented QR code fails the check.

Nothing is stored to make this work: the figures travel inside the QR code itself, not in a database. The check covers the figures in the code, not every sentence of the report. SalesOS Global and Global IdeOS reports carry the same signed QR code.

Platform capabilities

• Automated validation and data-quality scoring of the valuation form, with a completeness and confidence rating on every submission.
• A valuation engine with eight methods for startups and three for established businesses, producing the full valuation range plus a transparent middle estimate (stage-weighted for startups, the median for established businesses) - never a single fixed price.
• A key inputs & assumptions table in every report: each figure labeled as company-provided, benchmark, method convention, model assumption, default or not provided.
• A versioned benchmark register with the source behind each benchmark - or a plain statement that none was verified - so past reports stay reproducible.
• Sensitivity analysis for the DCF, VC Method and Comparable Multiples, showing how the value moves when key assumptions change, and a football-field chart of every method’s range.
• “What the price means”: the estimate as a multiple of revenue and EBITDA next to the benchmarks, the pre-money implied by the company’s own round, and its previous round placed against today’s range.
• Cross-checks between figures (company age against revenue history, EBITDA against gross profit, ownership above 100% and more), adjusted EBITDA with a bridge from reported to adjusted, and the trend of the previous two years.
• A data status table and a risk register with red, yellow and green flags from fixed thresholds, each with the evidence an investor is likely to ask for.
• Optional market evidence the company collects with its own AI assistant, shown with its sources and labeled as not verified - it never changes the valuation.
• Valuation history: earlier calculations of the same company, exactly as they were calculated then.
• A signed verification QR code on every report, checked at investosglobal.com/verify.
• Automatically generated strengths, weaknesses, risks and an investment-readiness score across financial, legal, product, market and fundraising dimensions.
• A fundraising calculator, a live cap table with a multi-round dilution simulator, and SAFE / convertible note analyzers.
• A branded PDF investor report, a downloadable mutual NDA template, and published privacy, terms, cookie and data-processing pages.
• Role-based accounts, an administrative panel, an audit log and a built-in support channel.

Why startups and companies choose it

A founder or finance team gets, in minutes and without a consulting fee, a structured, indicative valuation package - plus a cap table model, a dilution simulator and a document ready to put in front of an investor. Because every figure is tied to a specific input, assumption or named method, teams can see exactly what is driving their number and what would move it - whether they are three months old or ten years into profitable operation.

Why investors and deal-sourcing teams value it

Investors reviewing many companies get a consistent, comparable format across every deal instead of a different spreadsheet from every founder. The platform never invents data it wasn’t given: a missing field is reported as missing, a default is labeled as a default, and company-provided figures are marked as not independently verified - so an investor knows exactly what the page reflects.

Built to last

The platform is built and maintained with the rigor a due-diligence process would expect: more than 1,100 automated tests covering calculations, reports and workflows, deliberate stress-testing against edge cases and unusual data, and a fault-isolated engine in which one method’s failure never takes down the rest.