The Valuation Designee's
annual license.
One pathway – matched to your firm's regulatory requirements.
Built for the way you already work.
One pathway, end to end.
Goodwill, Options & RSUs, ASC 946, or ESOP — a complete workflow built around the way the Valuation Designee actually works.
Quarterly tracking, not year-end scrambles.
Capture asset-level performance, changes in assumptions, and industry trends as they happen, calibrated to the transactions and rounds that created them.
Audit-ready packets.
Level 3 inputs, contemporaneous evidence, and methodology consistency — organized for auditor review and SEC disclosure narratives.
Regulatory guidance from Nick.
ASC 820, PCAOB spotlight findings, and SEC comment-letter trends — woven into the workflow, not buried in a help article.
Four pathways.
Pick the workflow that matches your fair value reporting and regulatory requirements. You'll confirm your choice on the next page.
Auto-renews annually. Cancel anytime from your account.
SOC 2 Type I. Encrypted at rest. Two-factor required. Security & Trust →
Your data, yours alone. Exportable in full, at any time.
One-day setup, guided end to end.
A few questions, answered in advance.
Procurement-led buyer?
When your process calls for a conversation before a formal request, we'll walk you through the platform.