Action Plan
Turn today’s valuation into tomorrow’s deal
Use these steps to document outcomes, keep stakeholders in sync, and decide whether to share, update, or upgrade your valuation workflow.
Download the valuation
Export the complete report as PDF or data-room ready bundle to archive locally.
Share securely
Generate a watermark-protected link with audit logs for buyers, banks, or advisors.
Track history
Compare this valuation to previous versions and highlight what changed.
Keep momentum
After the valuation, here's what operators tackle
These steps help teams stay organized, answer follow-ups quickly, and prep for negotiations.
- Subscribe for enhanced AI guidanceMost upgraded
Unlock deeper narrative insights, automated redlines, and multi-user review.
Jump in → - Organize supporting evidenceRecommended
Centralize contracts, bank statements, and inventory lists in your Capitalize Biz data room.
- Plan the next reviewStay current
Schedule quarterly check-ins to keep inputs fresh and highlight improvements over time.
Manage history
Stay on top of current & prior valuations
Capture context for every snapshot—update cash flow scenarios, log diligence notes, and keep a paper trail for lenders or buyers.
Manage current vs. prior valuations
Tag each valuation with quarter, scenario, and owner. Compare KPIs, attach notes, and highlight why the number moved.
Partner network
Connect with the right professionals
Buyer checklist
What investors expect before sending LOIs—cash flow proofs, customer cohorts, contracts.
Seller playbook
Tighten ops, resolve outstanding items, and showcase momentum before diligence.
Talk to a specialist
Get introductions to CPAs, bankers, or diligence partners who know your industry.
ContinueNeed a sounding board?
We'll help rehearse investor conversations, prep follow-up docs, or introduce vetted diligence partners so you can close confidently.