20,000+ Users trust Superjoin AI on Spreadsheets
Built for Every Type of Valuation Engagement
Whether it's a 409A under ASC 718, an FMV report under Rule 11UA, a PPA under ASC 805, or a quarterly fund NAV under IPEV guidelines — the pipeline below is the same. The methodology stays yours.
Option & Equity Pricing
Valuation types
Regulatory framework
Methodology
↳What you get
Partner-review-ready draft 409A report · OPM working file · per-grant fair value schedule
FMV — Share Issues & Transfers
Valuation types
Regulatory framework
Methodology
↳What you get
Partner-review-ready draft FMV report · FEMA pricing certificate working papers · supporting analyses
Financial Reporting
Valuation types
Regulatory framework
Methodology
↳What you get
Partner-review-ready draft PPA report (ASC 805) · intangible-asset working files · disclosure schedule
Fund & Portfolio NAV
Valuation types
Regulatory framework
Methodology
↳What you get
Partner-review-ready draft NAV memos · LP capital statements · fund-level NAV walk · draft LP letter
The End-to-End Engagement, in Five Steps
One engagement, run end-to-end — collect, extract, model, analyze, report. Configured to your firm's document checklist, model template, and report format.
Document Collection, From the Client
The agent knows what each engagement needs, requests it from the client, tracks what's outstanding, and follows up on gaps — drafted in your firm's voice.
- Engagement-aware checklist (409A vs PPA vs FMV vs NAV)
- No more manual follow-up emails. No more missing documents at model-build time.
- One view of what's in, what's outstanding, and what's been chased twice.
Numbers Out of PDFs, Into Your Working File
Pulls numbers from financials, filings, MIS, and decks with no manual entry. Structures them into the working format — everything lands in Excel ready to model on, with every figure traceable to its source page.
- Reads scanned PDFs, native PDFs, XLSX, DOCX, decks
- Maps line items to your firm's chart of accounts
- Every extracted number traceable to its source page
Built in Your Firm's Own Template
The valuation comes together in the template your team has been using for years — your conventions, your methodology, your sheet structure. Your reviewer already knows how to read it.
- Your DCF, Comps, and Precedent tab layouts
- Your assumption sheet, named ranges, and color coding
- Sheets and tabs match the firm's master file
Sensitivity, Cross-Checks, and the Football Field
WACC × growth and EBITDA × multiple sensitivity grids. DCF vs Trading Comps vs Precedent Transactions reconciliation. Every assumption visible, every figure traceable to its source cell.
- Sensitivity vs base case, side-by-side, before the partner asks
- DCF · Comps · Precedent on a single football-field chart, concluded value pinned
- Two-click drill from any number to its source PDF or model assumption
Every cell traceable to its source — hover to see the chain.
Drafts the Report — Ready for Partner Sign-off
The agent drafts the valuation report — methodology, narrative, exhibits — in your firm's structure. Ready for partner review and sign-off, not re-typing. Reviewer comments flow back into the model.
- Your sections, your boilerplate, your sign-off block
- Exhibits auto-generated from the model (no copy-paste)
- Word file rendered in your firm's house template — fonts, footers, watermark
Engagement background
Valuation approach
Key assumptions
Conclusion of value
Acme Pvt Ltd
Fair Market Value · Series-B
2026 Q2
A 409A, run end-to-end, according to your firm's SOP.
from 2 days
Time to create a 409A.
01from 2 weeks
Full engagement — collect through partner sign-off.
02cost per 409A
Analyst hours per report collapse — the same partner-ready 409A at a fraction of the cost.
03See Superjoin run your firm's SOP, live.
30-minute working session. Bring an engagement file you'd hand a new associate; we'll show you the partner-ready draft back.
Book a working session