Without Dynamic Valuations
- - One-time valuation snapshot
- - Data gets stale as business changes
- - Limited trend visibility between updates
- - Usually requires re-ordering for another check-in
Dynamic valuations that move with your business
Dynamic Valuations are an optional add-on after your initial valuation. For $29.95/month, you can monitor how estimated value changes as your financial data evolves.
Connect Plaid or QuickBooks, upload updates, and keep stakeholders aligned with a living valuation view.
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Before and after Dynamic Valuations
With Dynamic Valuations
- - Ongoing valuation trend monitoring
- - Updates as new financial data arrives
- - Better visibility for planning and timing decisions
- - Shared, living valuation view for stakeholders
Why choose Dynamic Valuations?
Monitor value trends
Track valuation movement over time instead of relying on a one-time snapshot.
Time exits and fundraising better
See where value is moving before key decisions around capital raises or exit windows.
Spot value impact faster
As performance changes, your valuation trend reflects updates faster than re-ordering one-off reports.
Share live updates
Keep partners, advisors, and stakeholders aligned with an evolving valuation view.
Flexible data inputs
Connect Plaid, QuickBooks, and/or upload files manually as new information becomes available.
Cancel anytime
Dynamic Valuations are month-to-month at $29.95, so you can stop when ongoing tracking is no longer needed.
How it works
Complete your initial valuation
Start with your first valuation so your business has a baseline value to track.
Enable Dynamic Valuations
Turn on the optional subscription for $29.95/month after your initial valuation.
Connect or upload fresh data
Add new inputs over time through Plaid, QuickBooks, and/or manual uploads.
Track trend changes in your dashboard
See how updated business inputs can influence estimated value over time.
$29.95/mo
Fraction of typical ongoing valuation monitoring costs
Real-time
Updates as new data arrives and is processed
Cancel anytime
No long-term commitment required
Who this is best for
Owners planning an exit
Keep a current trend line when preparing for exit conversations in the next 6 to 24 months.
Teams raising capital
Maintain current valuation context as your business metrics shift during fundraising cycles.
Operators tracking growth
Watch how quarter-to-quarter performance changes can influence estimated business value.
Dynamic Valuations FAQ
Yes. Dynamic Valuations are an add-on after your initial valuation is complete.
Updates happen as new financial data is added and processed in your valuation workflow.
You can connect Plaid and QuickBooks or upload updated documents manually.
Yes. Dynamic Valuations are month-to-month at $29.95 and can be cancelled when you no longer need ongoing tracking.
No. Dynamic Valuations are approximate opinions for internal decision-making and are not formal appraisals.
Yes. After your initial valuation, you can enable Dynamic Valuations as an optional add-on.
Ready to keep your valuation current?
Start with your initial valuation, then enable Dynamic Valuations for $29.95/month to track value over time.
Approximate opinions for internal decision-making only. Not formal appraisals or regulated financial advice.