CAP TABLE PROTOCOLSVALUATION LOGICDLOM MODULESMETHODOLOGY HUB

Help & Support

Navigating the next era of valuation. Access the complete technical documentation and intelligence frameworks of Zimbs Valetex.

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First Steps

1Security Identity Verificationcheck_circle
2Organization Workspace Initpending
3Access Terminal Calibrationpending

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Getting Started

Upload Cap Table RegistryPrerequisite
Define Reporting EntitiesCore
Execute First Valuation Active

route 6-Step Protocol

Cap Table Wizard

1. StructureDefine authorized share classes

2. SharesIssue stakeholder securities

3. OptionsSetup pool & vesting mechanics

4. WarrantsModel derivative coverage

5. InvestmentsLog funding history

6. FinalizeExecute cryptographic lock

account_tree 13-Step Protocol

Valuation Wizard

STEP 01Engagement Meta

STEP 02Company Profile

STEP 03Industry Analysis

STEP 04Economy Pulse

STEP 05Financial Import

STEP 06Method Selection

STEP 07Weighting Logic

STEP 08DLOM Application

STEP 09Cap Table Sync

STEP 10OPM Modeling

STEP 11Summary Review

STEP 12Report Engine

STEP 13verifiedFinal Audit & Delivery

Methodology Intelligence

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Backsolve

Best For

Post-money equity financing rounds

Key Inputs

Investment Amt, Volatility

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GPC

Best For

Publicly traded peer comparison

Key Inputs

EV/Revenue, EV/EBITDA, Peers

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M&A

Best For

Historical acquisition transactions

Key Inputs

Transaction Price, Benchmarks

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Post-Money

Best For

Direct capital injection modeling

Key Inputs

Round Size, Price, Dilution

Allocation & DLOM Logic

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OPM

Option Pricing Method uses Black-Scholes modeling to treat equity as call options on the enterprise value.

Key Usage

Complex Cap Tables

CVM

Current Value Method allocates enterprise value as if the company were liquidated at the valuation date.

Key Usage

Late Stage / Imminent Exit

CSE

Common Stock Equivalent assumes all preferred shares convert to common before allocation.

Key Usage

Audit Validation

Strategic Intelligence FAQ

Can I edit a finalized cap table?

Once a cap table is cryptographically locked, it becomes a permanent record. To make changes, you must initiate a 'Revision Chain' which preserves the original audit trail while creating a new active branch.

OPM vs CVM: When to switch?

OPM is the standard for complex early-stage capital structures. CVM is typically only used when an exit is imminent or the company's value is easily allocated based on current liquidation rights.

How is Volatility calculated?

ZT Intelligence pulls real-time historical volatility from comparable public peer groups, adjusting for the private nature of the company and expected liquidity timeframe.

What triggers a 'Stale' status?

Any modification to upstream data (like changing share counts or class preferences) automatically marks all downstream dependent calculations as Stale to prevent report errors.

Direct Support Interface

Initiate a secure connection with our technical advisory nodes.

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Holographic Assist

Node 45-B Active

troubleshootCommon Issues Intelligence ResolverSYS_VER_2050.4.1

Detected Condition	Technical Solution	Urgency
Weights not 100% in Methodology	Adjust the weighting slider in Step 07 to ensure aggregate equals 1.00	Critical
Disabled Valuation Steps	Ensure all 'Company Profile' required fields are validated in Step 02	Warning
Volatility Mismatch in OPM	Recalibrate Peer Group selection to align with current market indices	Optimize
FX Conversion Variance	Update the Stakeholder Registry currency nodes to latest daily fix	Low