Discover
Assemble source evidence and the business context that may affect the value range.
For valuers
Get more done, sooner.
Get through the evidence, adjustments, methods and sensitivities in hours rather than rebuilding each view by hand. The Analyst lays out data-based valuation analysis step by step, with traceable sources and assumptions built for IVS and APES 225 scrutiny. You choose the method, challenge the assumptions and control the issued conclusion.
THE ANALYSTDEEP INTELLIGENCE
Advisor questionWhat supports this value range, and how does it change when the assumptions change?
What goes in
- Connected or supplied financial information
- Business context, adjustments and method choices
- Growth, risk and execution assumptions
What comes out
- Valuation analysis prepared for review
- Method, sensitivity and scenario comparisons
- A visible path from source evidence to conclusion
Illustrative workflow · Advisor judgement stays in the loop
See the platform
See the valuation workflow.
Watch the narrated demonstration for valuers.
For valuers 2:26 narrated demo
The workflow
From question to next move.
Implement
Compare methods, adjustments and simulated paths, then prepare material for the valuer's review.
Monitor
Revisit the value drivers when financial results, plans or assumptions change.
More productive work
Spend more time on judgement, less on assembly.
Repeated data gathering, model revisions and output preparation can consume an engagement. The Analyst keeps inputs, methods and outputs connected, saving hours of assembly so the valuer can focus on judgement and serve more clients.
- Bring financial inputs and proposed adjustments into one basis
- Compare methods and sensitivities without rebuilding the whole case
- Prepare tailored, branded material for professional review
Valuation and the CGT transition
A timely valuation question. A faster path through the work.
For relevant assets held across Australia's 1 July 2027 CGT transition, market value immediately before that date can matter.
1 July 2027
The Analyst assembles financial evidence, adjustments, method choices, sensitivities and strategic scenarios into step-by-step valuation analysis. You review each assumption, set the scope and method, and control the conclusion issued to the client.
Use the same connected intelligence to show how performance, risk and execution choices may change future value.
Explore valuation Read the Australian Treasury CGT explainer ↗Professional rigour
See the methodology, step by step.
Inspect source figures, adjustments, method selection, calculations, sensitivities and reviewer decisions in sequence. The documented methodology supports valuer-led work under IVS internationally and APES 225 in Australia. The valuer determines scope, applies the relevant requirements, exercises professional judgement and owns the issued conclusion.
- Trace the value range back to its financial evidence and chosen method
- Review each adjustment, assumption and sensitivity before release
- Keep the valuer in control of the issued advice and its intended use