Resources

Insights, tools, and market intelligence.

Name: VantagePoint
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Practical guides, real case studies, market updates, and webinars to help you navigate valuations with confidence.

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Valuation Readiness Checklist

The checklist we use to keep valuation engagements fast, clean, and audit-ready.

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Learn From Real Examples

Valuation Case Studies

Anonymized real examples of what went wrong (and right) in valuations. Each case includes key lessons you can apply.

SaaS

The $50M SaaS Company That Was Actually Worth $20M

How aggressive growth projections and ignored churn created a 60% valuation gap. What the founders learned.

Key Lesson

Unit economics matter more than top-line growth

409A

When the IRS Challenged a 409A: A Near-Miss Story

A startup's DIY valuation almost cost them millions. How proper documentation saved the day.

Key Lesson

Safe harbor isn't optional. It's protection.

M&A

The Earnout That Destroyed a Deal

Misaligned valuation expectations led to a failed acquisition. Lessons on bridging buyer-seller gaps.

Key Lesson

Earnouts require clear metrics and realistic targets

Crypto

Valuing a Token Project: Beyond Speculation

How we built a defensible valuation for a Web3 protocol when traditional methods didn't apply.

Key Lesson

New assets need new frameworks, but discipline remains

Guides & Articles

Featured Guides

Valuation Readiness: The Founder's Checklist

Guide

12 min read

Valuation Readiness: The Founder's Checklist

Everything you need to prepare before your next valuation engagement. A comprehensive checklist and mindset guide.

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409A Valuations, Explained in Plain English

Compliance

8 min read

409A Valuations, Explained in Plain English

Demystifying the safe harbor valuation process for stock options. Learn why 409A matters and how to stay compliant.

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DCF vs Comparables: How to Choose the Right Anchor

Methodology

10 min read

DCF vs Comparables: How to Choose the Right Anchor

A practical framework for selecting the right valuation approach. When to use each method and how to triangulate.

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All Articles

Fundraising

7 min read

Five Ways to Strengthen a Fundraising Valuation

Practical tips to present your company's value story more effectively to investors. Data, narrative, and positioning.

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The 10 Valuation Mistakes That Trigger Investor Pushback

Best Practices

9 min read

The 10 Valuation Mistakes That Trigger Investor Pushback

Lessons from hundreds of valuations. These common pitfalls can undermine your credibility with investors and auditors.

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SaaS Valuation: The Metrics That Actually Move Multiples

Industry

11 min read

SaaS Valuation: The Metrics That Actually Move Multiples

Beyond ARR multiples: understanding the KPIs that drive SaaS company valuations and how to present them.

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Valuing Pre-Revenue Startups Without Hand-Waving

Methodology

10 min read

Valuing Pre-Revenue Startups Without Hand-Waving

How to approach valuation when you don't have financials to model. Scorecard, Berkus, and risk-adjusted methods.

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What Happens in an M&A Valuation (and What Slows It Down)

M&A

8 min read

What Happens in an M&A Valuation (and What Slows It Down)

A walkthrough of the valuation component of mergers and acquisitions. Timelines, diligence, and negotiation.

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Discount Rates: WACC, CAPM, and Build-Up Without the Headache

Methodology

12 min read

Discount Rates: WACC, CAPM, and Build-Up Without the Headache

A plain-English guide to how discount rates work and why they matter so much in DCF valuations.

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