The evidence behind the equity story, built before buyers ask for it
We document that the value created during the hold came from the plan, will last under a new owner, and includes value trailing financials don't yet show.
A newer offering, built on methods we use across our work: production modeling that attributed a 20% productivity gain to the levers that produced it, and a causal revenue model of subscriber attrition.
The structure comes from pharmaceuticals, where a drug's value is proven to payers in a dossier that pairs every claim with its evidence. It complements bankers and QofE, not substitutes for them: they tell the story and validate the numbers, and the dossier supplies the evidence between them.
The earliest start is the beginning of the hold, when the 100-Day Value Baseline sets the measurement for each lever.
The method can also be packaged as an agent or skill that keeps the proof current through the hold, with the judgment about what the evidence means staying with us.
The strongest dossiers are planned a year or more before launch.