VIV SERVICE · DEDICATED WORKSPACE

If you did not already own it, would you invest again at today's price?

Decide what a private holding is worth and whether another cheque is justified.

VALUE · FULL SERVICE WORKSPACE

Valuation & Follow-on Challenge

Decide whether today's price and another cheque are justified by today's evidence.

Why this matters

Existing ownership creates anchoring. Last-round value can be stale, while follow-on requests arrive with urgency and sunk-cost bias.

What VIV does

Build reported, fundamental and likely-clearing value ranges
Reconstruct dilution and ownership impact
Test follow-on use of funds and runway
Compare invest-more vs hold vs stop-funding scenarios
Challenge terms, downside protection and return path

Output

A decision-ready evidence pack with verified facts, unresolved unknowns, recommended action, owner and next decision date. Where relevant, the output routes into another VIV workspace rather than ending as a report.

Boundary

Private, contextual and permissioned. No mass distribution, guaranteed financing or transaction, and no substitute for regulated legal, tax, valuation or investment advice where required.

HOW · FLOW · STEPS

How the work moves.

01Ownership baseline

02Operating evidence

03Valuation range

04Follow-on scenario

05Terms challenge

06Decision threshold

IMPACT · OUTCOME MEASUREMENT

Measure evidence and outcomes.

MEASURE 01valuation range width

MEASURE 02dilution impact

MEASURE 03runway gained

MEASURE 04required return hurdle

MEASURE 05term improvement

MEASURE 06capital avoided / repriced

INTERACTIVE SERVICE AUDIT

Run a first-pass Valuation & Follow-on Challenge audit.

Give VIV enough context to identify evidence gaps, decision risk, the measurement baseline and the next workstream.

SERVICE FLOW

Problem → evidence → decision → action.

Reconstruct ownership

Value through three lenses

Challenge terms

Make follow-on decision

INTERACTIVE AI-READY ENGINE

Structure the case before deeper work.

This prototype creates a structured first-pass workplan locally in the browser. It does not falsely claim a live external AI connection. Production can connect the same schema to an approved secure LLM/API.

PRIVATE MANDATE

Need VIV to take this further?

Request a private conversation

Valuation & Follow-on Challenge: from problem to decision.

Decide what a holding is worth now and whether another cheque earns its place.

STEP 01

Remove anchoring to historical round price

STEP 02

Rebuild economics from current revenue, cash, runway and dilution

STEP 03

Model fundamental, market-reference and clearing ranges

STEP 04

Run the counterfactual: would we invest today?

STEP 05

Define price, protection and milestones for new capital

What the client receives

Evidence-backed decision record
Explicit unknowns and dependencies
Named actions, owners and decision gates
Service-specific output rather than a generic report

How success is measured

reported-to-defensible gap
capital avoided/reallocated
dilution scenarios
milestones attached
later outcome vs range

Interactive audit engine

The engine asks only the facts needed for this service, identifies missing evidence, gives a first-pass diagnostic and routes the user into the relevant VIV workflow. It is not a generic lead form.

Why this service gets stronger with every completed mandate.

Longitudinal valuation history

Valuation inputs and ranges are stored through time with their evidence dates, allowing later rounds, operating performance and liquidity signals to be compared against earlier judgments.

Outcome calibration from later rounds/exits

Later rounds, exits, write-downs and operating outcomes are used to test prior valuation assumptions, improving calibration rather than simply carrying forward the latest financing mark.

Portfolio-wide comparability

A consistent valuation framework makes risk, upside, follow-on needs and potential liquidity more comparable across otherwise very different private holdings.

Two situations where Valuation & Follow-on Challenge becomes useful.

USE CASE 01

Stale last-round mark

A holding is still reported at a peak-market financing value. VIV builds a current range using operating evidence, comparable context and likely secondary reality.

USE CASE 02

Bridge-round request

An existing company asks for more money. VIV models ownership, dilution, runway, milestone requirements and the return needed to justify another cheque.

CASE STUDY · ANONYMIZED

Resetting the reference point for a follow-on

A family was assessing additional capital for a company whose internal portfolio mark still reflected an earlier financing environment. VIV separated the historical round price from current operating evidence and tested multiple follow-on scenarios. The discussion changed from defending the old valuation to determining the price, terms and milestones at which new capital would make sense today.

Client-identifying details and commercially sensitive information are withheld for confidentiality.