Founder Memo
Northstar Workflow Series B Demo
Define audience, valuation date, and valuation framing before you shape the evidence set.
Who is this report for? Advisor mode enables stricter export requirements and more formal reporting cues.
Anchor the opinion to the date the report conclusion and evidence set should speak as of.
Set the standard that governs the conclusion of value and the language used throughout the report.
Clarify whether the company is being assessed as an operating business, an as-is asset base, or a liquidation scenario.
Identify the ownership layer or capital reference point the report is meant to conclude on.
Board planning, fundraising, transaction support, 409A preparation, fairness support, and similar valuation use cases.
Describe who will rely on this report and the decisions or communications it is meant to support.
