Valuation Model

Top-Down Model

Company targetValuation
  → Workstream Weights (sum to 1.0)
    → Goals (KPIs)
      → Milestones
        → Tasks

• Goals ARE KPIs. Quantifiable, measurable, with a target metric, current value, deadline, and owner. If you can't measure it, it's not a goal.
• Milestones = binary checkpoints.
• Tasks = atomic units (one person, one task), each self-contained with description + acceptance criteria.

MongoDB path: deals_internal.{company}.os_share.workstreams[].goals[].milestones[].tasks[]

Two-Track Valuation (permanent)

Always two tracks, never conflated:

1. Valuation Impact — enterprise value (dollars).
2. Social Valuation Impact — societal value.

Rules: - NEVER use bare "Impact" as a monetary label. - NEVER conflate the two tracks. - NEVER say "realized valuation" — always "current valuation." - performanceScore = dollar value of GOALS completed. - executionScore = dollar value of MILESTONES completed.

Workstream Weights

Data-driven by stage and domain using PitchBook comparables. NOT static. Recalculated weekly.

Portfolio Framework — RECM

Barbell system: near-term cash flow ↔ category-defining upside.

RECM = Time-to-Cash × Required External Capital × Expected Valuation Ceiling × Execution Risk.

Archetypes: Cash Engine | Efficient Scaler | Frontier Bet.