Valuation Scenarios: Explore What-If Without Risk

Scenarios let you create an instant, full copy of any company valuation so you can change assumptions and compare outcomes — without touching your original data.

Think of it as a "Save As" for your valuation. Your original company stays exactly as it is, while the scenario gives you a sandbox to test different inputs: What if revenue grows faster? What if you raise more capital? What if you enter a different market?

Every scenario is a complete, independent valuation with its own questionnaire answers, financial projections, funding data, shareholders, and advanced settings. You can modify any input and see how it moves the needle on your valuation — across all five methods Equidam uses.

Prepare for investor conversations. Investors will push back on assumptions. Instead of fumbling with numbers in real time, walk in with two or three scenarios ready: a base case, an optimistic case, and a conservative case. Show them you've thought through different outcomes.

Test fundraising strategies. How does raising $500K at this stage compare to raising $1.2M? Create a scenario for each option and see how dilution, post-money valuation, and ownership change.

Explore pivots and market shifts. Considering a new market? A different pricing model? A faster or slower growth plan? Scenarios let you model the valuation impact before you commit.

Benchmark your assumptions. Create a scenario with industry-average growth rates and compare it against your own projections. It's a quick sanity check on whether your financials are realistic.

Present options to clients. Deliver a valuation package that includes a base case and two alternatives. Clients see the sensitivity of their valuation to key assumptions, and you demonstrate thoroughness.

Model deal structures. When advising on a fundraise, create scenarios for different investment amounts, pre-money valuations, or equity splits. Each scenario gives you a full valuation report to back up your recommendation.

Stress-test before board presentations. Before putting numbers in front of a board, create a conservative scenario to identify the downside. If the valuation holds up under pessimistic assumptions, your recommendation is stronger.

Due diligence modeling. Take a company's base valuation and create a scenario with your own assumptions — your view on market size, growth rate, or discount rate. Compare the founder's valuation against your independent analysis.

Portfolio scenario planning. For portfolio companies, model how changes in market conditions or performance would affect valuations across your fund.

From any page in the platform, click the menu icon (three horizontal lines) in the top-right corner of the navigation bar.

In the dropdown menu, you'll see three options related to companies:

Click Add a scenario.

A dialog appears showing the name of your current company. Enter a descriptive name for the scenario — something that tells you at a glance what you're testing.

Good scenario names:

The platform will name the new company as: [Your Company Name] - [Scenario Name]

For example, if your company is "Acme Corp" and you name the scenario "Aggressive Growth", the new company will appear as "Acme Corp - Aggressive Growth".

The platform clones all of your data — questionnaire, financials, shareholders, funding details, and advanced settings — into the new scenario. This takes a few seconds.

Once complete, you're automatically switched to the new scenario. You can start making changes immediately.

Now change whatever you want to test. Some common changes:

Every change recalculates the valuation in real time across all five methods.

Switch between your original company and the scenario using the Switch company option in the menu. Each has its own dashboard with its own valuation, method breakdown, sensitivity analysis, and reports.

You can also view all your companies (including scenarios) by clicking View all companies in the switch company submenu.

When you create a scenario, the platform creates an exact copy of:

The scenario starts as an identical twin of your original valuation. From there, you change only the variables you want to test.

You're about to raise a seed round and need to decide your ask.

Walk into the meeting knowing exactly how each number affects your ownership.

You're debating between aggressive expansion and sustainable growth.

Compare the valuation impact. Sometimes sustainable growth produces a higher valuation than aggressive topline growth with compressed margins.

You're in a sector where market conditions are shifting.

This gives you — and your investors — a realistic range for your valuation under different market conditions.

You're advising a startup on their Series A.

Present all three to the client with full reports. This demonstrates rigour and gives the founder a defensible range to negotiate with.

You need to present valuation updates to the board.

The board sees how the valuation moves based on different planning assumptions.

Use names that immediately tell you what changed: "High Growth", "Low Margins", "Post-Series A", "EU Expansion". Avoid generic names like "Test 1" or "Copy".

If you change five variables at once, you won't know which one moved the valuation. Create one scenario per assumption you want to test, or change inputs incrementally.

Create three scenarios (conservative, base, optimistic) to establish a valuation range. This is more credible than a single point estimate when talking to investors or acquirers.

Each scenario can generate its own full valuation report (PDF). Download reports for key scenarios to share with stakeholders, attach to board decks, or keep for your records.

Resist the temptation to make changes to your original company "just to see." That's exactly what scenarios are for. Keep the original as your source of truth.

Scenarios appear as regular companies in your company list. If you're done exploring a particular what-if, you can delete the scenario from the "All Companies" view to keep your workspace tidy.

How many scenarios can I create? There's no hard limit on the number of scenarios. Create as many as you need to explore different assumptions.

Does creating a scenario affect my original company? No. The scenario is a completely independent copy. Changes you make in the scenario have zero effect on your original company, and vice versa.

Can I create a scenario from another scenario? Yes. You can create a scenario from any company in your account, including other scenarios. This is useful for iterating — for example, start with a "High Growth" scenario, then create a "High Growth + Early Profitability" scenario from it.

Is my scenario included in my subscription? Yes. Scenarios are created under your existing subscription and don't require additional payment.

Can I generate a report from a scenario? Yes. Each scenario is a full company valuation. You can generate and download a complete valuation report (PDF) from any scenario, just like you would for your original company.

Can I share a scenario with my team? Yes. Scenarios appear as regular companies in your organisation. Team members with access to the organisation can view and switch to any scenario.

How do I switch between my original and a scenario? Click the menu icon in the top-right, then use Switch company to jump between your original company and any scenarios.

Can I rename a scenario? Yes. Go to the Company page and change the company name, just like you would for any company.

Can I revert a scenario to its original state? There's no one-click reset. If you want to start fresh, create a new scenario from the original company. You can delete the modified one if you no longer need it.

Where do scenarios appear? Scenarios show up in your company list alongside your other companies. They're named in the format "[Company Name] - [Scenario Name]" so you can easily identify them.

Can I compare scenarios side by side? Currently, comparison is done by switching between companies and reviewing the dashboards and reports. Each scenario has its own dashboard with valuation, method breakdown, sensitivity analysis, and all other standard views.

Every scenario runs through all five of Equidam's valuation methods, giving you a multi-perspective view of how your changes affect company value:

When you change an input in a scenario — say, increasing revenue growth by 20% — you'll see how that single change ripples through all five methods. Some methods are more sensitive to financial projections (DCF), while others respond more to qualitative factors (Scorecard, Checklist). This gives you a nuanced view of what really drives your valuation.