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Startup Valuation Quick Assessment Worksheet

Estimate your company's worth

FIN-W-009v1.0Intermediate · 45 minUpdated 2026-08-06

Overview

This worksheet guides you through a simplified application of the Multiples Method, Scorecard Method, and Berkus Method. It helps founders generate a preliminary valuation range for their startup, preparing them for investor discussions.

Purpose

Use this worksheet to calculate a defensible preliminary valuation range, helping you understand your company's financial position and negotiate effectively with potential investors.

Why it matters

A well-supported valuation prevents undervaluing your company, securing fair equity distribution and optimizing your fundraising outcomes.

Unlock the full playbook

The step-by-step instructions, AI companion prompt, worked example, common mistakes and downloadable files are available to members.

When to use it

Complete this worksheet before any fundraising rounds, equity negotiations, or strategic financial planning sessions.

Tags

  • valuation-worksheet
  • fundraising-prep
  • equity-valuation
  • financial-assessment
  • startup-finance
  • investor-pitch

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