SentimentSELECTIVE
Case studies

0 published · 24 value types

The work, stated as figures.

Not a logo wall. A ledger of what was delivered — safe harbor, fair value, earnings quality, a credential a counterparty can check. Named where the client approved. Otherwise industry, size, stage, location.

Value verified

$2.64B+

As of Q2 2026

Value types on this register

24

Open any row. The copy is in the page.

Proof fields

4

Situation · Ask · Work · Outcome

01

Value ledger

24 entries · open any

This is the catalog of impact. Every published engagement maps to one or more of these. Click a row for where the proof lands. The full text is in the HTML whether the row is open or closed.

01409A safe harbor

Independent common-stock pricing that counsel and the IRS can rely on.

Option grants · IRS

02ASC 820 fair value

Fair-value hierarchy, support, and workpapers an auditor can test.

Audit · board

03ASC 718 stock compensation

Option expense that matches the 409A and survives disclosure review.

Expense · disclosure

04Quality of Earnings

Earnings the credit file can underwrite, not a management narrative.

Lenders · buyers

05Solvency opinion

A going-concern and solvency view the board can put in the minutes.

Boards · counsel

06Capital Readiness Score

A scored view of whether the file is ready for a lender or investor.

Raise · debt

08IP valuation

Relief-from-royalty, excess earnings, or cost — stated as a figure.

M&A · tax · board

09Data-asset valuation

Proprietary data treated as an asset, not a slide in the deck.

M&A · AI diligence

10Board-defensible forecast

A forecast the board can accept, with the assumptions in the open.

Board pack

11Downside cases

Scenario cases a board will actually debate, not a hockey-stick appendix.

Board · lenders

12Lender monitoring

Continuous borrower visibility after the facility closes.

Credit · covenants

13Covenant-ready reporting

Numbers a credit officer can map to the covenant schedule.

Debt files

14Section 85 rollover

Rollover valuation that holds up in a CRA file.

Canada · tax

15UK Delaware flip

Valuation mechanics for a flip that tax counsel can clear.

Re-domicile · HMRC

16Expert opinion

A signed opinion that can be examined, not a marketing memo.

Disputes · court

17Diligence that closes

A file that answers the next question before it is asked.

M&A · financing

18Secondary / liquidity fairness

A price employees and the board can both stand behind.

Tender · employees

19Credit and mezzanine support

Structure, pricing context, and proof a credit committee can use.

Lenders · mezz

20Audit workpapers

Support an auditor can tick, with sources attached.

External audit

21Grant-timing discipline

A valuation calendar that keeps grants inside a valid 409A window.

Options · 409A

22Cap-table credibility

Ownership and value that reconcile, so the next round does not reopen the last.

Counsel · investors

23Intangible-capital measurement

IP, data, and know-how measured, not mentioned.

Board · index

24Continuous verification

A live credential, not a PDF that aged out the week after it was signed.

Always-on proof

02

Engagement register

In clearance

Selected engagements are being prepared for publication. Each will appear as a row on this register — expandable, comparable, and written in the four fields below. Nothing here is represented as delivered before the client has cleared it.

Situation
The position the company was in.
Ask
What they needed proven, and by when.
What we did
The engagement and methodology applied.
Outcome
What changed, stated as a figure.
Awaiting client clearance
Situation
The position the company was in.
Ask
What they needed proven, and by when.
What we did
The engagement and methodology applied.
Outcome
What changed, stated as a figure.

When a row is published it also carries the value types from the ledger above, and a single headline figure. Share a row by its on-page anchor, not a separate URL.

03

How we attribute

Named, or described

A row carries a company name only when the client has approved disclosure. Otherwise it uses the same descriptor a withheld Trust Link™ profile uses: industry, size, stage, location. The four proof fields do not change.

One page, not a slug farm

There is no per-engagement URL. Open a row; copy the on-page anchor if you need to point someone at it. The research desk stays at Insights. This register is the proof of work.

The next row is yours. Verification first, then the figure.

Trust Link™ is the credential. This register is what it looks like when the work is done.