Workflow
Research worth sharing, formatted like it.
Export any valuation as a clean, professional PDF — ready for clients, partners, or your own records.
What it tells you
Analysis that lives trapped in a browser tab dies there. PDF Export turns your valuation work into a polished document — the scenarios, the year-by-year tables, the assumptions — formatted for the people you answer to: clients, investment committees, partners, or simply your own audit trail. If your process requires showing your work, this is how the work leaves the platform looking like it came from a professional shop.
Who it's for
For RIAs, analysts, and anyone whose research has an audience.
How it works
- One click exports the exact valuation you're viewing — typeset server-side as selectable vector text, not a screenshot.
- Both models in one document: the deterministic DCF and the analyst-consensus DCF, with year-by-year cash-flow tables and every cost-of-capital input listed — with dated source attribution for the risk-free rate (official 10-Year Treasury yield) and beta — down the full bridge to the target price.
- Realized year-to-date quarters are visibly separated from projections, and every page carries source attribution, a page number, and an investment disclaimer.
Included in Institutional
Server-enforced — export requests from other plans are refused.
Questions
- What's included in the export?
- The valuation exactly as shown on screen — the scenario tables, year-by-year cash flows, and the assumptions behind them, with sourcing intact. Custom Calculator scenarios are web-only and not included.