To help streamline the ASC 820 valuation process and eliminate duplicative work, we’ve released a new feature within our ASC 820 valuation tool that lets you create a new valuation using the assumptions from a previous valuation or copy the assumptions from a scenario.

When modeling out the valuation, you may wish to create a new scenario with the same assumptions from a previously created scenario. To do this, navigate to the scenario you wish to copy and select ‘Copy scenario’.

Once copied, you will see a new scenario appear with the assumptions prepopulated.

You may additionally wish to use the same valuation assumptions year over year. To do this, select ‘Create valuation’.
Enter in the new valuation date, select the cap table you wish to use, and then select the valuation from which you would like to copy the assumptions.
Once the valuation is created, you will see the new valuation on the Valuations ledger.