Methodology & trust

A market reference you can interrogate

Ownsera produces an illustrative market reference: a dated range, labelled by the strength of the evidence behind it and traceable to the transactions that produced it. Market intelligence, not an appraisal.

Illustrative Market Reference

EV / EBITDA range tracked quarter by quarter, with each point using only the deals public at that date.

Illustrative example
4x5x6x7x8x9xInsufficient dataQ1 24Q2 24Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25
Range low to high Midpoint No defensible basis

Illustrative figures for a fictional business. Where the evidence at a given date does not support a defensible range, Ownsera shows a gap and says why — it does not fill it in.

Evidence status

Every range says how strong its evidence is

Observed

Supported directly by validated transactions that are sufficiently comparable to your business. You can see how many deals sit behind the range and how relevant each one is.

Modeled — size-adjusted

Modeled Market Reference — This range incorporates a size adjustment derived from broader-market transaction evidence. It is not based solely on directly observed transactions of businesses of this size and should not be interpreted as a formal valuation or appraisal.

Insufficient data

Insufficient data — there is not enough defensible transaction evidence at this date to calculate a range. Nothing is estimated in its place.

Size adjustments are derived from transaction evidence, industry and size aware where that evidence supports it. Ownsera applies no blanket discount. Outside benchmarks serve as reasonableness checks only — never as inputs to your figures.

Every figure keeps the sentence it came from

A filing, the press release attached to it, and the individual facts read out of both.

Illustrative record
  1. 1

    Source document

    Form 8-K · Item 2.01

    Filed 14 Mar 2024 · stored with its URL, filing date and content hash

  2. 2

    Attached press release

    Exhibit 99.1

    Published 14 Mar 2024 · kept as its own document, linked to the filing

  3. 3

    Extracted fact

    Enterprise value · $310.0m

    “The transaction values the business at an enterprise value of approximately $310 million.”

  4. 4

    Extracted fact

    Target EBITDA · undisclosed

    No EBITDA figure is stated for the target. Nothing is estimated in its place.

Illustrative record shown in the shape Ownsera stores. Figures that were never disclosed stay undisclosed, and a deal missing what it needs is held out of the comparison set rather than completed by assumption.

What Ownsera holds for one deal

Raw disclosures, derived figures and the fields nobody stated — kept apart from each other.

Illustrative deal
Enterprise value

Disclosed · 2 sources agree

$310.0m
Target revenue

Disclosed · FY ended 31 Dec 2023

$185.0m
Target EBITDA

Disclosed · FY ended 31 Dec 2023

$31.0m
EV / EBITDA

Derived · both inputs disclosed

10.0x
Close date

Announcement date is not treated as a close

Not stated
Buyer type

Not stated in any source

Unknown

Illustrative deal, not a real transaction. Undisclosed and unstated fields are recorded as such; only deals that pass validation enter a market reference.

Principles

How we keep it honest

Nothing is invented

Most private deals are never disclosed, and many public ones disclose a price but not the earnings behind it. An undisclosed figure stays undisclosed. It is never estimated to complete a calculation.

Raw evidence sits apart from conclusions

Every fact is stored with its document, publisher, publication date and the exact sentence supporting it. Conclusions are derived from that record and always trace back to it.

Conflicting reports are kept, not overwritten

When two sources disagree on the same fact, both are retained and the disagreement flagged. Agreement across independent sources raises confidence; nothing is silently replaced.

Questionable deals are held out

Every deal is validated on value type, plausibility of implied multiples and clarity of parties and periods. Anything that fails is excluded from the comparison set until a person reviews the source documents and confirms it.

History has no hindsight

A point dated two years ago uses only the transactions public at that date. Later disclosures and restatements never travel backwards, and a modeled figure can never be re-presented as observed.

Your data is yours

Your financials are private to your account, never pooled into anyone else's figures, and exportable or deletable at any time. Nothing reaches a professional without your explicit consent.

Why a deal counted — factor by factor

Each comparable transaction carries a relevance score from 0 to 100, broken out rather than asserted.

Illustrative scoring
  • Industry & sub-segment90
  • Size of the business72
  • How recent the deal is64
  • Buyer type45
  • Geography38

Illustrative weights for one fictional comparison. In the product, each factor is shown per deal so you can see what drove the score and set the evidence aside if you disagree with it.

Important context

What Ownsera is not

  • Private companies do not have a continuously observable market price. Nothing here is a quote or an offer.
  • Transaction comparables are imperfect. Deal terms, disclosure quality and business specifics vary, and most private transactions are never disclosed at all.
  • Ownsera does not provide valuations, appraisals, fairness opinions, investment advice, tax advice or legal advice, and nothing here is an offer or solicitation.
  • Ownsera is not acting as a broker or adviser. Nothing is shared with any professional without your explicit consent.