·CompassView as
Client portal ↗← Clients
Beyond Driven
Live to clientPublished 7/20/2026. The client can see their Compass.
Three review lanes in order: Accountant, then FM, then CFO. Anyone on staff can act in the current lane; every action records a name. While a cycle is open, every save on the Valuation, write-up, and Roadmap surfaces is captured here as a change card.
Acting as
Stage 1 · Accountant laneStarted Jul 30, 4:19 PM
Draft EV
$11.7M
→
After stage 1
$11.6M
-$100K
→
After stage 2
$11.6M
→
After stage 3
$11.6M
Add a recommendation
Stage 1 · Accountant
ValuationComp row 1 addedUnnamed · Aug 28, 11:39 PM
—→{"t":"TDOC","beta":2.1,"debt":1027000000,"mcap":1644474279}
EV $11.7M → $11.6M
Proposed
ValuationComp row 2 addedUnnamed · Aug 28, 11:39 PM
—→{"t":"CHGG","beta":2.18,"debt":84840000,"mcap":99583243}
EV $11.7M → $11.6M
Proposed
ValuationComp row 3 addedUnnamed · Aug 28, 11:39 PM
—→{"t":"HURN","beta":0.12,"debt":687000000,"mcap":1699971455}
EV $11.7M → $11.6M
Proposed
ValuationComp row 4 addedUnnamed · Aug 28, 11:39 PM
—→{"t":"DUOL","beta":0.89,"debt":93840000,"mcap":5945280764}
EV $11.7M → $11.6M
Proposed
ValuationComp row 5 addedUnnamed · Aug 28, 11:39 PM
—→{"t":"LRN","beta":0.1,"debt":461000000,"mcap":3891447284}
EV $11.7M → $11.6M
Proposed
ValuationComp row 6 addedUnnamed · Aug 28, 11:39 PM
—→{"t":"LOPE","beta":0.57,"debt":99280000,"mcap":4045576714}
EV $11.7M → $11.6M
Proposed
ValuationComp row 7 addedUnnamed · Aug 28, 11:39 PM
—→{"t":"UDMY","beta":null,"debt":9220000,"mcap":675681381}
EV $11.7M → $11.6M
Proposed
ValuationComp row 8 addedUnnamed · Aug 28, 11:39 PM
—→{"t":"DOCS","beta":1.3,"debt":11840000,"mcap":3955521206}
EV $11.7M → $11.6M
Proposed