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For public-equity teams at family offices and asset managers.
What connects your research to your conviction?
Mosaic is being built to link DCF assumptions to their supporting research, so you can revisit the reasoning when evidence changes.
02 / 04
When evidence changes, revisit the assumptions.
Consider a company that lowers its guidance. You revisit the growth forecast, but the supporting evidence is spread across filings, notes, and spreadsheets. The hard part is remembering why you made the original call.
03 / 04
Intended approach
An investment view you can trace.
The first version is intended to connect the assumptions in a DCF valuation with their supporting research and reasoning. You decide what to change.
Sources
Keep the supporting evidence beside the assumption it informs.
Assumptions
Make the reasoning behind growth, margins, and the discount rate explicit.
Judgment
Revisit the evidence and decide whether an assumption should change.
Illustrative trace (intended)
Growth assumption → supporting company guidance → analyst note explaining the choice → DCF valuation.
Mosaic is being developed by Iván Cancino, whose background is in M&A advisory. The project focuses on making the reasoning behind valuation assumptions easier to revisit as new information arrives.
04 / 04
Hear when the beta opens.
The first version is still in development.