Three lenses on every assumption — financial close, last period, and live forecast with the analytics to explain what changed and why.
See current period forecasts against prior period and financial close, understand how sensitive the investment is to each assumption, and read the analyst's documented reasoning without opening a model or requesting a memo.
The assumption problem.
Every question that shouldn't require opening a model.
“"What inflation assumption are we using and has it changed since last quarter?"”
In most teams, answering this means opening the model, finding the right tab, checking which version is current, and hoping the assumption hasn't been overwritten without documentation. Multiply that across dozens of variables and many financial models.
“"How sensitive is the valuation to this cost assumption?"”
Knowing the assumption value is only half the picture. Understanding how much it matters, what happens if it moves, is what turns a data point into a decision. Today that requires a separate sensitivity run.
“"Why does the analyst believe this forecast is right?"”
The number without the reasoning does not provide Investment professionals the full picture they need. Investment directors need the rationale, the evidence, the logic, the judgement call, documented next to the assumption, not buried in an email from three months ago.
See it live
Current forecast. Prior period. Financial close. Sensitivity. Rationale. One screen.
Watch a complete walkthrough of the Assumption Clarity view, navigating input categories, comparing the current year forecast against prior period and financial close values, reviewing the sensitivity of key metrics to each assumption, and reading the analyst's documented rationale for why the forecast is accurate.
What you get
Six views into every assumption.
Three lenses on every assumption
Financial close, last period, and live forecast displayed side by side with integrated analytics to explain what changed and why. Instantly see where assumptions have drifted from the original base case, how far, and when the movement occurred.
Assumption-level sensitivity
For each key input, see how sensitive the investment's performance metrics are to that specific assumption. Understand which assumptions have outsized impact on IRR, valuation, and coverage ratios so you know where analytical rigour matters most.
Analyst rationale documentation
A dedicated space next to each assumption where the analyst documents why the current forecast is appropriate, the evidence considered, the judgement applied, the sources referenced. This turns the assumption from a number into a defensible position.
Period switching
Select any calculation period from a single dropdown and the entire assumption set refreshes. Navigate between quarters or years without opening different model versions. Compare how the same assumption has evolved across the life of the investment.
Category-based organisation
Assumptions are structured by input tag: inflation, revenue, opex, capex, financing, lifecycle, insurance, taxation, and can be filtered and searched. View only what matters for the analysis at hand.
Quarterly, annualised, nominal, and percentage views
Toggle between time horizons and formats to match the context. Quarterly granularity for detailed cash flow review. Annualised for IC presentations and valuation memos. The view adapts to how you think about the number.
The impact
What changes when assumptions are transparent.
IC conversations start from conclusions, not discovery.
Directors shouldn't spend the first fifteen minutes of a committee meeting figuring out what changed. Assumption Clarity means the discussion starts at 'here's what moved, here's the sensitivity, here's the rationale' and moves straight to judgement.
Valuations become defensible by default.
When every assumption shows the current value against two benchmarks, links to its sensitivity impact, and includes documented reasoning, the valuation isn't just a number. It's an auditable, evidence-backed position.
Institutional knowledge survives team changes.
When assumptions and their rationale are captured in the platform rather than in someone's head, analyst transitions don't create knowledge voids. The context persists.
Audit and LP queries become routine.
Whether it's external audit, AIFMD reporting, or LP transparency requests, assumption-level documentation with three-layer comparisons and sensitivity context turns a quarterly scramble into a standard export.
Know what you're assuming. Know why. Know what it means.
Book a walkthrough and see how Origin Zero structures every assumption in your infrastructure portfolio with full forecast comparison, sensitivity context, and analyst rationale.