Golden Door Asset
Financial ModelR&D BenchmarkStock Research
Contact Us

Golden Door Asset

Investing in software.

Solutions

  • Model
  • Research
  • Benchmark
  • Ratings
  • Enterprise
  • Investing

Resources

  • Advisory
  • Workflows
  • Database
  • Playbook
  • Checklist
  • Roadmap
  • Training
  • Readiness
  • Audit
  • Executive

Company

  • About Us
  • LLM Info
  • Contact Us
  • Text Agent

Legal

  • Privacy
  • Terms
© 2026 Golden Door Asset. All rights reserved.
Software Investment Platform • SEC 10-K/10-Q Universe

Research, benchmarks, and valuation models for software investments.

Golden Door Asset invests in and models software companies.

Evaluate 267 software companies on Rule of 40, R&D return, and 5-year cash flow, and model how autonomous code velocity and R&D capital efficiency compound free cash flow.

Launch Financial Model
Pre-loaded with audited SEC 10-K/10-Q baselines for 267 software companies
Covered Universe
267 Tickers
SEC 10-K & 10-Q Filings
Step 1 • Valuation Engine
3-Statement + DCF
5-Year Cash Flow & WACC
Step 2 • R&D Benchmark
1-Yr Lagged ROI
2×2 Quadrant & Peer Ranks
Step 3 • Equity Ratings
AAA to D Grades
Rule of 40 & Implied Upside
01 · Valuation & Cash Flow Model

3-Statement Software Investment Model

Model revenue growth, R&D capital efficiency, and compounding free cash flow across 267 software companies.

157 Spreadsheet Problems
✓
SEC 10-K/10-Q fundamentals for 267 software companies
✓
Autonomous code velocity, R&D capital return, and ASC 350-40 leverage
✓
5-year DCF valuation, WACC sensitivity, and 5-tab Excel export
Open Financial Model
Model / Software Valuation
3-Statement & DCF
01
Software Fundamentals Baseline (SEC 10-K / 10-Q)
Audited revenue growth, gross margin, R&D spend, and stock-based compensation
267 Tickers
Autonomous Code Velocity & R&D Capital Return
Model R&D return on investment, ASC 350-40 capitalization, and EBITDA expansion
Live What-If
5-Year DCF & Implied Equity Valuation
Compare market-implied growth expectations against modeled free cash flow
Valuation Bridge
02 · Sensitivity Bridge

1-Click Scenario Modeling

Toggle between Base Case, Upside (+25%), and Downside (-15%) to see live EBITDA bridges and cash flow impact in real time.

✓
Base, Upside (+25%), and Recession (-15%) scenario toggles
✓
Multi-year revenue, EBITDA, and free cash flow bridge
✓
Two-way sensitivity matrix across growth, margins, and WACC
Test Scenarios in Model
Model / Scenario Bridge
Multi-Year Variance · +$1,875,000 EBITDA
01
Base Case Forecast
Consensus revenue growth and baseline R&D capital allocation
+0% Baseline
02
Upside Growth Scenario (+25%)
Accelerated revenue growth paired with autonomous code velocity and R&D efficiency
+$1,875,000 EBITDA
03
Recession Downside Buffer (-15%)
Downside stress test on net retention, free cash flow, and valuation floor
Cash-flow positive
+$1,875,000 Annual EBITDA
EBITDA $7,215,000 on +25% revenue with R&D operating leverage
03 · Equity Research & R&D Benchmark

Software Research & R&D Return Scores

Browse equity research reports, Rule of 40 scorecards, and 1-year lagged R&D return rankings across 267 software companies.

✓
267 software research reports and peer valuation multiples
✓
R&D Return 2×2 Quadrant (Compounders, Harvesters, Burners, Faders)
✓
1-click handoff from any research report into the financial model
Explore Software ResearchR&D Return Benchmark
Research / Software Universe
267 Software Companies
01
267 Software Equity Research Reports
Fundamental teardowns, Reverse-DCF hurdles, and peer group valuation multiples
Equity Research
02
R&D Return 2×2 Quadrant & Grades
Score new gross profit generated per prior R&D dollar across ranked software peers
AAA–D Ratings
03
1-Page Executive Memo & 5-Tab Excel Model
Export any company valuation or scenario bridge directly from the financial model
Model Export

Start modeling your software investment.

Open the 3-statement financial model to evaluate 267 software companies or model your own financial statements.

Launch Financial Model