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Research, benchmarks, and valuation models for software investments.

Golden Door Asset invests in and models software companies.

Evaluate 267 public software companies on Rule of 40, R&D return, and 5-year cash flow—and model how AI expands operating margins from 75% to 90%+.

Launch Financial Model
01 · Valuation & Margin Model

3-Statement Software Investment Model

Model revenue growth, gross margin expansion (75% to 90%+), and free cash flow across 267 public software companies.

157 Spreadsheet Problems
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SEC 10-K/10-Q fundamentals for 267 software companies
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AI gross margin expansion (75% to 90%+) and operating leverage
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5-year DCF valuation, WACC sensitivity, and 5-tab Excel export
Open Financial Model
Model / Software Valuation
3-Statement & DCF
01
Public Software Baseline (SEC 10-K / 10-Q)
Audited revenue growth, gross margin, R&D spend, and stock-based compensation
267 Tickers
AI Gross Margin Expansion (75% → 90%+)
Model COGS compression, R&D return on investment, 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.

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Base, Upside (+25%), and Recession (-15%) scenario toggles
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Multi-year revenue, EBITDA, and free cash flow bridge
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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 current operating margin trajectory
+0% Baseline
02
Upside Growth Scenario (+25%)
Accelerated revenue growth paired with gross margin expansion toward 90%+
+$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 operating leverage
03 · Equity Research & R&D Benchmark

Public Software Research & R&D Return Scores

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

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267 equity research reports and peer valuation multiples
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R&D Return 2×2 Quadrant (Compounders, Harvesters, Burners, Faders)
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1-click handoff from any research report into the financial model
Explore Software Research
Research / Software Universe
267 Public 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 or browse 267 public software companies.

Launch Financial Model