Public numbers first. The subscriber layer is for the working files: valuation tables, assumptions, exportable checklists, and the tactical model behind the chart.
When prices paid are this hot, excess inventory can look like protection until the buyer separates customer pull-forward from defensive purchasing. The public chart tells you the macro pressure. The gated model tells you where to haircut adjusted EBITDA and normalize inventory.
That is the 70/30 line: enough signal to trust the desk, enough tooling to justify the subscription.
Unlock the downloadable valuation table, SBA rate grid, NAICS buyer-appetite heatmap, and working-capital normalization worksheet.