Our methodology is based purely on the accounts contained within a company's financial statements. We do not assess or factor in qualitative context. We recommend bringing up this important qualitative information in discussions with your customers, as it may be useful context to better understand your company's financial health. You can also include this qualitative context in your ActionPath plan for reference.
Definitions:
Quantitative information: all data points contained within a company's financial statements.
Common examples of qualitative information include:
growth
age
size
ease of access to capital (revolvers, banking relationships)
specific contracts/cash sweep agreements
Ownership structure
Private Equity Owners or Venture Capital Investors