Valuation Suite
The facts below are what the maker publishes about Valuation Suite, checked and dated. Our editors have not written about it yet.
Plans and prices
From Valuation Suite's own pricing page, checked 9 Oct 2001.
| Plan | Price | What it gives you |
|---|---|---|
| Recruit | $49 a month | Full DCF, LBO, and WACC models · Interview prep with timed exercises · Save and version unlimited models · $49/mo |
| Advisor | $64 a month | Everything in Recruit · White-label PDF reports · Client folders and shareable model links · Priority AI assistant access · $64/mo |
| Broker | $87 a month | Everything in Advisor · SDE valuation with owner add-backs · Seller financing and earn-out structuring · Pre-loaded industry comp multiples · CIM PDF templates · $87/mo |
The facts
Each one read from Valuation Suite's own pages, with the date it was checked.
What it does
- AI assistant
- The pricing page lists an AI assistant with model context and banker-style modeling critiques for Recruit.checked 9 Oct 2001
- Comparable companies
- Comparable EV/EBITDA, P/E, and EV/Revenue metrics are populated from live fundamentals and can be exported to Excel.checked 9 Oct 2001
- Forensic screening
- Screening includes Altman Z-Score, Beneish M-Score, and cash flow divergence flags for public tickers.checked 9 Oct 2001
- Intended users
- The maker presents tiers for recruiting candidates, independent financial advisors, and business brokers or M&A searchers.checked 9 Oct 2001
- Live market data
- It says it provides real-time and historical pricing across public equities, with data updating during market hours.checked 9 Oct 2001
- Modeling
- The maker describes DCF, LBO, and WACC models; DCF and LBO templates include sensitivity tables and IRR decomposition.checked 9 Oct 2001
- Payment terms
- Plans are billed monthly via Stripe, and the maker says subscriptions can be canceled any time.checked 9 Oct 2001
- PDF and Excel exports
- The product offers formatted PDF reports and Excel workbooks; Advisor adds white-label reports with a logo and custom cover page.checked 9 Oct 2001
- PDF financial uploads
- The pricing page lists uploading financials from PDF as a product feature.checked 9 Oct 2001
- Precedent transactions
- Users can screen historical M&A deals by sector, size, and structure with pre-calculated transaction multiples.checked 9 Oct 2001
- Purpose
- The platform provides valuation models, comparable company analysis, forensic screening, and exportable reports for dealmakers.checked 9 Oct 2001
Money
- Notable plan limit
- White-label PDF reports are included with Advisor and above, while Broker includes SDE valuation and seller financing tools.checked 9 Oct 2001
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