Valutico

Summary

Valutico is an AI platform for finance teams handling company valuations and deal workflows. Its valuation tools combine data, modelling, benchmarking, and reporting, with configurable valuation methods and a report builder that can produce reports in a preferred format and style. The valuation page cites data from 1.1M+ deals and 53K+ comparable companies. Forecast Plus creates projections for income statements, cash flow, balance sheets, and supporting schedules using historical financials, industry benchmarks, and user assumptions; its documentation lists Excel integration. Valutico also offers API access to valuation features and Diligence tools for reviewing transaction documents, identifying gaps and red flags, and preparing deal materials. Intended users include corporate finance and M&A teams, advisers, private equity and investment teams, and banks. It is available on the web and through an API. Pricing is on request, while a free data room and Diligence access are offered. Valutico says customer data is encrypted in transit and at rest and is not shared with third-party LLM providers or used to train underlying AI models.

Who it is for

Valutico suits corporate finance and M&A teams, accounting, audit and tax advisers, investment teams, and banks. It may also suit users who need valuation models, forecasting, or structured diligence workflows.

Compared on financial modeling software

Free plan

Novalutico.com

Three-statement modeling

Yesvalutico.com

Valuation models

Yesvalutico.com

Scenario analysis

Yesvalutico.com

Audit trail

Yesvalutico.com

Supported platforms

Web, APIvalutico.com

Facts

Product

Valutico describes itself as an AI platform for finance teams that supports valuations and deal workflows.valutico.com · 4 Oct 2026

Valuation methods

The valuation platform provides configurable valuation methods and professional reports.valutico.com · 4 Oct 2026

Forecasting

Forecast Plus generates projections across income statements, cash flow, balance sheets, and supporting schedules using historical financials, industry benchmarks, and user assumptions.help.valutico.com · 4 Oct 2026

Excel integration

Valutico’s Forecast documentation lists Excel integration among its capabilities.help.valutico.com · 4 Oct 2026

API

Valutico offers API access to its valuation features, including options to integrate specific capabilities or the valuation engine.valutico.com · 4 Oct 2026

Security

Valutico states that it is SOC 2 Type II compliant and encrypts customer data in transit and at rest.valutico.com · 4 Oct 2026

Customer data

Valutico says uploaded customer data is not shared with third-party LLM providers or used to train underlying AI models.valutico.com · 4 Oct 2026

Data storage

The Help Center says data servers and personal information use DigitalOcean’s Frankfurt data center, while the financial database is hosted on Hetzner without personal information.help.valutico.com · 4 Oct 2026

Support

Valutico offers one-to-one consultations, valuation reviews, full valuations, and platform training through its professional services team.help.valutico.com · 4 Oct 2026

Intended users

Valutico identifies corporate finance and M&A teams, accounting, audit and tax advisers, private equity and investment teams, and banks as intended users.valutico.com · 4 Oct 2026

Forecast limits

The Basic Plan does not provide a comprehensive integrated three-statement model; Advanced, Cost by Function, and Cost by Type templates require Forecast Plus.help.valutico.com · 4 Oct 2026

Company history

Valutico’s About page says the team launched the company in 2017 and traces its origins to Vienna.valutico.com · 4 Oct 2026

Valuation

The valuation platform combines data, modelling, benchmarking, and reporting.valutico.com · 4 Oct 2026

Market data

The valuation page cites data from 1.1M+ deals and 53K+ comparable companies.valutico.com · 4 Oct 2026

Reports

The report builder automatically generates valuation reports in the format and style the user prefers.valutico.com · 4 Oct 2026

Diligence

Diligence helps analyze transaction documents, identify gaps and red flags, run structured workflows, and prepare reports and deal materials.valutico.com · 4 Oct 2026

Data protection

Valutico says customer data is encrypted in transit and at rest, and uploaded data is not shared with third-party LLM providers or used to train foundational AI models.valutico.com · 4 Oct 2026

Privacy compliance

Valutico says it adheres to GDPR requirements and other applicable global privacy standards.valutico.com · 4 Oct 2026

Platform requirements

The FAQ says users need a computer, browser, and internet connection; Safari, Chrome, or Firefox are recommended, and Internet Explorer is not optimized.valutico.com · 4 Oct 2026

Free access

The maker invites users to create a free data room and says Diligence can be launched free; the opened pages state no trial duration or numeric usage limits.valutico.com · 4 Oct 2026

Company

Founded

2017valutico.com · 28 Sept 2026

Headquarters

Vienna, Austriavalutico.com · 28 Sept 2026

Where it ranks on Everything Xiaomi

• Best Financial Modeling Software in 2026#6 of 30

Sources

• valutico.com· checked 4 Oct 2026
• valutico.com/33720-2/· checked 4 Oct 2026
• help.valutico.com/en/articles/9796464-introduction-to-for· checked 4 Oct 2026
• valutico.com/es/modulos/· checked 4 Oct 2026
• valutico.com/your-data-protected-how-valutico-approa· checked 4 Oct 2026
• help.valutico.com/en/articles/4729891-where-is-the-data-b· checked 4 Oct 2026
• help.valutico.com/en/articles/5411877-professional-servic· checked 4 Oct 2026
• help.valutico.com/en/articles/9271839-basic-plan· checked 4 Oct 2026
• valutico.com/about/· checked 4 Oct 2026
• valutico.com/valuation/· checked 4 Oct 2026
• valutico.com/diligence/· checked 4 Oct 2026
• valutico.com/deal-security-and-soc-compliance/· checked 4 Oct 2026