Valutico
Valutico is an AI platform for finance teams handling company valuations and deal workflows.
What Valutico is
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.
Good
- Configurable valuation methods and professional reports
- Forecast Plus projects integrated financial statements
- Excel integration is listed for Forecast
- API access to valuation features
- Free data room and Diligence access
Watch out
- Pricing is available on request
- Basic Plan lacks a comprehensive integrated three-statement model
- Advanced forecast templates require Forecast Plus
- Internet Explorer is not optimized
Who it suits
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.
Verdict
Valutico brings valuation, forecasting, reporting, and diligence functions together for finance workflows. Check the plan requirements for forecast templates and request pricing to assess fit.
Plans and prices
From Valutico's own pricing page, checked 4 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Virtual Data Room / Diligence free access | Free | Create a free data room or launch Diligence; no numeric limits stated on the opened page |
The facts
Each one read from Valutico's own pages, with the date it was checked.
What it does
- API
- Valutico offers access to its valuation engine through an API or private infrastructure and invites customers to discuss a custom integration plan.checked 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.checked 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.checked 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.checked 4 Oct 2026
- Diligence
- Diligence helps analyze transaction documents, identify gaps and red flags, run structured workflows, and prepare reports and deal materials.checked 4 Oct 2026
- Excel integration
- Valutico’s Forecast documentation lists Excel integration among its capabilities.checked 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.checked 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.checked 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.checked 4 Oct 2026
- Market data
- The valuation page cites data from 1.1M+ deals and 53K+ comparable companies.checked 4 Oct 2026
- Privacy compliance
- Valutico says it adheres to GDPR requirements and other applicable global privacy standards.checked 4 Oct 2026
- Product
- Valutico describes itself as an AI platform for finance teams that supports valuations and deal workflows.checked 4 Oct 2026
- Reports
- The report builder automatically generates valuation reports in the format and style the user prefers.checked 4 Oct 2026
- Security
- Valutico says it is SOC 2 Type II compliant, with controls audited annually by independent auditors.checked 4 Oct 2026
- Support
- Valutico offers one-to-one consultations, valuation reviews, full valuations, and platform training through its professional services team.checked 4 Oct 2026
- Valuation
- The valuation platform combines data, modelling, benchmarking, and reporting.checked 4 Oct 2026
- Valuation methods
- Valutico says its structured workflow includes 30+ methods, including DCF, EBITDA multiples, revenue multiples, and book value.checked 4 Oct 2026
The company
- Company history
- Valutico’s About page says the team launched the company in 2017 and traces its origins to Vienna.checked 4 Oct 2026
- Founded
- 2017checked 28 Sep 2026
- Headquarters
- Vienna, Austriachecked 28 Sep 2026
Money
- 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.checked 4 Oct 2026
Where it runs
- 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.checked 4 Oct 2026
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