Valuation Software
The Smart Engine Behind Precision Valuation.
Institutional-grade valuation software engineered for precision. Leverage AI-driven analysis, robust methodologies, and global data sets to generate defensible, zero-error reports.
Engineered in Compliance With Global Valuation & Security Standards
The Complexity Gap in Modern Valuation
Traditional workflows are bogged down by manual data entry, inconsistent methodologies, and the risk of human error. In an era of rapid market shifts, legacy processes can't keep pace with institutional demands.
Precision. Automation. Certainty.
Valuation Engine eliminates the hurdles of manual financial modeling. Our AI-driven platform synchronizes global data sets, applies rigorous actuarial standards, and generates defensible reports in minutes—not days.
Watch Our AI Build a Defensible Valuation in Seconds
Industry & Company Detection
AI-driven sector classification and lifecycle mapping.
Fetching Financial Data
Automated ingestion of 10-K, 10-Q, and analyst estimates.
AI — Valuation Method Selection
Dynamic weighting of DCF, Trading Comps, and Transaction Comps.
Comparable Companies & M&A
Real-time syncing with global transaction databases.
Building Valuation Report
Generation of board-ready, audit-compliant 44-page PDF reports.
Precision Workflow
Three structured phases to generate a comprehensive, defensible valuation model.
Input & Upload
Describe the company profile and upload raw financial statements securely.
- check Streamlined Onboarding: Efficient data ingestion tailored to your experience level.
AI Deep Analysis
Specialized financial AI generates detailed industry analysis, SWOT, and lifecycle mapping.
- check AI-Assisted Classification: Automatic industry identification using global standards.
Export Report
Within 60 seconds, apply actuarial models and export a structured 35-page document.
- check Dynamic Financial Models: Automated statement ingestion with multi-year analysis.
Zero-Error Valuations. Powered by AI Auditing.
Human errors can cost millions. Our integrated AI auditor works tirelessly in the background to flag anomalies, contradictions, and data distortions before you hit 'Export'.
Cross-Document Consistency Check
Automatically verifies that figures match across income statements, balance sheets, and cap tables.
Anomaly & Outlier Detection
Identifies unusual growth rates, margin expansions, or working capital fluctuations that require review.
Regulatory Compliance Scan
Ensures valuation methodologies comply with IRS 409A, ASC 820, and other relevant standards.
AI Audit Dashboard
ActiveCap Table Consistency
Shares outstanding match total capitalization.
Growth Rate Anomaly
Year 3 revenue growth (45%) deviates significantly from historical average (15%). Review assumptions.
Discount Rate Verification
WACC calculation aligns with current risk-free rates and beta.
Our AI automatically selects, applies, and weights the most defensible financial methodologies:
Equitest evaluates the context, identifies the life cycle of the business, and automatically deploys the correct combination of valuation methodologies based on your specific objective.
Buy/Sell Transactions
Built-in models optimized for mergers, acquisitions, and business transfers, ensuring defensible pricing for both sides.
Divorce & Asset Division
Specialized, forensic-ready valuation templates tailored to meet the strict evidential standards of legal and family court proceedings.
Fundraising & Equity Dilution
Perfect for pre-revenue startups and high-growth companies looking to model valuation before meeting investors.
Early-Stage / Ideation
Evaluate brand-new concepts and startups in the idea stage using advanced qualitative metrics, option pricing, and scorecard models.
Public Company Analysis
High-tier evaluation models synced with active market data for listed public assets.
Continuous Portfolio Evaluation
From one-off independent assessments to continuous monitoring for M&A firms and corporate builders.
Beyond Valuation: A Full Suite of Institutional Intelligence.
Equitest automates the generation of diverse, audit-ready financial reports, providing the deep analytical context required for complex transactions and regulatory compliance.
Industry Analysis
Deep-dive market dynamics and competitive landscape mapping.
SWOT & Porter's 5 Forces
Strategic framework automation for rigorous risk assessment.
M&A Transaction Analysis
Comparative deal structure and implied multiple evaluations.
409A Valuation Reports
IRS-compliant reporting with actuarial-grade precision.
SDE Multiple
Seller's Discretionary Earnings analysis tailored for small and main-street business valuations.
DCF Analysis
Discounted cash flow modeling with dynamic, risk-adjusted WACC assumptions.
3 Million+ Financial Records. Injected Instantly by AI.
Stop wasting hours hunting for macro data, industry multiples, or risk premiums. Equitest's financial AI automatically syncs and pulls the exact metrics required.
50,000+ Public Companies
During report generation, the AI seamlessly syncs with real-time financial data from over 50,000 public companies globally.
Global M&A Transaction Database
Instantly scan thousands of recent, verified private and public mergers & acquisitions to justify your valuation target.
Updated Daily & Predictive Growth
Direct access to a massive historical database of interest rates, industry Betas, and projected future growth rates.
The Safety Net for Every Professional.
Human-in-the-Loop Support from Certified Valuation Experts
AI gives you unprecedented speed, but finance demands absolute certainty. If you ever get stuck, encounter a complex capital structure, or need a second expert opinion, our team of seasoned professional actuaries and valuation specialists is ready to step in.
David Chen, CFA
Senior Valuation Specialist
Institutional Security & Data Privacy
Your financial data is protected by the same encryption standards used by global investment banks.
End-to-End Encryption
All financial statements and valuation models are encrypted at rest and in transit using AES-256 standards.
Regulatory Compliance
Fully compliant with SOC 2 Type II, GDPR, and IVS data handling protocols.
Zero-Knowledge Infrastructure
Equitest employees cannot access your private financial data. Your models remain strictly confidential.
Built for Every User
Whether you're a seasoned analyst or valuing your first startup, our platform adapts to your needs.
For Finance Professionals
Advanced controls, custom discount rates, complex cap table modeling, and API integrations. Uncover deep insights and maintain full control over the valuation methodology.
Explore Pro Features arrow_forwardFor Founders & Novices
Guided workflows, plain-English explanations, and automated market data gathering. Understand your company's worth without needing a CFA.
Ready to Generate Defensible, Zero-Error Valuations?
Experience institutional-grade precision engineered for modern finance.