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Overview
Valutico provides a web-based SaaS platform for business valuation and financial analysis. It connects to major financial databases to deliver daily market data, nearly 1 million transactions, and 50,000+ peer companies, and supports more than 28 valuation methods (such as DCF, comparables, and precedent transactions). The platform includes features like an AI-powered co-pilot for deal recommendations, automated report generation, real-time benchmarking, scenario analysis, and modules such as DoneDiligence and Estimate, with Paraloq acquired in 2025 to strengthen private-company analysis. It serves accounting and tax firms, M&A advisors, investment managers, banks, and corporate finance professionals across over 90 countries on a SaaS model, with the goal of making valuation faster and easier through integrated data and AI-driven insights.
About Valutico
Industries
Data & Analytics
Enterprise Software
Fintech
Financial Services
Company Size
51-200
Company Stage
Early VC
Total Funding
$5M
Headquarters
Vienna, Austria
Founded
2014
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Simplify's Take
What believers are saying
- FactSet partnered with Valutico on May 12, 2026, broadening private-capital distribution.
- Valutico launched summer 2026 upgrades on July 2, 2026, deepening product defensibility.
- Open sales roles in February 2026 show continued hiring across DACH, LATAM, and APAC.
What critics are saying
- FactSet, Datasite, Ansarada, and Drooms attack the same valuation workflow buyers.
- Valutico's AI outputs face auditability scrutiny when peers challenge recommendations and executive summaries.
- A security or redaction failure in Active VDR would destroy trust and stall enterprise sales.
What makes Valutico unique
- Valutico combines valuation modeling, AI reporting, and deal-management workflows in one platform.
- Its 2026 summer release added transparent peer scoring, DLOM modeling, and valuation locking.
- The 2026 Active VDR extends Valutico from analysis into pre-diligence and deal execution.
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Funding
Total Funding
$5M
Above
Industry Average
Funded Over
1 Rounds
Benefits
Remote Work Options
Performance Bonus
Growth & Insights and Company News
6 month growth
↑ 1%1 year growth
↑ 1%2 year growth
↑ 0%Summer release 2026: smarter valuations, greater transparency. 2 July 2026 On this page. Last Updated: July 2026 Valutico | July 1 2026 Valutico UK Limited is excited to introduce Valutico's summer release, delivering a range of new features and enhancements designed to improve transparency, flexibility, and efficiency across the valuation workflow. With updates spanning AI-powered reporting, a new peer recommendation algorithm, valuation methodologies, and data transparency, this release helps teams work smarter and communicate insights more effectively. Updates will be rolled out over the coming weeks. 1. Smarter, More Transparent Peer Recommendation Its completely new recommender system introduces a more transparent approach to peer recommendation, helping you understand exactly why comparable companies are being recommended. Companies are scored and ranked across multiple criteria, with clear comparability scores and recommendation rationales. Within the peer recommendation workflow, users can customize the weighting of criteria such as business activity, geography, size, and industry. Predefined comparison profiles are readily available, while custom suggestion criteria can be created and reused across valuations. An interactive map also helps visualise the geographic distribution of suggested peers. Why does this matter? Selecting the right peer group is one of the most important - and often most subjective - parts of any valuation. Its completely new approach brings greater transparency, consistency, and flexibility to this process, helping you build more defensible peer groups and communicate their selection decisions with confidence. 2. From valuation to narrative in seconds. In this summer release, Valutico now supports an AI-generated Executive Summary, enabling users to quickly create professional narratives based on their valuation analysis. Powered by Eva AI, the Executive Summary covers key valuation conclusions, methodologies, assumptions, and supporting rationale, while remaining fully editable. Executive Summaries can be generated directly from the Valuation Overview screen, where they are displayed alongside the Football Field Chart and included in the exported reports. Users can also interact with Eva AI to modify and edit the summary as needed. PowerPoint exports have also been enhanced with additional valuation insights and improved handling of larger transaction datasets, helping you create presentation-ready reports with less manual editing. Why does this matter? Communicating valuation conclusions often requires significant time and effort. These enhancements help you produce clear, consistent, and professional reports faster, allowing more focus on valuation judgement and less time on report preparation. 3. Advanced DLOM analysis for private company valuations. Valutico now includes a dedicated Discount for Lack of Marketability (DLOM) module, enabling users to quantify illiquidity discounts using established statistical methodologies rather than relying on arbitrary discount adjustments. Users can estimate a DLOM using different option pricing models based on key inputs such as volatility, holding period, risk-free rate, and dividend yield. The module supports multiple recognised models, including Finnerty, Chaffe Protective Put, and Turnbull-Wakeman Asian Put, with the ability to combine a weighted result into a single concluded DLOM that is automatically applied to the company's control value. Why does this matter? Applying a DLOM is often a critical component of private company valuations, yet the methodology behind the discount can be difficult to justify. By introducing a transparent, model-driven approach, Valutico helps analysts support their assumptions with recognised quantitative techniques, improving consistency, defensibility, and confidence in the final valuation outcome. 4. Terminal value based on exit multiples in DCF valuations. Valutico now supports the Exit Multiple Method for calculating terminal values, giving users an alternative to the Gordon Growth Model when performing DCF valuations. Within Valuation Parameters, users can choose between the Exit Multiple Method and the Gordon Growth Model. Terminal value can be calculated using a selected exit multiple, with default inputs automatically derived from relevant trading and transaction multiples. Sensitivity analysis is also updated to reflect changes in the selected exit multiple. Why does this matter? Terminal value is often one of the most significant drivers of a DCF valuation. By supporting both perpetual growth and exit multiple approaches, Valutico gives you greater flexibility to align their assumptions with market practices, industry norms, and the specific circumstances of each valuation engagement. 5. Stronger governance and team collaboration. For its 2026 summer release, Valutico now introduces valuation locking and automatic organisation-wide sharing, helping teams collaborate more effectively while maintaining control over concluded valuations. Users can lock valuations at any stage of the workflow, creating a permanent snapshot of all inputs, calculations, and outputs. Locked valuations remain protected from future changes while preserving a clear audit trail. At the same time, newly created valuations are now automatically shared with members of the same organisation, eliminating the need for manual sharing and ensuring teams always have access to the latest work. Why does this matter? Valuation projects often involve multiple stakeholders and require clear governance over concluded work. By combining stronger version control with seamless collaboration, Valutico helps teams work more efficiently, reduce administrative overhead, and maintain confidence in the integrity of their valuation outputs. Good to know... Peer Cost of Capital Insights Users can now view implied Cost of Equity (CoE) and Cost of Debt (CoD) metrics for publicly-traded companies directly within the Peers screen, helping validate cost of capital assumptions with market-based benchmarks. More Granular Income Statement Adjustments Apply adjustments directly to individual income statement line items, improving transparency, reducing manual effort, and ensuring consistency throughout the valuation model. Default Forecast Templates Users can now define a default forecast template that is automatically applied when creating new valuations, reducing repetitive setup work and improving consistency across projects. These summer release updates are designed to help valuation professionals work more efficiently, make better-informed decisions, and deliver more defensible valuation outcomes. This release is another step in its ongoing commitment to improving the valuation workflow, with further enhancements and innovations already on the horizon. Make company valuation effortless. * Access structured financial data instantly * Apply proven valuation methods with confidence * Generate audit-ready reports in minutes * Trusted by leading advisory firms worldwide
FactSet has partnered with Valutico to deliver an integrated valuation workflow for private capital markets. The collaboration addresses growing demands for more frequent and transparent valuations as firms shift from spreadsheet-based processes to scalable infrastructure. The partnership connects portfolio data, valuation modelling and reporting in a single workflow. Portfolio company financials from FactSet's Cobalt flow directly into Valutico's platform, where analysts can access income-, market- and asset-based methodologies including DCF, trading multiples and venture capital methods. Valuation outputs automatically return to FactSet for tracking alongside portfolio performance. The integration gives clients access to FactSet's market data — public company financials, estimates and transaction multiples — within Valutico's specialised valuation platform, creating what both companies describe as a unique solution for institutional-grade valuations at scale.
FactSet Research stock (US3030751057): Valutico partnership expands private markets capabilities. 13.05.2026 - 15:26:27 | ad-hoc-news.de FactSet Research announced a collaboration with Valutico to deliver an integrated valuation workflow for private capital markets, automating manual processes for institutional investors. FactSet Research announced a strategic partnership with valuation technology provider Valutico to launch an integrated, end-to-end workflow for private capital markets valuation, according to MarketScreener as of May 13, 2026. The collaboration aims to replace manual, spreadsheet-based valuation processes with an automated system designed to meet rising investor demand for frequent and transparent valuations in private markets. As of: May 13, 2026 By the editorial team - specialized in equity coverage. At a glance. * Name: FactSet Research Systems Inc. * Sector/industry: Financial data and analytics software * Headquarters/country: United States * Core markets: Asset managers, private equity, institutional investors, finance professionals * Key revenue drivers: Financial data platform, analytics tools, market information services * Home exchange/listing venue: NYSE (FDS) * Trading currency: USD FactSet Research: core business model. FactSet Research Systems specializes in developing and operating a comprehensive financial data management and analysis platform for institutional investors, asset managers, private equity companies, and finance professionals. The platform provides financial data and market information on securities markets, companies, and industries, enabling clients to identify investment opportunities and analyze, monitor, and manage investment portfolios. The company serves a global client base of institutional investors seeking integrated solutions for data aggregation, analytics, and portfolio management. Main revenue and product drivers for FactSet Research. FactSet's primary revenue streams derive from its core financial data platform, which aggregates market information, company fundamentals, and analytical tools. The company's offerings include real-time market data, research integration, portfolio analytics, and wealth management solutions. The Valutico partnership represents an expansion into the private capital markets segment, addressing a growing need among institutional investors for automated valuation workflows that reduce manual effort and improve transparency in private equity and venture capital valuations. Strategic expansion into private markets. The partnership with Valutico signals FactSet's strategic focus on capturing growth opportunities in the private capital markets segment. Private equity and venture capital firms increasingly require frequent, transparent valuations to meet regulatory requirements and investor reporting standards. By integrating Valutico's valuation technology with FactSet's data platform, the combined solution aims to streamline workflows and reduce reliance on manual spreadsheet-based processes, which are time-consuming and prone to errors. This expansion complements FactSet's existing wealth management and institutional investor solutions. Additional news and developments on the stock can be explored via the linked overview pages. Conclusion. FactSet Research's partnership with Valutico represents a strategic move to expand its addressable market in private capital markets, where demand for automated valuation solutions continues to grow. The integration of Valutico's technology with FactSet's established data platform positions the company to serve institutional investors seeking to modernize their valuation workflows. For US investors, this partnership underscores FactSet's commitment to innovation and its ability to identify and capitalize on emerging opportunities within the financial technology and data analytics sector. Disclaimer: This article does not constitute investment advice. Stocks are volatile financial instruments. FactSet Research stock: new analysis - 15 May. Fresh FactSet Research information released. What's the impact for investors? Our latest independent report examines recent figures and market trends. Seit 2005 liefert der Börsenbrief trading-notes verlässliche Anlage-Empfehlungen - dreimal pro Woche, direkt ins Postfach. 100% kostenlos. 100% Expertenwissen. Trage einfach deine E-Mail Adresse ein und verpasse ab heute keine Top-Chance mehr. Jetzt abonnieren. Für. Immer. Kostenlos. en | US3030751057 | FACTSET RESEARCH | boerse | 69324551 | bgmi
Valutico launches first self-auditing Virtual Data Room. Vienna, Austria, March 24th, 2026, FinanceWire Valuation leader moves into deal management with AI that spots issues early, helps protect deal value, and speeds up closing. Valutico, a leading provider of valuation and deal management technology, today announced the launch of the Valutico Active VDR. The platform moves the Virtual Data Room category from passive document storage to active deal assurance. In the current M&A climate, the cost of errors is higher than ever. According to industry data, due diligence timelines have lengthened significantly over the last 24 months, with "information asymmetry" and "documentation gaps" cited as primary causes for deal delays and post-LOI price reductions (retrading). Legacy VDRs have traditionally functioned as secure "parking lots" for data - charging sellers to store documents without analyzing their contents. This passive approach leaves sellers vulnerable, as discrepancies are often discovered by the buyer's legal team weeks into exclusivity, damaging trust and leverage. The "Active VDR" Difference Valutico's new platform is the first to integrate Automated Gap Analysis and Red Flag Detection directly into the hosting environment. "The industry doesn't need another secure hard drive in the cloud; it needs a way to close deals faster," said Paul Resch, CEO at Valutico. "We built a VDR that acts as a 'Pre-Diligence' auditor. It automatically organises itself, tells you what's missing and identifies red flags. All of that with Enterprise grade security to protect your data." Solving the "Unforced Errors" in M&A The Valutico Active VDR introduces three proprietary technologies designed to compress the timeline between LOI and Closing: * Intelligent Red Flag Detection: Bypass the need for extensive manual investigation. The system proactively scans the data room to identify missing information and documentation gaps. By highlighting these "blind spots" early - such as absent contracts or incomplete records - sellers can ensure deal readiness before the buyer ever logs in. * Automated Room Architecting: The system eliminates the manual burden of setting up a data room index. The Deal Agent ingests unstructured bulk uploads and automatically builds a professional, buyer-ready folder structure in seconds, transforming raw files into a logical deal hierarchy. * Smart-Redaction Protocols: To reduce risk, the system proactively identifies PII (Personally Identifiable Information) and sensitive data patterns, suggesting redactions before files are published to the 'Live' room. * Instant CIM & Pitch Deck Generation: The system can generate a polished CIM and buyer-ready slide deck directly from the data room, turning underlying documents, financials, and supporting materials into structured deal materials in a fraction of the usual time. Investors: "The Difference Between a Warehouse and a Library" Early buy-side users report that the platform significantly alters the initial trust dynamic of a deal. "As an investor, the quality of the Data Room is a direct proxy for the quality of the management team," said Markus Jandrinitsch, Managing Director at aws Gründungsfonds. "When we enter a Valutico room, the 'low-hanging fruit' errors - missing contracts, unsigned minutes, messy folders - are already gone. It saves us weeks of basic file hunting and allows us to get to conviction much faster. It is the difference between searching through a messy warehouse and walking into a curated library." From Valuation to Validation "Valutico has established itself as the standard for determining what a company is worth," continued Resch. "With the Active VDR, we are providing the infrastructure to defend that worth. In a market where buyers are looking for any reason to hesitate, a flawless, pre-audited Data Room is the strongest signal of quality a seller can offer." Building the "Critical" AI "We built the Deal Agent to act like the world's most critical buyer," said Max Arrich, VP of AI at Valutico. "When you upload a file, the AI doesn't just catalogue it; it interrogates it. It asks: 'Is this contract signed? Does this date match the cap table? Is this folder empty?' By catching these 1,000 tiny friction points instantly, Financial News save the seller weeks of email back-and-forth and let the deal momentum flow uninterrupted. About Valutico Valutico provides valuation and deal management software for financial professionals. Its platform helps advisory firms, investors, and corporate finance teams work more efficiently across valuation, analysis, and transaction workflows. With a focus on clarity, speed, and auditability, Valutico combines financial technology, data, and AI to support better decision-making in high-stakes deals. Contact. VIce President Marketing Alex Harris Valutico [email protected]
Valutico, a Vienna-based valuation technology provider, has launched the Valutico Active VDR, described as the first self-auditing virtual data room. The platform uses AI to automatically identify documentation gaps and red flags before buyers access deal materials. The system features automated gap analysis, intelligent folder structuring from bulk uploads, smart redaction of sensitive information, and instant generation of confidential information memorandums. According to CEO Paul Resch, the technology acts as a "pre-diligence auditor" that helps sellers address issues before they impact deal value. Early investors report the platform significantly reduces due diligence time by eliminating basic documentation errors. The launch marks Valutico's expansion from valuation services into deal management, addressing lengthened due diligence timelines that have contributed to deal delays and price reductions.
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About Valutico
Industries
Data & Analytics
Enterprise Software
Fintech
Financial Services
Company Size
51-200
Company Stage
Early VC
Total Funding
$5M
Headquarters
Vienna, Austria
Founded
2014
Valutico is Hiring for 2 Jobs on Simplify!
Find jobs on Simplify and start your career today