April Release 2026: Powering Smarter, More Connected Valuations
23 April 2026
Author: Alex Harris
Author: Alex Harris
Valutico | April 23 2026
We’re pleased to introduce Valutico’s April Release 2026, our second commercial release of the year, focused on delivering a more connected, intelligent valuation experience. This release brings improvements across the workflow – from data input and AI-driven insights to reporting and output.
Designed to reduce manual effort and improve consistency, these updates help teams work faster and with greater confidence.
Updates will be rolled out over the coming weeks.
***UPCOMING WEBINAR: Discover these new features in our live Q&A session on 30th April***
What?
You can now upload up to five documents at the very beginning of your valuation, including financial statements as well as qualitative and explanatory materials such as reports or presentations. These documents are automatically linked to the valuation and remain accessible throughout the entire workflow, including Qualitative Assessment and Forecast.
Where?
When creating a new valuation:
Why does this matter?
This update transforms how information flows through the platform. Instead of uploading documents separately at different stages, you can now provide a complete data foundation upfront and reuse it throughout your workflow.
By centralising documents at the start, Eva AI can extract and structure financial data while also leveraging qualitative information – reducing duplication, saving time, and improving the quality of insights across your valuation.
What?
Eva AI now supports financial data processing for Cost by Function and Cost by Type templates within the Forecast module, enabling more granular and structured analysis. This release also includes improvements to how Eva AI reads and maps financial data, resulting in more consistent outputs across financial statements.
Where?
Within the Forecast module, when applying Eva AI to your financials.
Why does this matter?
These enhancements improve the reliability and consistency of AI-driven financial modelling. By expanding support to more detailed cost structures, Eva AI enables more granular forecasting with less manual input.
Combined with the ability to upload documents at the start of your valuation, Eva AI can now leverage a richer dataset throughout the workflow – further reducing the need for rework and manual adjustments.
What?
We’ve enhanced Eva AI’s recommendations across Transactions, Peers, and Qualitative Assessment – making them more tailored and context-aware. These improvements are part of a continuous effort to refine how the platform generates suggestions with every release.
Where?
Across Peer Selection, Transactions, and Qualitative Assessment.
Why does this matter?
More relevant recommendations help you identify stronger comparables, surface more suitable transactions, and generate insights aligned with the company you are valuing.
With ongoing improvements delivered each release, Eva AI continues to become more specialised – reducing manual filtering and helping you move faster with greater confidence.
Qualitative Assessment Improvements
We’ve introduced refinements to the Qualitative Assessment to simplify the user experience and improve consistency in how scores are applied. Weightings are now shown as absolute numbers, meaning you can edit or remove a question without needing to rebalance the remaining weights, making them clearer and easier to interpret.
Enhanced AI Benchmarking in Forecast
Eva AI benchmarking insights are now available for EBITDA margin and Net Income margin, providing additional context when building and assessing forecasts. These insights are displayed in your selected language, ensuring a more seamless experience across your workflow. Key inputs such as book equity and interest assumptions are also pre-filled using benchmarking data and cost of capital inputs, helping streamline model setup.
More Flexible Word Reporting
Our new Modern Word Report now offers greater control over both content and presentation. You can show or hide rationale text in adjustments tables, and table headers automatically align with your selected theme for consistent branding. Improvements to placeholder management also make reports easier to customize.
Estimate now supports Transaction Multiples as a valuation method, expanding flexibility beyond trading multiples. We’ve also enhanced the report design and aligned it with your selected theme for more consistent, professional outputs.
Further updates – including more control over report sharing and a simplified questionnaire – help streamline the overall workflow.
These updates are designed to make valuations more efficient, more consistent, and easier to communicate – while continuing to expand the intelligence of the platform with every release.
We’ll continue to build on these improvements in the months ahead, with further enhancements planned across AI-driven insights, workflow automation, and reporting capabilities to support the evolving needs of valuation professionals.
4.4 / 5
