Valutico | August 26 2025

We’re excited to introduce Valutico’s summer release, featuring six powerful new updates to enhance your valuation workflows.

The updates will be rolling out over the coming weeks, so if you don’t see them right away, they’ll be live soon. And with our next release planned for November, even more innovation is on the horizon.

UPCOMING WEBINAR:

***Discover these new features in our live Q&A session on Tuesday 9th September***

1. Upload PDFs And Our AI Imports Your Forecasts For You

¿Cómo?
Building on the initial PDF upload feature launched in June, we’re now adding improved support for importing financial Cashflow statements. You can upload either Excel or PDF files to import financial data into Forecast. PDFs are processed through Eva AI (formerly Co-Pilot technology) while Excel uploads are processed either via Eva AI or using the existing available Forecast Excel templates. The August release also introduces a review step, letting you verify and map fields before applying data in Forecast, ensuring better accuracy.

¿dónde?
This enhanced upload functionality is available within Forecast, enabling smoother and more flexible import of Income Statements, Balance Sheets, and now Cashflow Statements.

¿Por qué es importante?
Expanding PDF upload capabilities makes it easier to bring in financial data from diverse sources without manual entry. The ability to review and adjust mappings helps improve data quality and confidence, accelerating your valuation workflow and reducing errors.

2. IDW S1 & KFS BW1 Compliance

¿Cómo?
As part of our ongoing commitment to support local valuation standards, we’ve added a few important data points to Peer Selection to align with the German IDW S1 and Austrian KFS BW1 guidelines. The new data includes Trading Volume, T-Statistic (T-STAT), Standard Error (SE), plus key financials like Sales, EBITDA, EBIT, Net Income, and Reporting Currency – all now available in base currency for improved accuracy.

¿dónde?
These additional data points are available on the Peer screen, as additional columns on the table.

¿Por qué es importante?
DACH-country specific valuation methods and approaches matter for many of our clients and this release helps compliance with requirements under German IDW S1 and Austrian KFS BW1.

3. Peer & Transactions Overhaul: Filter, Compare, and Customize with Ease

¿Cómo?
We’ve redesigned the Peer Selection and Transactions modules for a cleaner, more intuitive experience, plus we’ve upgraded the recommender algorithm to give you smarter recommendations. Key updates include a clearer “Customize Columns” button, sticky Search and Reset controls, and the option to hide or show filters and metrics to maximize table space. You can now save multiple views to track different selection strategies, drag and drop records between tables, or drag and drop to rearrange the order of columns, and enjoy synchronized horizontal scrolling for easier comparison.

A visual overview of changes:

¿dónde?
These updates are available in both the Peer Selection and Transactions steps when building your valuation.

¿Por qué es importante?
These improvements make it faster and easier to navigate and manage large datasets, helping you refine peer groups or transaction selections with greater precision. The updated layout not only reduces visual clutter but also gives you better control over the data and filters you’re working with.

4. Introducing LTM Multiples: More Timely and Accurate Valuation Metrics

¿Cómo?
By popular demand, we’re excited to launch support for Last 12 Months (LTM) multiples in this release. LTM multiples use actual financial data from the most recent 12 months, providing a more current view of company performance. The update adds four new LTM-based columns in Peer Selection – EV/Sales LTM, EV/EBITDA LTM, EV/EBIT LTM, and P/E LTM – all sourced from Capital IQ data.

Within Forecast, a dedicated LTM tab lets you review and adjust Net Sales, EBITDA, EBIT, and Net Income figures. You can overwrite the default last fiscal year data to better reflect recent performance. The Valuation Overview also includes these four new LTM valuation methods under the Trading Multiples section for seamless integration into your analyses.

¿dónde?
These features are available across Peer Selection, Forecast’s new LTM tab, and the Valuation Overview, making LTM multiples accessible throughout your valuation workflow.

¿Por qué es importante?
LTM multiples offer a more recent, more precise basis for market-based valuations by reflecting the latest financials rather than relying solely on prior fiscal year data. This enables more accurate peer comparisons and valuation outputs, especially for companies with recent shifts in performance. With this enhancement, you gain greater confidence and relevance in your multiples-driven valuations.

5. Introduction of the Viewer Role

What’s New?
We’re excited to launch the Viewer role, designed to provide secure, read-only access to valuations. Viewers can browse and review all valuation data without the ability to make changes. Valuations you create remain yours as the owner, and you can share them with colleagues within your organization. Shared valuations appear in a dedicated tab for easy management.

¿dónde?
This new role is supported throughout Valutico’s core modules, including Company Details, Qualitative Assessment, Forecast, Peer Selection, Transactions, ESG, Cost of Capital, Valuation Overview, and Exports. Access and sharing are managed in the “Manage Valuations & Folders” section.

Why Does This Matter?
The Viewer role enhances collaboration by enabling teams to securely share valuation insights without risking unintended edits. This role supports a fully multi-user environment where stakeholders can stay informed and aligned, while owners maintain full control over valuation changes – strengthening governance and workflow efficiency.

Coming Soon: Editor capabilities for making changes to shared valuations will be introduced in a future release.

6. New Build-Up Method: Tailored Cost of Equity for U.S. Market Standards

¿Cómo?
We’ve introduced support for the Build-Up method, commonly used in U.S. valuation practices as an alternative to the CAPM model. You can now choose between CAPM and Build-Up when calculating the Cost of Equity. The Build-Up formula includes multiple components: Risk-Free Rate, Equity Risk Premium, and Country Risk Premium, along with manual inputs for Industry, Size, and Company-Specific Risk Premiums.

¿dónde?
This option is available in the Cost of Capital step. We’ve also improved the handling of screen reloads when modifying data.

¿Por qué es importante?
This addition provides a more flexible and locally relevant alternative to CAPM – especially valuable in U.S. market contexts where different assumptions or data limitations apply. It supports a more tailored and transparent approach to building discount rates.

¿Y ahora qué?

This summer release marks another step forward in our mission to make Valutico the most powerful and user-friendly valuation platform available. Several features will roll out gradually over the coming weeks to ensure a smooth transition, and we’ll continue refining the platform based on your feedback. Stay tuned for even more enhancements in our next major release, coming this November.