Summer Release 2026: Smarter Valuations, Greater Transparency
2 July 2026
Author: Alex Harris
Author: Alex Harris
Valutico | July 1 2026
We’re 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.
***UPCOMING WEBINAR: Discover these new features in our live Q&A session on 10th July***
1. Smarter, More Transparent Peer Recommendation
What?
Our 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.
Where?
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. Our 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.
What?
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.
Where?
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.
What?
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.
Where?
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.
What?
Valutico now supports the Exit Multiple Method for calculating terminal values, giving users an alternative to the Gordon Growth Model when performing DCF valuations.
Where?
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.
What?
For our 2026 summer release, Valutico now introduces valuation locking and automatic organisation-wide sharing, helping teams collaborate more effectively while maintaining control over concluded valuations.
Where?
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.
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 our ongoing commitment to improving the valuation workflow, with further enhancements and innovations already on the horizon.
4.4 / 5
