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Valutico | Oct 24th 2024
The Valutico team is thrilled to introduce three new features that are now live on our main valuation platform. This update marks another step forward in enhancing your valuation experience with innovative tools and improvements. Explore the latest enhancements below, and keep an eye out for even more exciting updates in our final release of the year, coming in December 2024.
1. New AI Tool For M&A Transactions Recommendations
What?
We’ve introduced an AI-powered Co-Pilot to enhance how transaction suggestions are made. This new feature provides smarter and more relevant transaction recommendations based on your specific needs.
Where?
The Co-Pilot will launch as soon as you land on the transactions section.
Why does this matter?
This upgrade offers more useful transaction recommendations by taking into account a variety of relevant factors, such as industry, location, and recent data. The AI-powered Co-Pilot helps you find the best matches for your valuation needs with less effort, ultimately saving you time and improving the quality of your insights.
2. Tax Loss Carryforward Added to ValuPlan Plus
What?
We’ve added a new Tax Benefit Schedule feature to ValuPlan Plus, allowing users to account for tax loss carryover. This common practice lets companies apply losses from one year to reduce taxes in future profitable years, providing a more detailed representation of tax benefits and enabling better financial modeling.
Where?
This feature can be accessed and activated by ValuPlan Plus users. They can find this feature within their ValuPlan settings. This will be activated and displayed next to the income statement as a supporting schedule.
Why does this matter?
This feature improves the precision of tax calculations by allowing companies to apply losses to future tax liabilities, offering a clearer view of tax impacts over time. It’s especially valuable for companies with fluctuating earnings, helping users model future cash flows more reliably and strengthening Valutico’s appeal in regions where tax loss carryforward is crucial.
3. Peers Selection: Advanced Search and New Filters
What?
We’ve enhanced the Peer Selection screen with advanced search capabilities and new filters to provide you with more precise and insightful peer comparisons. This improvement brings the same level of detail and customization previously available on the Transactions screen to the Peer Selection process.
Where?
Access these new search options on the Peer Selection screen in the Advanced Search section, where you’ll find a range of advanced filters to refine your search.
Why does this matter?
This update offers a more tailored approach to finding relevant peers by introducing new filters for various financial multiples and metrics. You can now use checkbox filters and range filters to specify criteria such as known multiples (e.g., EV/Sales, EV/EBITDA) and financial metrics (e.g., Sales, EBITDA, Net Income). These enhancements make it easier to pinpoint the most comparable peers for your valuation, leading to more relevant insights.
What’s Next?
Our platform continues to evolve with every enhancement, becoming more powerful and tailored to our users’ needs. Look out for more exciting and impactful updates arriving in December 2024.
