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Valutico | March 11 2025
We’re excited to roll out six powerful new features that are now available on the Valutico platform! As our first release of 2025, this update brings key enhancements to, once again, streamline and improve your valuation process.
1. Cost of Capital: A New Standalone Step
What?
We’re introducing a dedicated “Cost of Capital” step within the valuation process to provide more flexibility and transparency. This new feature allows you to customize the discount rates, also known as the WACC tree, by selecting from the data sources or inputting values manually for each field.
Where?
You can find this step before the “Valuation Overview”.
Why does this matter?
This new step allows you to see where each data point originates, and to choose your preferred source. Whether using data from a benchmark or entering values manually, this feature enhances the transparency and customization of discount rate calculations, leading to more tailored valuations.
2. Benchmarking+ upgrade
What?
We’ve revamped the Benchmarking screen to deliver a cleaner, more focused experience. With this upgrade, you can now include private company data in your analysis, utilize a multi-select display option drop-down, and benefit from persistent settings such as the “Include in Export” toggle and the “Hide the Table” toggle, which expands chart space.
Where?
These enhancements are available in the Benchmarking+ section within the ValuPlan of the platform. When you access this area, you can manage which metrics are displayed, and your settings for exports and chart visibility will be saved across valuations.
Why does this matter?
This update gives you greater control over your benchmarking analysis, ensuring a streamlined interface that highlights the insights you need. By reducing clutter and enabling persistent customization, you can work more efficiently and make better-informed decisions.
3. Discount Cashflows to Valuation Date
What?
You can now discount cashflows to the actual valuation date rather than using the default January 1st or mid-year adjustment convention. This enhancement aligns the timing of cashflows with the valuation process, ensuring more precise discounting.
Where?
This setting is available in the DCF section. Simply navigate to the Valuation menu item, click on the Change Parameters button, and select the desired option from the Adjustment Type dropdown.
Why does this matter?
Discounting cash flows to the actual valuation date enhances the accuracy of your analysis by reflecting the true timing of cash flows. This results in more precise valuation outputs and a more reliable assessment of company value.
4. Increased Flexibility for Your Beta Calculations
What?
We are soon introducing enhanced flexibility for calculating the beta per peer, allowing you to adjust key parameters to better tailor beta calculations to your specific valuation needs. Now, you can select the index, time horizon, and data frequency used in the beta calculation to achieve a more relevant and customized outcome.
Where?
Access these options in the Beta Calculation settings, where you can customize the index, time period (e.g., 1, 3, or 5 years), and data frequency (weekly or monthly).
Why does this matter?
This update enables you to conduct a beta analysis that better reflects specific market conditions and the unique risk profile of the company. By adjusting factors such as index, time frame, and frequency, you gain a more tailored and meaningful beta input, supporting valuations that align closely with your analytical goals.
5. Multiple Valuations Per Company
What?
You can now group or merge multiple valuations for the same company. Previously, every new valuation was treated as a separate company, making it difficult to link related analyses. This update allows you to associate multiple valuations with one company for a more integrated view.
Where?
This functionality is available in the Valuations list, where you can now group or merge valuations that belong to the same company.
Why does this matter?
Linking multiple valuations to the same company lets you track trends over time and gain deeper insights into performance. This streamlined approach enhances your ability to compare key metrics, improving overall analysis and decision-making.
6. Word Export With New Local Standards
What?
We’ve enhanced our Word export functionality by integrating support for new local standards. Now, when you export your valuation reports, you now have additional options of the IVSC (United Nations) global standard and APES 225 (Australia), ensuring your documents adhere to the appropriate guidelines.
Where?
This feature is accessible within the Word export settings. Simply select your preferred standard, when exporting your valuation reports.
Why does this matter?
By aligning your reports with the relevant local or international standards, you ensure compliance, accuracy, and professionalism in your documentation, making your valuations more credible and tailored to your jurisdictional requirements.
What’s Next?
We remain committed to continuous improvement, ensuring that our platform evolves with your needs. We encourage you to explore these new features and share your feedback, as it helps us deliver even more value. With exciting new features expected in May, please stay connected for future updates designed to further streamline your valuation process.
