Valutico Wraps Up the Year with 8 Powerful New Features
16 December 2024
Author: Alex Harris
Author: Alex Harris
Valutico | Dec 17 2024
We’re excited to announce the launch of eight new features now available on the Valutico platform. This update represents a significant leap forward in enhancing your valuation process with cutting-edge tools and improvements. Check out the new features below, and stay tuned for more exciting updates in our first release of 2025 coming early in the year.
What?
We’ve introduced a highly requested feature: custom PowerPoint template creation, enabling you to tailor presentation elements to align seamlessly with your brand and specific needs.
Where?
Access these customization options in the export section under the “Add Custom Template” button. Currently, you’ll have control over slide sequencing, visibility, fonts, and color schemes, with more functionalities planned in future updates.
Why does this matter?
This update simplifies the process of delivering valuations with a professional, personalized touch—especially valuable for client presentations.
What?
We’ve introduced a new adjustments feature within ValuPlan Plus, enabling users to account for extraordinary items that may distort historical earnings. By normalizing earnings, this feature ensures more accurate forecasts for Income Approach methods and allows for the application of market multiples to adjusted earnings under Market Approach methods. With this update, one-time items and non-operational expenses no longer skew valuations, leading to more reliable and precise outcomes.
Where?
Find these new adjustment options in the “Adjustments” tab within ValuPlan, where you can now modify income statement, cash flow, and balance sheet items.
Why does this matter?
This enhancement aligns with common financial reporting practice, helping users exclude non-operational or one-off items that can skew financial figures. By adjusting for extraordinary items, users gain a clearer view of a company’s true financial health, supporting more reliable valuations.
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?
We’ve introduced customizable templates for the Qualitative Assessment module, enabling users to streamline the process of assessing the qualitative factors that influence a company’s discount rate and cost of equity premium. With this update, clients can now create one or more templates to pre-fill the QA module with default values. Users can set up default parameters and weights for each question, and even modify these weights as needed. Additionally, the ability to remove or add specific questions allows for a more flexible and tailored assessment process.
Where?
You can access these customizable templates within the Qualitative Assessment module, where you can create, edit, and apply templates to your valuations. From here, you can adjust the default parameters to meet the specific needs of your analysis.
Why does this matter?
This new functionality provides a structured and repeatable approach to qualitative assessments, which contributes to more efficient and personalized valuations. Customizable templates also allow for tailored assessments for companies across different industries, ensuring that the criteria most relevant to each sector are always considered. This flexibility helps you maintain consistency, no matter the complexity of the analysis.
What?
We’ve streamlined how you can access the benchmarking figures, to provide a more focused and user-friendly experience. Now, instead of displaying all metrics at once, you can view one metric at a time, helping you concentrate on the details that matter most for each specific field.
Where?
Within the Financial Projections screen, you’ll now see a new button next to each row that supports benchmarking. Clicking this button opens a detailed view of the benchmarking data for that specific metric, allowing for a clearer comparison with the applied benchmarks.
Why does this matter?
This update simplifies the benchmarking process, reducing screen clutter and helping you stay focused on the most relevant data. By isolating each metric for comparison, you can more effectively assess how your projections align with industry benchmarks, leading to more insightful valuations.
What?
We’ve introduced a new feature that allows you to organize your valuations into folders in a simpler way. With this functionality, you can easily categorize and manage your valuations, making it easier to find and build upon previous work for the same company.
Where?
Access the new folder management system by clicking on the folder icon in the main menu. This will take you to a dedicated screen where you can view, sort, and manage all your valuations.
Why does this matter?
This new feature allows you to sort and group your valuations into folders, improving accessibility and organization. With these tools, you can quickly find past valuations, streamline your workflow, and easily build on existing work.
What?
We’ve added Co-pilot support for PDF uploads, allowing you to upload supporting documentation—such as a company presentation or project description—alongside the AI-generated company description from public sources.
Where?
You can now upload PDFs within the Co-Pilot interface when creating a new valuation.
Why does this matter?
This feature saves you time by automatically extracting key details from your uploaded documents, ensuring that your valuation is based on both public sources and any information you already have available in a document. By streamlining data entry, you can focus on refining the valuation, while our Co-Pilot handles the initial data gathering.
What?
We are excited to announce that Valutico’s report is now provided in a more user-friendly layout while fully consistent with NACVA guidelines. This new feature ensures that all valuation reports adhere to the highest industry standards whilst maintaining our improved design.
Where?
You can find this new feature in the export settings of the Valutico platform. Simply navigate to the export settings to generate NACVA-compliant reports.
Why does this matter?
This enhancement is crucial for professionals in NACVA countries, particularly the US. It ensures that your valuation reports are recognized and respected by industry peers.
What’s Next?
Our platform is constantly improving with each update, becoming more robust and aligned with your needs. Stay tuned for even more exciting and valuable enhancements coming in early 2025.
4.4 / 5
