VALUTICO
Financial research software
Financial services software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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What is VALUTICO
VALUTICO is a valuation software platform used to build, document, and deliver business and asset valuations. It supports valuation professionals and advisory teams with workflows for collecting inputs, applying valuation methods, and producing standardized reports for clients and internal review. The product emphasizes process standardization and collaboration across valuation engagements, rather than acting as a broad market-data terminal or news/research aggregation tool.
Valuation workflow standardization
The platform is designed around repeatable valuation engagements, helping teams structure inputs, assumptions, and outputs consistently across projects. This can reduce ad-hoc spreadsheet variation and improve internal reviewability. It is oriented to valuation deliverables and documentation rather than general-purpose financial research.
Reporting and documentation focus
VALUTICO centers on producing valuation reports and supporting workpapers that can be shared with stakeholders. This is useful for advisory contexts where audit trails, assumptions, and methodology explanations matter. The emphasis differs from research platforms that primarily surface third-party content and market intelligence.
Collaboration across engagements
The product supports multi-user work on valuation projects, which can help firms coordinate analysts, reviewers, and partners. Centralized project handling can improve handoffs and version control compared with email-based spreadsheet circulation. This aligns with professional services teams that run multiple concurrent valuations.
Not a market data terminal
VALUTICO is not primarily positioned as a comprehensive source of real-time market data, news, or broad company intelligence. Teams that need extensive datasets and research content typically rely on separate providers and then import or reference that information. This can add integration and data-reconciliation work.
Methodology depth varies by use
Valuation needs differ widely across industries and asset types, and some specialized models or niche methodologies may require customization outside standard workflows. Organizations with highly bespoke valuation approaches may still maintain parallel spreadsheet models. The fit depends on how closely the platform’s templates align with internal standards.
Integration details not always clear
For many buyers, the practical effort is in connecting data sources, CRM/document systems, and internal approval processes. Publicly available information may not fully specify supported integrations, APIs, or data connectors for all environments. As a result, implementation scoping may require vendor-led discovery and testing.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Valutico Platform (Full Valuation Suite) | Custom pricing — Contact sales / Request a demo | Full valuation suite (Valuation, DoneDiligence, Estimate, VDR) and modules (Eva AI, Forecast, ESG, Transactions). Pricing is not publicly listed on the official site. |
| ValuPlan Plus — Basic | Contact sales | Automated forecasting (valuation-relevant P&L, Balance Sheet & Cashflow). 'Basic' listed on product page; no public price. |
| ValuPlan Plus — Advanced | Contact sales | Integrated 3-statement model for in-depth valuation projects; no public price. |
| ValuPlan Plus — Cost By Function | Contact sales | Granular forecasting / modelling for complex needs; no public price. |
| ValutECO (ESG add-on) | $200 – $500 (launch add-on price) | ESG add-on requires Valutico subscription; ValutECO FAQ lists a launch add-on price between $200–$500 and states 100% of sales donated to World Land Trust. |
