Valutico

Valutico is a finance platform for valuation and transaction work, with forecasting and diligence alongside its core valuation tools. It suits corporate finance, M&A, advisory, investment, and banking teams best. Its breadth is useful, but teams needing a comprehensive integrated forecast model will need Forecast Plus.

Overview

Valutico brings market data, modelling, benchmarking, and reporting together for valuation work. It cites data from 1.1M+ deals and 53K+ comparable companies, a substantial base for benchmarking. Its report builder generates valuation reports in a preferred format and style, helping teams turn analysis into a deliverable.

Diligence extends the platform into transaction documents: it helps identify gaps and red flags, organize workflows, and prepare reports and deal materials. Founded in 2017, the company traces its origins to Vienna.

Key features

Valuation and reporting

Configurable valuation methods give teams room to adapt their valuation approach, while professional reports and automated report generation support repeatable work. This combination is most compelling for teams that regularly prepare valuations and deal-ready reporting; it is less relevant if the main need is a standalone forecasting tool.

Forecasting and Excel

Forecast Plus builds projections for income statements, cash flow, balance sheets, and supporting schedules from historical financials, industry benchmarks, and user assumptions. Excel integration is among its capabilities. The distinction between plans matters: the Basic Plan does not provide a comprehensive integrated three-statement model, and Advanced, Cost by Function, and Cost by Type templates require Forecast Plus. Teams evaluating Valutico primarily for modelling should treat those requirements as central to the decision.

Diligence, API, and data protection

Diligence supports document analysis, gap and red-flag identification, structured workflows, and preparation of deal materials. API access can integrate selected valuation capabilities or the valuation engine into other systems. Valutico says it encrypts customer data in transit and at rest, does not share uploaded data with third-party LLM providers or use it to train underlying AI models, and adheres to GDPR and other applicable global privacy standards. It says data servers and personal information use DigitalOcean’s Frankfurt data center, while the financial database is hosted on Hetzner without personal information.

Pricing

Valutico is a paid product with custom pricing. It also offers free access to create a virtual data room or launch Diligence, priced at free. That makes it possible to begin with those deal-workflow functions without a stated charge, but the free access does not establish a numeric usage cap or a trial duration. Valutico also offers a free trial; no trial length or paid-plan prices are stated here, so buyers should request a quote to assess the full platform’s cost.

Professional services include one-to-one consultations, valuation reviews, full valuations, and platform training. These can suit teams that want expert support alongside the software, though they are services rather than a substitute for clarifying the platform’s custom pricing.

Platforms

Valutico supports web and API access. Users need a computer, browser, and internet connection; Safari, Chrome, and Firefox are recommended, while Internet Explorer is not optimized. API access is particularly relevant to teams integrating valuation functionality into other systems; browser access covers teams working directly in the platform.

Who it's for

Valutico identifies corporate finance and M&A teams, accounting, audit and tax advisers, private equity and investment teams, and banks as intended users. It is a stronger fit when valuation, benchmarking, reporting, and diligence need to sit in a finance-oriented workflow. It is a weaker fit for a team whose central requirement is comprehensive integrated forecasting but that does not plan to use Forecast Plus.

Pros and cons

Pros: Valuation methods are configurable, and the platform combines benchmarking with automated report generation, supporting a workflow from analysis to reporting.

Pros: Diligence adds transaction-document review and structured deal workflows, while API access allows valuation features to be integrated elsewhere.

Pros: Free access to a data room or Diligence offers a way to start with deal workflows, and Valutico states that uploaded data is not used to train underlying AI models.

Cons: Comprehensive integrated three-statement forecasting is not part of the Basic Plan; the advanced templates require Forecast Plus.

Cons: Custom pricing and free-access terms without stated numeric limits or trial duration make it harder to assess the full platform’s cost and scope before contacting the company.

Alternatives

Financial Modeling Software is the broader category to browse if you want to compare tools around modelling needs rather than Valutico’s valuation-and-deal focus.

Uniflow is a more transparent starting point for a smaller forecast: its free plan has no time limit and includes a six-month forecast, one revenue stream, one scenario, and monthly sync.

LivePlan may suit a team seeking a defined subscription, with Standard at $20 a month for one active company, five contributors, and unlimited guests; it has no free plan or trial.

ModelTree is another paid option with a free trial and web and Windows support.

PlanGuru is a fit to consider for budget and forecasting use with published annual-billing entry terms: Single Entity costs $83 a month and includes one user, five years of actual results, and ten years of budgeting and forecasting.

Quantrix is an alternative for teams considering API, web, desktop, or self-hosted deployment; it offers a free trial, with Qloud pricing available by request.

Adlega may suit founders seeking a free financial-model starting point: its free plan includes one model, core forecasts, MRR and runway, 15 tokens per month, and a read-only share link.

Financial Modelling Pro is another browser-based freemium choice; its free plan includes one project, browser-local saving, 17 sector templates, watermarked PDF export, and 20 Sammy messages per month.

Verdict

Choose Valutico if your finance team needs configurable valuation work linked to benchmarking, reporting, and transaction diligence, especially if API access or professional support matters. Look elsewhere if comprehensive integrated forecasting is the main requirement and Forecast Plus is not in scope, or if you need clear paid-plan pricing before engaging with the vendor.