All Valutico Reviews
1-25 of 31 Reviews
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Frank
Verified reviewer
Financial Services, 2-10 employees
Used monthly for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed March 2024
Terrific tool for investment banking
Since starting to work with Valutico in 2021, we have had only the best service experiences with their staff.
PROSAs part of investment banking projects, we develop valuations to help clients plan transaction negotiations. Valutico makes it easy for our analysts and bankers to create thoughtful, efficient valuation analyses and export attractive graphical summaries of their work.
CONSNo complaints about the software or service. We really like it.
Ben
Banking, 2-10 employees
Used daily for less than 12 months
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
3
Reviewed February 2024
Valutico Review
The positives far outweigh the negatives
PROSThe similar transactions feature when looking for comparable transactions is very helpful
CONSNot being able to see the multiple of a transaction until it is added to my transaction list
Reasons for switching to Valutico
Cost was unjustifiable as valuticos price point was much better
YAMIL
Financial Services, 2-10 employees
Used monthly for less than 12 months
OVERALL RATING:
1
EASE OF USE
1
VALUE FOR MONEY
1
CUSTOMER SUPPORT
4
FUNCTIONALITY
1
Reviewed January 2024
Not useful
I did not like it. 6.000USD thrown away.
PROSNothing. Reports does not provide anything that can be used, unless you edit the whole thing and spend more time than starting from your own templates.
CONSCompanies are limited. No NAICS code selection. 20+ valuation methods which by any standard is unnaceptable.
Christopher
Accounting, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed January 2024
Keep up the good work
It has been a very pleasent surprise and keeps developing new tools
PROSThe personalized customer support and attention that your team provides to us. Thanks for everything Sebastian!
CONSThat you don't help us to estimate the Fair Value of debt instruments... please try to get some of that i am sure that S&P could provide data of interest rates nd value of debt instruments
Reason for choosing Valutico
Best value for money, DCF and transactions approach besides the classic multiples from public comparables
Reasons for switching to Valutico
Pricing, more features (DCF), EMIS data and customer support
Giovanni
Accounting, 2-10 employees
Used weekly for less than 2 years
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed February 2024
Valutico: a great support!
It is a well-designed, intuitive software. Very useful that the informaizons are taken from S&P Capital IQ, with the possibility of citing it among the sources. The ability to customize some data and simulate different scenarios is excellent.
CONSThe Business Plan part is a bit oversimplified and insert guidance to better manage the qualitative section. I would also insert an automatic suggestion about potential peers in the early stage.
Alberto
Financial Services, 11-50 employees
Used monthly for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed February 2024
A must have platform for equity valuation
Valutico is a robust and easy to use valuation platform. A must have for equity appraisals
PROSFinancial data provided through the platform - vast valuation models available - user friendly platform - ESG features related to cost of capital calculation - peers analysis
CONSSharing of results quite difficult - poor integration with excel for financial modeling purposed
Marco
Accounting, 11-50 employees
Used weekly for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed December 2023
UHY Review
The quality of the data used for the benchmark
CONSI like the usability and the quality of resulta of the evaluation models
Michael
Accounting, 2-10 employees
Used monthly for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed January 2024
Liked the service
Very positive. We highly recommend them
PROSVery professional to work with. Addressed our issues quickly. Valutico is focused on the user and their needs!
CONSNothing comes to mind. We were pleased overall
George
Management Consulting, 2-10 employees
Used monthly for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed February 2024
Usign Valutico for Tech Company Valuations
Data from established databases, ease of use, intuitive UI/UX
CONSLicense cost for someone that is not a frequent user, as a cost per valuation would in our case make much more sense
Jessy
Investment Management, 2-10 employees
Used monthly for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed March 2024
Valutico VS Excel; time well saved
By using the Valutico Excel template sheet, it is easy to upload a business plan. Once uploaded to Valutico, valuations are a breeze. If you have your dataset right, it is such a relief knowing that Valutico does the valuation and thus minimizing small but impactful mistakes. Valutico allows us to focus on where we add value for our investors.
CONSAlthough I understand this is a danger zone, extra tools for private company analysis and/or valuation would be beneficial.
Cesare
Financial Services, 2-10 employees
Used weekly for less than 6 months
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed February 2024
Reviewwwwww
It allows you to deliver impactful and (almost) bullet-proof documents. I just recommend to add another valuation methodology: DCF with Terminal Value calculated not through GG perpetuity buth through EV and Equity multiples.
PROSI like having a full centralized dataset of transaction and market data provided by several illustrious suppliers which are usually unaccessible due to their cost as it strenghtens the assumptions made while interacting with a counterparty. Also, the possibility to build business plans and consequential valuation, with no forecasted company data at all, relying on industry benchmarks.
CONSValuation range is usually really broad when adopting multiple methods and it needs high focus and knowledge in understanding what to choose and what to avoid. Anyway, I think it is a necessary condition otherwise anyone could be an analyst. :)
Reason for choosing Valutico
Way less expensive and useful due to its dinamicity and "story-line" feature.
Davide
Management Consulting, 2-10 employees
Used weekly for less than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
4
FUNCTIONALITY
5
Reviewed February 2024
Strumento ad alto impatto
Ho risparmiato il 70% di tempi di elaborazione di una valutazione , ho abbattuto i costi del 90%
PROSAlimentazioen con approccio scentifico dei dati di valutazione
CONSprice , would bi perfect if less price but i understand the substainable procedure is different from my wishes
Paul
Accounting, 51-200 employees
Used monthly for more than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed May 2023
Valutico for medium sized practitioners
Excellent product for a mid-sized practitioner trying to obtain quality live data to undergo valuations.
PROSValutico is an easy to use product with a good pricing point and great customer support. The availability of an extensive range of live data points from numerous business sectors and geographical locations has really enhanced the efficiency of our valuation work.
CONSIt would be useful if it could synchronise with accounting software such as CCH, Sage, Xero.
Francesco
Financial Services, 11-50 employees
Used weekly for less than 2 years
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed January 2024
PP Group review
flexibility, wealth of data, ease and speed of use
CONSdidn't really try to customize valuation report yet so I cannot say
Anonymous
2-10 employees
Used weekly for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed May 2023
Valoración muy buena
La calidad de atencion y el profesionalismo
CONSNada, estoy completamente a gusto con todo lo que he recibido
Anonymous
51-200 employees
Used weekly for less than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed May 2023
Valutico
La diversidad y calidad de sus servicios
CONSLa implementacion y capacitacion puede ser un poco tediosa
JON ANDER
Investment Management, 11-50 employees
Used monthly for less than 2 years
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
3
Reviewed February 2024
Fast valuation references at an affordable price
Obtains real time data from providers like Capital IQ. Really ease to use platform. Fast valuation references with different valution methodologies. Affordable in comparison to the top tier financial information platforms.
CONSPlenty of transactions with no multiples. No capacity to change forecasting formulas or personalize financial models. Really simple financial models.
Niklas
Financial Services, 11-50 employees
Used weekly for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed July 2023
Embracing Valuation Precision
In conclusion, my overall experience with Valutico has been largely positive. The software brings a level of accuracy and efficiency that is unparalleled in the market.
PROSMy overall experience with Valutico has been truly transformative. This valuation software stands out for its combination of precision and user-friendly interface. It harnesses the power of data and analytics to create a seamless, streamlined valuation process.
CONSnone - since this review tool forces me to answer: Maybe some of the presentation outputs can be optimized but that is minor...
Anonymous
2-10 employees
Used monthly for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed July 2021
Powerful addition to my M&A toolkit
It allows my consulting practice to offer a more in depth counsel on M&A before having to route my clients to a banker and give us both a very good foundation in a very short time. Onboarding was simple and the support chatbot solves the occasional tech issue rapidly enough
PROSFor users like me who don't perform valuation very often it provides enough guidance where needed to remain on track with best practices, without removing my ability to tailor the approach and impart professional judgment. Automated reports save a ton of time and the inclusion of market data with full transparency gives my clients confidence in the inputs
CONSIdeally an Excel export would be great, there are times where I'd like to continue my work in Excel rather than on the platform itself
Vendor Response
Thank you for your review
Replied July 2021
Nicola
Accounting, 11-50 employees
Used weekly for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
FUNCTIONALITY
5
Reviewed January 2024
Valutico's review
the most likely is the final output, very impressive for the client
CONSI think that it could be the data set, not too easy to implement
Phil
Accounting, 11-50 employees
Used weekly for less than 6 months
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed January 2024
Breeze Corporate Finance Review
We have used the product multiple times already and have found that it provides clients with the comfort that their companies are likely to be valued a a price that is of interest to them. It provides significant detail where required for the clients. Provides us with a comprehensive comparison against our other research within the sector.
CONSThe 4:3 documents are not the most visually appealing.
Francescopaolo
Financial Services, 10,000+ employees
Used monthly for less than 2 years
OVERALL RATING:
4
EASE OF USE
4
FUNCTIONALITY
4
Reviewed January 2024
Valutico - Risk Management
Valutico provides data for comparables multiples. I find this very useful.
CONSSometimes some multiple is missing and it would be a good enhancement to prompt response on the rationales behind missing multiples.
Anonymous
11-50 employees
Used monthly for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed May 2023
External valuation tool
+ very easy to use, to take in hand+ access to a wide range of valuation methods and peers data+ based on the description of the compagny (sectors...) the system proposes a list of potential peers and transactions to help you to refine the selection
CONSNone, the team/CRM/help desk assist when necessary
Pier Paolo
Financial Services, 11-50 employees
Used weekly for less than 6 months
OVERALL RATING:
4
EASE OF USE
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed February 2024
Save your time
New PPT reports have a good design and are editable. ESG questions are useful with clients. It saves you a lot of time in valuation's analysis and reports.
CONSIt could be misleading for SME valuations in the private markets. However, if used with intelligence and the right integration, it can be helpful.
Uma Nandan
Capital Markets, 11-50 employees
Used weekly for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed February 2024
Simplying Private Equity Valuations
Able to get a range of values to allow management to better understand the investments they have made. This is a useful tool for decision making.
CONSAs I often deal with private companies, it is difficult to find comparative information as competitors are often also private companies.