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Create a Valuation

Valutico enables users to efficiently perform company valuations through a structured step-by-step process. This guide provides a comprehensive walkthrough of how to create a private company valuation on the platform.
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Accessing the Private Company Valuation Workflow

  1. Navigate to the Valutico Dashboard
    Go to the Tools section from your main dashboard.
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  2. Click 'Create Valuation'
    Click the Create Valuation button to initiate the process of creating a new valuation.
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The workflow consists of 5 steps:

Step 1 - Company Name

  1. Provide the company's name.

    Start typing in the Company Name field. A search dropdown appears with matching companies.

  2. Select a match from the dropdown

    Each result shows whether it's a Public company (with ticker, country, and industry) or a Private company. Or simply type the name manually and continue if there is no match.

  3. Add the Company Website (optional)

    You can also enter the company's website in the Company Website field. This helps improve automated data extraction in later steps.

The system automatically identifies the company as public or private based on your selection, and adjusts the rest of the workflow accordingly.

Step 2 - Upload Relevant Documents for Your Valuation

At this step, you can upload documents that support your valuation.
These may include:

  • Supported formats: PDF and Excel

  • File limits: up to 5 files, 4MB per file, 10MB total, maximum 300 pages per PDF

  • Examples: Company Presentation, Pitch Deck, Financial Estimates

How to Upload Documents

  1. Drag and Drop Files
    Drag your files directly into the upload box.
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  2. Browse and Select Files
    Alternatively, click the upload box to browse and select files from your computer.
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Note: Uploading documents is optional but can simplify the valuation process. Uploaded documents are linked to the valuation and can be referenced in subsequent steps, including Qualitative Assessment and Forecast.

Step 3 - Company Description

Valutico offers an AI-powered assistant, Eva AI, to help populate the company description. You have two options:

  1. Retrieve Data from Public Sources & Uploaded Documents
    The AI will fetch company details automatically from publicly available information and uploaded documents.
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  2. Enter Data Manually
    You can input the company description yourself for greater accuracy and control.


​Eva AI Considerations

  • While retrieving data from public sources can save time, the AI might occasionally pull outdated or incorrect details. It's essential to verify the accuracy of the information before proceeding.
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  • For private companies with limited publicly available data, entering the description manually ensures that key business aspects are accurately reflected.

Step 4 - Adding Additional Company Information

In this step, you’ll be asked to provide key details about the company. This information will help refine the valuation process and is necessary for financial modeling and peer comparison.

If you used Eva AI to retrieve data from public sources in Step 3, several of the fields below may already be pre-filled. Review these for accuracy before continuing, as Eva AI can occasionally pull outdated or incorrect details.

You can also access Eva AI directly from this step wherever the Eva AI icon is shown, to fetch or refresh field data.

Fields to Complete

  1. Location of Head Office
    Select the country where the company is headquartered.
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  2. Industry
    Search for or browse the relevant industry classification. This helps with benchmarking and selecting appropriate valuation peers.
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  3. Last Annual Revenues
    Enter the most recent annual revenue figure. For public companies, this field is automatically pre-populated.

    • Currency: The currency can be adjusted from the dropdown menu.
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  4. Maturity
    Select the company’s stage of growth (e.g., Startup, Growth, Mature). This is useful for applying appropriate methods and risk factors in valuation. If the company was identified as public in Step 1, this field automatically sets to "Mature: Public."
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  5. Similar Peers
    Search for publicly traded companies that operate in the same industry. Peer comparison is crucial for using multiples-based valuation methods.
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  6. Valuation Date
    Set the specific date for the valuation.

    • If the "Keep updated" toggle is enabled, the valuation will automatically refresh with the latest available data.
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  7. Last Actual Year-End
    Specify the last completed financial year for accurate data input. The default selection is set to December 2025.

Tip: Ensure the revenue and industry classification are accurate to improve the reliability of peer comparisons and valuation outcomes.

Step 5: Selecting Valuation Type

In this final step, you’ll define the purpose of the valuation and provide any relevant notes for future reference. This step helps categorize the valuation for better record-keeping.

Selecting the Type of Valuation Project
You can choose from a range of valuation purposes, including:

  • Mergers & Acquisitions (M&A)

    • Sell Side: Valuation for companies looking to be acquired.

    • Buy Side: Valuation for investors or companies seeking acquisitions.
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  • Financing & Investment

    • Equity Financing: Valuation for raising funds through equity issuance.

    • Debt Financing: Assessment for securing loans or debt instruments.
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  • Corporate & Strategic Use

    • Investor Relations: Valuation for investor communications.

    • Strategic Planning: Business valuation for internal strategy development.

    • Portfolio Valuation: Used by investment firms to assess their holdings.
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  • Regulatory & Compliance Needs

    • Regulatory Compliance: Ensures valuations meet financial or industry regulations.

    • Tax Purposes: Valuations required for taxation reporting.

    • Insurance Purposes: Used for insured asset valuation.
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  • Legal & Dispute Resolutions

    • Litigation Support: Valuation for legal proceedings.

    • Succession, Inheritance, and Estate Planning: Used for wealth transfer planning.

    • Divorce Settlements: Valuations to assess asset division in divorces.

    • Shareholder Disputes: Assessing business value in ownership disagreements.
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  • Accounting & Financial Reporting

    • Financial Reporting: Valuation required for accounting statements.

    • Purchase Price Allocation (PPA): Used in M&A to allocate the purchase price among assets and liabilities.

    • Impairment Testing: Assessing asset write-downs for accounting compliance.

    • Employee Stock Ownership Plan (ESOP): Valuation for employee stock compensation plans.
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  • Exit & Liquidation

    • Bankruptcy: Valuation for insolvency proceedings.

    • Liquidation: Assessing asset values in business closures.
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  • Specialized Valuations

    • Intellectual Property Valuation: Assessment of patents, trademarks, and proprietary technology.
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  • Other

    • Unspecified: For cases where no specific category applies.

    • Other: Allows users to manually define a custom valuation purpose.
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Adding Notes for the Valuation

You can enter detailed notes to document the reasoning behind the valuation. This helps maintain clarity and consistency when revisiting the valuation later.
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Finalising the Valuation

Once all selections are made, click "Create Valuation" to complete the setup. This will generate the valuation model based on the inputs provided.

Note: Once the valuation is generated, review the outputs. You can update the company's information under the Company Details section.

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