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My Valutico - Custom Marketplace Setup & Configuration

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Introduction

MyValutico is Valutico's lead generation and valuation automation tool, designed to simplify the valuation process for both business owners and valuation service providers. By embedding the MyValutico widget into a website, you can capture qualified leads and provide instant, branded valuation insights in minutes.

Business owners complete a guided questionnaire with 22 essential questions, receiving an indicative valuation report in just 10–15 minutes. Their responses are automatically sent to valuation providers as structured leads, helping you convert interest into opportunities quickly and professionally.

Key Functionalities

Custom Templates

Select from predefined templates that align with your valuation approach. These templates originate from the Qualitative Assessment module and allow for structured evaluation of non-financial factors.
View Custom Templates


Indicative Report Exports

Generate reports in PowerPoint format. Exported files reflect both the selected valuation methods and your custom branding. Export templates are based on the Export Reports module and support consistency in client-facing outputs.

Email Template Customisation

Edit and personalise outgoing emails used to share valuation results by modifying the subject line and body text, setting a custom sender name and reply-to address, and adjusting the confirmation and follow-up messages to better suit your communication style and branding.



Getting Started: How to Set Up My Valutico

Access My Valutico Settings

  • Log into your Valutico account.

  • Click the MyValutico icon located in the main navigation bar on the left.

  • This will open the MyValutico module where you can manage settings, templates, and customisation options.

Platform Settings Page

Configure where and how the MyValutico questionnaire is hosted and embedded on your website, including URLs, contact details, and privacy settings.

Field

Description

MyValutico Name

This name appears in all messages sent to clients after they complete the questionnaire.

Use your name or your company’s name.

Website URL

Enter the full URL (Page on your website) where the valuation questionnaire will be embedded.

Embed URL

The Embed URL for the questionnaire is generated automatically by the platform, no need to enter it manually. If a developer assisted with your setup, they can help you locate the link if needed.

Privacy URL

A link to your privacy policy page.

Mailing Address

Used in the footer of our client-facing emails.

Questionnaire Settings

Control the structure, content, and appearance of your questionnaire, from templates and valuation methods to client emails and branding.

Select a Questionnaire Template

  • Choose a My Valutico template (powered by the Qualitative Assessment module).

  • To update the template, visit the Qualitative Assessment module from within a any existing valuation.

Select Indicative Report

  • Choose a preferred export from the Export Reports module.

  • This report is automatically sent to clients upon questionnaire completion.

Include These Fields

  • Tailor the form to capture key business data. You can include:

    • Name – For personalizing client communications

    • Company Name – Ensures accuracy in valuation reports

    • EBITDA/EBIT – Critical metrics for assessing profitability

    • Preferred Valuation Methods – Such as EV/Sales, EV/EBITDA, EV/EBIT​


Brand Colors

  • Customise the appearance of:

    • Titles

    • Buttons

    • Sliders

    to reflect your brand identity.

Phone Number Field

  • Choose whether this should be:

    • Required

    • Optional

    • Hidden

Customise Client Emails

Write a personalised email that clients will receive after submitting the questionnaire. Tailor it to your tone of voice, brand, or include specific next steps.


Want to support more than one language?
Use the multilingual email sections to provide local-language versions of your message.

Note: You must have access rights enabled for My Valutico.
Please contact our support team at [email protected] if the feature is not visible in your profile settings.

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