If you are working on a valuation and need to include a transaction that is not publicly available or listed in Valutico’s databases, you can manually add it using the Custom Transaction feature.
Where to Add Custom Transactions
You have two options for adding a private or custom transaction:
From the Main Menu: Navigate to the Custom Transactions section from the main menu to manage all your custom entries centrally.
Within a Valuation Project:
While working inside a valuation, you can add a transaction directly from the Transactions tab. This allows you to seamlessly include relevant transactions in the context of your current project, without needing to leave the valuation flow.
To do this:
Go to the Transactions tab within your valuation.
In the top-right corner, just below “Advanced Search,” click
+ Custom Transaction.
This will open the Custom Transaction Creator, where you can input transaction details.
Information You Can Add
The following fields are available for input:
Date Announced
Company
Industry
Bidder Company
Target Company
Stake Acquired
Deal Value
EV/Sales
EV/EBITDA
EV/EBIT
P/E Ratio
Note: You don’t need to complete every field. If some data points are missing, you can leave those fields blank. However, the more complete the data, the better it will support your valuation analysis.
Final Step: Save Your Transaction
After entering the relevant information, click the Add Transaction button at the bottom of the form. The transaction will be added to your valuation and available for peer group selection and comparison.