Introduction
Valuation experts adjust valuation multiples with discounts to reflect the unique factors of a company, such as its marketability and specific risks, compared to benchmark companies.
Valutico’s Qualitative Assessment Co-Pilot further streamlines this process by suggesting risk scores based on industry data, thus impacting the Cost of Equity and Discounts to Trading Multiples, enhancing efficiency and accuracy.
How to Access the Co-Pilot Qualitative Assessment
Navigate to the Qualitative Assessment Screen
Access the Qualitative Assessment within a valuation.
Ensure Co-Pilot is Activated
The Co-Pilot feature is automatically activated. This should be indicated by a status panel on the screen. Co-Pilot is also accessible by the icon on the top right of the screen.
Select “Retrieve Data From Public Sources”
In the Co-Pilot panel, click on the option labeled “Retrieve Data From Public Sources” for Co-Pilot to update the Qualitative Assessment with up to date industry data.
Wait for the Screen to Update
The Qualitative Assessment screen will refresh to display the latest industry data, along with the rationale behind the Co-Pilot's outcomes.
