Equitest
Equitest is a business valuation software that automates complex financial modeling to help you generate professional, audit-ready valuation reports for companies and startups in minutes.
PlanGuru
PlanGuru is a specialized budgeting and forecasting software designed to help you build detailed financial projections, manage cash flow, and perform sophisticated strategic planning for your business or clients.
Quick Comparison
| Feature | Equitest | PlanGuru |
|---|---|---|
| Website | equitest.com | planguru.com |
| Pricing Model | Subscription | Subscription |
| Starting Price | $49/month | $99/month |
| FREE Trial | ✓ 7 days free trial | ✓ 14 days free trial |
| Free Plan | ✘ No free plan | ✘ No free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 2021 | 1989 |
| Headquarters | Tel Aviv, Israel | White Plains, USA |
Overview
Equitest
Equitest is a cloud-based platform designed to simplify the often tedious process of business valuation. You can move away from manual spreadsheets and use automated workflows that handle Discounted Cash Flow (DCF), guideline public company multiples, and precedent transactions. The software guides you through data entry, performs the heavy mathematical lifting, and produces high-quality reports that are ready for stakeholders or internal review.
You can manage multiple valuations simultaneously, making it a practical choice for accounting firms, financial consultants, and startup founders. By centralizing your financial data and valuation methodologies, you ensure consistency across your reports while significantly reducing the time spent on manual calculations. It bridges the gap between complex financial theory and practical, everyday business needs.
PlanGuru
PlanGuru gives you the tools to move beyond basic spreadsheets and build sophisticated financial forecasts with ease. You can import data directly from your accounting system to create integrated balance sheets, income statements, and cash flow reports. The platform allows you to project up to 10 years into the future using over 20 different forecasting methods, helping you visualize long-term growth and potential financial hurdles before they arrive.
You can perform complex 'what-if' analyses to see how specific business decisions—like hiring new staff or taking out a loan—will impact your bottom line. Whether you are a small business owner, a non-profit leader, or an accountant managing multiple clients, the software provides the structure you need to make data-driven decisions. It eliminates the formula errors common in manual spreadsheets while providing professional-grade reporting for stakeholders and lenders.
Overview
Equitest Features
- Automated DCF Modeling Calculate intrinsic value using automated Discounted Cash Flow models that handle your projections and terminal value logic.
- Market Multiples Analysis Compare your target company against real-time market data from public peers to establish fair market value.
- Precedent Transactions Access historical M&A data to see what similar companies actually sold for in recent private and public deals.
- Professional Report Builder Generate comprehensive PDF valuation reports with your own branding to share directly with clients or investors.
- Scenario Analysis Toggle between optimistic, base, and pessimistic cases to see how different growth assumptions impact your final valuation.
- WACC Calculator Determine the appropriate discount rate for your analysis using built-in tools for calculating the Weighted Average Cost of Capital.
PlanGuru Features
- Integrated Financials. Automatically link your income statement, balance sheet, and cash flow statement so every change updates your entire model.
- Accounting Imports. Import your historical data directly from QuickBooks, Xero, or Excel to jumpstart your forecasting process without manual entry.
- What-If Analysis. Create multiple scenarios to test how different business decisions or market changes will affect your future financial health.
- Advanced Forecasting. Choose from over 20 pre-built forecasting methods to project revenue and expenses based on your specific business drivers.
- Professional Reporting. Generate board-ready reports and presentations that clearly communicate your financial story to partners, banks, or investors.
- Consolidated Reporting. Combine multiple business entities into a single consolidated forecast to manage complex organizational structures with ease.
Pricing Comparison
Equitest Pricing
- Unlimited valuation reports
- DCF and Market Multiples
- Precedent transactions access
- Custom branding on reports
- Export to PDF and Excel
- Priority email support
- Everything in Monthly, plus:
- Discounted annual rate
- Full year of data updates
- Advanced scenario modeling
- Multi-user collaboration
- Dedicated account manager
PlanGuru Pricing
- 1 Entity included
- Unlimited standard reports
- QuickBooks & Xero import
- Excel import utility
- Email & chat support
- Everything in Launch, plus:
- Advanced reporting add-in
- Engagement tool for accountants
- Consolidation features
- Priority technical support
Pros & Cons
Equitest
Pros
- Significantly reduces time spent on manual financial modeling
- Produces clean and professional reports for investors
- Intuitive step-by-step wizard for non-finance experts
- Regularly updated market data for accurate benchmarking
Cons
- Requires stable internet connection for cloud processing
- Limited customization for highly non-standard industries
- Learning curve for understanding specific valuation methodologies
PlanGuru
Pros
- Superior accuracy compared to manual Excel modeling
- Excellent integration with popular accounting software
- Detailed cash flow projections help prevent shortfalls
- Professional report templates save hours of formatting
- Responsive customer support team for technical issues
Cons
- Steep learning curve for non-financial users
- Interface feels dated compared to modern SaaS
- Initial setup requires significant time investment