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.
ValuSource
ValuSource provides a comprehensive suite of business valuation software and data designed to help financial professionals perform accurate, standardized, and defensible company appraisals and financial analyses.
Quick Comparison
| Feature | Equitest | ValuSource |
|---|---|---|
| Website | equitest.com | valusource.com |
| Pricing Model | Subscription | Subscription |
| Starting Price | $49/month | Custom Pricing |
| FREE Trial | ✓ 7 days free trial | ✘ No 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 | 1986 |
| Headquarters | Tel Aviv, Israel | Colorado Springs, 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.
ValuSource
ValuSource provides you with a specialized ecosystem for business valuation, offering both standalone applications and Excel-based tools. You can automate the most time-consuming parts of the appraisal process, from data gathering and financial analysis to final report generation. The platform integrates directly with major valuation databases, allowing you to pull essential market data without leaving your workflow.
Whether you are a CPA, a professional appraiser, or an investment banker, you can use these tools to ensure your valuations are consistent and mathematically sound. The software guides you through standardized methodologies, helping you produce professional reports that stand up to scrutiny from the IRS or in litigation scenarios. It effectively bridges the gap between raw financial data and polished, defensible valuation conclusions.
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.
ValuSource Features
- Excel-Based Integration. Perform your valuations within the familiar environment of Excel while using pre-built, protected formulas to ensure calculation accuracy.
- Automated Report Writer. Generate comprehensive, professional valuation reports in Word that automatically update when your underlying financial data changes.
- Integrated Data Access. Access essential valuation databases like BIZCOMPS and Pratt’s Stats directly through the software to streamline your market research.
- Standardized Methodologies. Follow established valuation approaches including asset, income, and market methods to ensure your work meets professional standards.
- Financial Benchmarking. Compare your subject company against industry peers using integrated RMA and IRS corporate banking data for better context.
- Quality Control Checks. Utilize built-in diagnostic tools to catch mathematical errors and inconsistencies before you finalize your valuation report.
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
ValuSource Pricing
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
ValuSource
Pros
- Deep integration with Microsoft Excel for flexible analysis
- Significant time savings on report writing and formatting
- Direct access to high-quality industry benchmarking data
- Standardized templates reduce the risk of calculation errors
Cons
- Initial learning curve for complex reporting features
- Pricing can be high for occasional valuation users
- Interface feels dated compared to modern web apps