Equitest - AI-Powered Business Valuation Platform

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Mar 18, 2024

Q: Hello, 1.

I want to understand this 16 companies limit. First of all why will someone need 16 valuation reports for single company, please give me a use case scenario

2. I try to find deals, so can I get a rough idea about valuation of startup in Tech or other sectors without printing any report, if there is something real happening then only I would like to print a report. I read somewhere you said, unlimited valuations are allowed in certain context

3. What type and size of companies can be valued with this tool and across which sectors, what type of information am I printing and how to use it?

4. Where are you based, team size and years in business?

5. What's your own background and experience in this business valuation field? What was the toughest assignment you handled where valuation accuracy became problem and why? How do you rectified or filled in the gap?

Thanks

Founder Team
Tamir_1

Tamir_1

May 20, 2024

A: The limit of 16 valuation reports for a single company serves various purposes, one of which includes tracking the company's valuation over time. Let's consider a scenario where an investor or a financial analyst wants to assess the growth trajectory of a company over 16 years or quarters. By conducting a valuation report each year or quarter, they can analyze the trends, understand the factors influencing the company's valuation, and make informed investment decisions accordingly. Additionally, having multiple valuation reports allows for comparison and benchmarking against industry standards or competitors' performance. It also provides a historical record that can be useful for regulatory compliance or legal purposes.

The ability to conduct unlimited valuations in certain contexts is indeed advantageous, especially for professionals involved in deal-making or investment scouting, like yourself. In your case, let's say you're scouting for potential startup investments in the tech sector. With the tool, you can quickly obtain rough valuation estimates for various startups without the need to generate formal reports. This capability streamlines your initial screening process, enabling you to focus on promising opportunities. Once you identify a startup with significant potential or when serious discussions about a deal arise, then you can delve deeper and produce a comprehensive valuation report to support your decision-making.

This valuation tool is versatile and applicable across companies of all sizes and sectors. Whether it's a small startup in the tech industry or a large corporation in manufacturing, the tool utilizes relevant financial data and industry benchmarks to derive accurate valuations. The type of information printed typically includes financial statements, market data, industry trends, and comparable company analysis. Users can leverage this information to assess the fair value of a company, understand its competitive positioning, and identify potential investment opportunities or risks.

Our team is based in Israel, operating since 2009. We have a dedicated team of professionals with expertise in finance, technology, and data analysis, ensuring the reliability and effectiveness of our valuation tool.

As for my background, I hold a Ph.D. in finance with extensive experience in business valuation. Throughout my career, I've encountered various challenging assignments where valuation accuracy was paramount. One such instance involved valuing a complex conglomerate undergoing a significant restructuring process. The diverse nature of its business segments and the lack of transparent financial data posed significant challenges in accurately assessing its value. To address this, we employed advanced valuation methodologies, conducted in-depth industry research, and collaborated closely with industry experts to triangulate our findings. By integrating multiple perspectives and refining our analysis iteratively, we were able to overcome the valuation accuracy issues and deliver a robust valuation report to our clients. Additionally, it's worth mentioning that we are the only valuation software that offers a guarantee - if our users encounter difficulties in conducting a valuation using our software, we provide personalized assistance to ensure the valuation is completed accurately.

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Verified purchaser

Great! So what will be inputs I need to do valuation through this tool. Am I dependent on management of particular startup, business division or conglomerate for data and if yes, what type of data I need to ask from them and what can I get in public domain via internet. Will it be geography agnostic, I live and work in USA.

What valuation methods are covered?

Are there any pre-made templates in terms if best practices in sector to start or for benchmark purposes.

Can't it be possible for you to allow n number of reports for single company as one use, in other words 16 different/separate companies are allowed.

Will it give some final signals in reports like good valuation, bad, poor or something similar or whether invest/pass etc.
Thanks

Founder

To conduct a valuation using our tool, you'll need various inputs, some of which may require collaboration with the management of the particular entity being valued. However, you're not entirely dependent on them, as there's a plethora of data available in the public domain via the internet. The type of data you'd typically need includes financial statements (income statement, balance sheet, cash flow statement), operational metrics, market data (industry benchmarks, comparable company analysis), growth projections, and other relevant information specific to the industry or sector.
Our valuation tool is designed to be geography-agnostic, so whether you're based in the USA or any other country, you can effectively utilize it for valuing companies across different regions.
As for valuation methods, our tool covers a wide range of methodologies including discounted cash flow (DCF), comparable company analysis, asset-based valuation, and more. These methods are carefully chosen to ensure comprehensive coverage and accuracy in determining the fair value of the entity being valued.
We provide pre-made templates based on best practices in various sectors to facilitate the valuation process. These templates serve as a starting point or benchmark, guiding users through the valuation process and ensuring consistency and alignment with industry standards.
While our tool currently limits the number of reports for a single company to 16, it's worth noting that each report can encompass a different/separate company. However, if you require additional reports for a single company, our team is here to support you. We offer personalized assistance and guidance to ensure your valuation needs are met, making your investment decision-making process risk-free.
Regarding the final signals in the reports, our tool provides comprehensive analysis and insights, but it does not explicitly label valuations as "good," "bad," or "poor." Instead, it offers objective data-driven assessments along with key findings and recommendations, empowering you to make informed decisions about whether to invest or pass on a particular opportunity.
In summary, by purchasing the deal, you're gaining access to a risk-free valuation tool backed by our team's support and expertise. Should you require assistance or guidance with any aspect of the valuation process, rest assured that you're covered by our dedicated team.

Verified purchaser

Great. One last question, I understand some information to do valuation may be needed from management and other may be present in public domain which can be found through internet. So do I need to look at your templates and then start searching for this information on my own from internet, or is there some way that your tool will fetch information from internet and populate template automatically.

Thanks

Regarding the "financial statements (income statement, balance sheet, cash flow statement), operational metrics, market data (industry benchmarks, comparable company analysis), growth projections" ... in which format(s) the tool will accept as input (PDF, multi-sheets Excel file, PowerPoint, etc)? Can please explain how these information and documents are feed into the tool - a simple drag-and-drop like ChatGPT-4, or there is going to be specific process to follow to upload each of the documents? Can give examples of the required "operational metrics" - will the tool not calculate the metics based on the documents provided/uploaded?