Investment-grade valuations, drafted in minutes.
Valuxe runs DCF, comparables, asset-based, and 20+ other methods grounded in the financials you upload. Your analysts keep judgment, we cut the modelling time.
Trusted by boutique M&A and valuation firms
- Finstreet Capital
- Halpern & Co.
- Northgate Partners
- Aragon Valuations
- Crestmont M&A
- Bishopsgate Advisors
Features
Everything a valuation firm needs. Nothing it doesn’t.
Valuxe replaces the half-dozen Excel templates, OCR tools, and PowerPoint cover pages your team copy-pastes between every engagement.
Grounded AI engine
Every step (DCF, comps, asset-based, LBO, summary) cites the financials you uploaded — not the model's training data. Backed by AWS Bedrock.
OCR + 47-point data collection
Upload a P&L PDF, Textract extracts the line items, the AI references them in its analysis. No more retyping balance sheets into Excel.
20+ valuation methods
Income, market, and asset-based families — DCF (WACC/APV), trading comps, precedent transactions, LBO, Berkus, Sum-of-Parts, and more.
Multi-tenant with RBAC
Five roles, granular permissions, four-eyes approval, full audit trail. Built for firms, not single users.
Approval workflow
Analyst drafts, reviewer signs off, client sees only the approved version through a white-labelled portal. Compliance happy.
Branded reports
Cover page, charts, sensitivity matrices, and assumption tables in your firm's logo and colours. Export PDF, DOCX, or XLSX.
How it works
From PDF to signed-off valuation in three steps.
1. Upload your data
Drag-drop the target company's financials — P&L, balance sheet, cash flow, cap table. We OCR PDFs and extract structured tables. You can also enter values manually.
2. AI runs your methodology
Pick a template (M&A buy-side, PE portfolio, SaaS, startup) or build your own. The AI executes each step — DCF, comps, sensitivities — citing your numbers, with confidence scores.
3. Review, approve, deliver
A reviewer signs off (four-eyes principle), the client sees the approved version in a branded portal, and you export a PDF, DOCX, or XLSX in your firm's livery.
Use cases
One platform. Every valuation context.
Pre-built templates wire the right methods to the right job. Or build your own and reuse it across every engagement.
M&A buy-side
Valuation ranges for target screening, comps benchmarking, and bid justification — typically before management presentations.
M&A sell-side
Defensive valuation memos and confidential information memoranda. Approval workflow keeps junior bankers from emailing draft numbers.
PE portfolio
Quarterly fair-value marks across portfolio companies. Cap-table waterfall + LBO models with the same auditable trail every period.
Startup fundraising
Berkus, VC method, First Chicago, scenario-weighted DCF. Founder-friendly outputs without the seed-round price guesswork.
Tax & estate
Defensible 409A and probate valuations. Asset-based + income blends with normalisation evidence built into every report.
New product valuation
Real-options and scenario-tree analyses for go/no-go decisions on new ventures, R&D programs, or product line extensions.
Pricing
Simple, predictable plans.
14-day Professional trial on every signup. No credit card required. Cancel anytime.
Starter
For solo analysts and small advisory teams getting started with AI-assisted valuations.
- 5 valuations / month
- 3 templates
- 2 users
- PDF + DOCX reports
- Email support
Professional
For growing boutiques running multiple deals concurrently with full approval workflow.
- 50 valuations / month
- Unlimited templates
- 10 users + RBAC
- All export formats (PDF / DOCX / XLSX)
- Client portal with your branding
- Approval workflow & audit trail
- Priority support
Enterprise
For investment banks, PE firms, and consultancies with SSO, custom integrations, and SLAs.
- Unlimited valuations + users
- SAML SSO + 2FA enforcement
- Hide “Powered by Valuxe” footer
- QuickBooks / Xero integration
- Dedicated CSM + SLA
- On-premise deployment available
What our customers say
Boutique advisors, moving faster.
“We used to spend three days normalising financials before the analyst could even start the DCF. Valuxe cut that to under an hour — and the OCR is more accurate than our junior associates.”
MHMargaret HollowayManaging Director, Halpern & Co.“The four-eyes approval flow is what sold us. Every valuation our team sends to a client is reviewed, signed off, and audit-logged. Compliance reviews used to be painful — now they're a non-event.”
JAJames AcharyaPartner, Northgate Partners“Our clients log in to the portal, see their report in our branding, and download the PDF. They don't even know there's an AI behind it. That's the right level of magic.”
PVPriya VenkatesanDirector of Valuations, Aragon
FAQ
Questions, answered.
Does Valuxe replace our analysts?
No. Valuxe drafts the modelling — DCF, comps, sensitivities — so your team spends time on judgment, narrative, and client work instead of formula-plumbing. Every output is editable and a reviewer signs off before anything reaches a client.
How does the AI avoid hallucinating financial figures?
Every prompt is grounded in two things: the structured data in your template (which your analyst controls) and the tables Textract extracts from the PDFs you upload. The AI is instructed to treat these as authoritative and flag any discrepancy in a warnings field — not silently fabricate.
Which valuation methods are supported?
20+ out of the box: DCF (WACC, APV, simplified), Flow-to-Equity, Dividend Discount Model, Capitalised Earnings, Residual Income, Trading Comparables, Precedent Transactions, Revenue/Earnings Multiples, Book Value, Adjusted Book Value, Liquidation, Replacement Cost, NAV, LBO, Berkus, VC Method, First Chicago, Sum-of-Parts, Real Options, New Product Valuation, Altman Z-Score, Sensitivity & Scenario analysis. Plus a “Custom” step type for anything bespoke.
Is my data secure?
All uploads are tenant-scoped at the database level — no shared storage across firms. Documents live in encrypted object storage (S3 / MinIO). We're SOC 2 Type I in progress; full Type II audit scheduled for Q4 2026. AWS Bedrock keeps prompts within the AWS boundary and doesn't train on customer data.
Can I use my own report templates?
Yes. Every report (HTML, PDF, DOCX, XLSX) renders with your firm's logo and brand colours, configurable per-tenant. Enterprise plans can hide the “Powered by Valuxe” footer.
Do you offer on-premise or private-cloud deployment?
Yes, for Enterprise customers. The full stack (PostgreSQL, Redis, MinIO, Bedrock proxy, API, Worker, Web) ships as Docker Compose or Helm charts. Contact sales for an architecture review.
Spend your week on judgment, not on Excel.
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