• Valutico launches a new “Notes” feature to document decisions and assumptions in valuations.
• The feature empowers users to justify and communicate valuation inputs to third parties effectively.
• Users can take comprehensive notes, facilitating internal reflection and collaboration with colleagues.
• The new feature now means Valutico provides users both “numbers” and “narratives” to add important depth to each valuation.

Valutico is excited to introduce its latest feature, “Notes,” designed to address the critical need for documenting decisions and assumptions in valuations. The new functionality aims to empower users to justify and communicate their valuation inputs effectively to third parties, such as clients, courts, and potential buyers.

Justifying Valuation Inputs Made Easy

Valuation processes often rely on standardized methodologies, but the decisions and assumptions underlying these valuations are highly subjective. When presenting a valuation to external parties, users frequently face the challenge of justifying specific decisions or assumptions made throughout the process. This could include explaining the selection of peers, rationale behind forecasts, or adjustments made during the quality assurance phase.

To overcome this challenge, Valutico’s new feature enables users to document decisions and assumptions directly within the platform. Users can take comprehensive notes to remind themselves of the reasoning behind specific choices or areas that require further analysis. This documentation not only facilitates internal reflection but also serves as a valuable resource for discussing decisions and assumptions with colleagues working on the valuation.

“We recognize the importance of providing our users with the tools they need to justify their valuations and enhance trust in their work,” said Paul Resch, CEO at Valutico. “Our new feature allows users to document decisions and assumptions comprehensively, empowering them to demonstrate their expertise, professionalism, and preparation.”

Seamless Integration For an End-to-End Valuation Workflow

The new functionality caters to a diverse range of users who require robust documentation capabilities. Notetaking facilitates collaboration and discussion among team members, providing a platform to explain and share rationales. But users can also leverage the solution to present well-structured and professional justifications for their valuations to clients or other stakeholders, even when they don’t have access to the underlying spreadsheet-based model.

Currently, users resort to workarounds such as maintaining separate documents for note-taking. Valutico’s new feature eliminates the need for third-party tools and consolidates all documentation within the platform, aligning with the company’s commitment to an end-to-end valuation workflow.

By introducing this feature, Valutico aims to improve user experiences and enhance trust in valuations. Users will also be able to export the comprehensive documentation as part of their reports as part of a planned update in an upcoming phase, which will foster transparent communication with third parties and showcase the thought process behind their valuation inputs.

Key New Note Features

Core Features of Valutico’s New Note Taking Product Feature:

Comprehensive Note-Taking:
Users can take notes at various stages of the valuation process, including the qualitative assessment, peer choice, valuation methodology selection, and parameter adjustments.

Documentation of Decisions and Assumptions:
The feature allows users to document the rationale behind specific decisions and assumptions made in the valuation. This documentation helps justify inputs to third parties, such as clients, courts, and potential buyers.

Collaboration and Discussion:
For internal users, the feature facilitates collaboration and discussion among team members. Users can explain their rationales and share notes with colleagues, enhancing teamwork and understanding.

Seamless Integration within Valutico:
The note-taking feature eliminates the need for third-party tools or Excel spreadsheets. Users can keep all their documentation within the Valutico platform, aligning with the platform’s end-to-end valuation workflow.

Filter by Stage:
Users can filter for specific notes within valuations, making it easy to find relevant information when reviewing or sharing valuations. The ability to add, remove, and edit notes ensures that users always have an updated set of notes.

To explore this new feature further, we invite you to book a demo and connect with one of our Valutico experts.

The post Valutico Introduces New Feature to Support Documentation of Decisions and Assumptions appeared first on Valutico.

Spanish version here: tendencias_valutico_cc56_v5

As in all crises, the divergences in price between buyers and sellers are preventing a significant volume of transactions from materializing. In this market context, in which technology is also revealed as more necessary than ever, Valutico has opened an office in Spain to provide reliability and speed, allowing the preparation of high-quality and accurate valuation reports in less than a day. In short, sustainably transforming the way of approaching valuations. Dextra Corporate shares how the platform is accelerating and optimizing its processes at a time of expansion for the M&A boutique.

The pandemic has spread access to technology and data tools…
Stephan Koen: Without a doubt, the need to continue incorporating technology into the analysis and execution processes of the M&A industry is a pre-existing trend to the pandemic (as in many other sectors), but Covid-19 is causing a certain acceleration in the adoption of technology such as video- conferencing and teleworking tools, in- formation sharing and teamwork, etc. Obviously, professionals in the sector have to be open to the fact that more and more “technology” is involved in our day-to-day lives, which will undoubtedly be beneficial for our industry.

Marco Van Velzen: At the same time, teleworking requires technology to integrate new functionalities to facilitate remote work and remote collaboration, sharing information more easily.
Companies will have to adjust their processes to make them more homogeneous and it will be interesting to see if, after the pandemic, we continue to give the same importance to face-to- face meetings. In our opinion, they will remain highly relevant, but possibly at a more advanced stage. In other words, the first introduction will surely continue to be done online, but as the collaboration progresses, there will be a need to meet again in person, due to the greater trust that is generated.

Will the positive trend of closing deals continue in the coming months?
SK: The market is regaining its pulse after a very peculiar 2020 in the mid- market M&A. The main players in the sector, such as private equity funds and industrial investors, have been waiting until they see the final effect of Co- vid-19 in the different industries, but as a certain sense of normalcy resumes, the recovery and ramp up of transactions seen during the last months of 2020 is consolidating in 2021.

The post C&C Tendencias Interview with Valutico and Dextra appeared first on Valutico.

The post Podcast interview: The Corp Dev Podcast appeared first on Valutico.

On April 21, 2021, TaxTech.at hosted an update on the development of digitization in tax consulting. The presentation of the TaxTech Map 2021 and the discussion on the question “What does digitization bring in financial criminal law?” Led to an intensive and multi-layered exchange.

The event was opened by Franz Althuber, lawyer and founding partner of ASP Rechtsanwälte GmbH, with a welcome note. This was followed by the presentation of the Tax Tech Map 2021 by host Sophie Martinetz, founder of TaxTech.at. While the switch to digital work is currently a major challenge for many companies, the Tax Tech Map provides an overview of the Tax Tech Tools available on the market. In this way, tax consultants and tax departments can be supported in finding their way around the tax tech jungle and getting an idea of ​​which strategies and tax tech tools might suit their specific case.

This was followed by an exciting panel discussion with the invited experts. Franz Althuber put specific questions to the speakers and covered so many aspects of the topic. From the advantages of digitization in financial criminal law, through its application and development, to specific tools – the discussion was very diverse and informative and gave the participants a good overview.

” Tax evaders have a hard time, because digitization does not stop at financial criminal law. Modern tax investigation methods and analyzes of previous tax behavior lead to an increased risk of discovery. “, Says Althuber.

The virtual discussion and questions about the topic were continued together with the experts and the audience.

Link to the article: https://translate.google.com/translate?sl=auto&tl=en&u=https://taxtech.at/5809-2/ 

The post Valutico featured in TaxTech market map 2021 appeared first on Valutico.

The post Valutico featured in MergerMarket appeared first on Valutico.

Fintech startup Valutico to explore ESG valuation

The post FinExtra article – Valutico to explore ESG valuation appeared first on Valutico.

An Austrian FinTech plans to significantly expand in the UK after hitting 100 active users in more than 20 countries. 

Valutico’s data-driven tools reduce the time needed for a business valuation from days to hours. 

With clients in Europe, the Americas and South East Asia, it supports valuation experts within accounting and tax advisory firms, corporate finance and M&A advisors, as well as investment managers.  

Launched in Vienna in 2017 by Paul Resch, a corporate finance professional formerly in M&A, it aims to level the playing field in valuation analysis. 

Resch had become frustrated that, due to lack of data and know-how, professional equity valuations were only available to the world’s most sophisticated advisors and investors.  

“When I was working in M&A, I spent many nights tirelessly working in Excel, which was arduous and subject to error,” he said.  

“There was no other tool at the time, which is why I shifted careers from banking to FinTech and created our own valuation tool.” 

The Valutico system integrates world-leading databases on market and transaction data alongside additional sources, providing users with appropriate data when they need it. 

It says its self-learning algorithms mimic the thought process of a valuation practitioner, semi-automating key processes. 

Valutico’s product offering includes modules for the valuation of private and public companies, as well as a marketplace – MyValutico – which brings together valuation experts with business owners who need support with valuations. 

“The UK is the largest exporter of financial services and London is the world’s financial hub. With its convenient time zone and the manner in which business is conducted it only made sense to expand our business there,” Resch told BusinessCloud. 

“In terms of turnover the UK is already our largest single market and we will continue to build on that strength. 

“Some of our key clients are based in London and we immediately saw further demand for our platform through referrals and word of mouth. Our London-based team is not just able to serve the wider UK market, but also the US east coast, as well as certain European markets such as Benelux and the Nordics. 

“Given that our hiring for business development roles is primarily focused on the London metropolitan area we will significantly grow our UK-based team over the next two years. 

“We are also currently building a customer success team and given the quality of the applicants, our hiring for that team will likely be strongly focussed on the UK too.” 

Valutico is currently serving 40 UK-based clients and employs three full time members of staff, currently working from home due to COVID-19.  

“The jury is still out on whether work from home is a net positive for us and society at large, but we are cautiously optimistic that we can make this a permanent thing and give people more flexibility as to where they want to work from,” added Resch. 

Asked how has COVID-19 affected his plans for the business, he answered: “It’s hard to say! We have had a very good year, but who knows if it hadn’t gone even better without the COVID uncertainties.  

“Maybe prospective clients are even more open now than before to making their operations more efficient. Maybe they also have a bit more time to evaluate solutions like ours, because less time is wasted on meetings and travel.  

“What can be said for sure is that valuations are very much still in demand, if not more so than ever. We’ve grown three-fold over the last 12 months and we are hiring more than ever.” 

Brexit will not impact scaling plans either. “There are currently some uncertainties around billing and VAT treatment, but these are minor things compared to what other companies have to deal with,” said Resch.  

“Overall it should have a very minor effect on our current business and future plans for the UK.” 

The post Business Cloud: Valutico reveals UK scaling appeared first on Valutico.

Interview with Paul Resch: CEO and Co-Founder of Valutico

November 20, 2020 The Accountant Business, 

Fintech scale-up Valutico recently celebrated 100 clients across 20 countries. We talked to the company’s CEO and Co-Founder Paul Resch about Valutico and his future plans for the company.

Please tell us a bit about yourself

I am an M&A and valuation expert formerly working for Raiffeisen Investment AG, Boston Consulting Group and Deutsche Bank. I gained relevant experience as an entrepreneur due to my role as co-founder and CEO of Greetzly (founded in 2014), a web based video communication tool to interact with influencers and celebrities. It’s essentially a video autograph card. Unfortunately we were too early and started in Europe, but there’s now another successful company doing the same thing in the US. Following my studies at the University of St.Gallen, Columbia University and the London School of Economics my professional career was focused on mergers & acquisitions and valuation topics, identifying not only trends but also problems/frustrations across the industry landscape.

Please tell us a bit about Valutico and what services the company currently offers?

Valutico is a web based valuation platform. We provide the financial services industry (predominantly valuation experts within Accounting and Tax advisory firms, Corporate Finance and M&A advisors, as well as investment managers in Europe, the Americas and South East Asia)  with groundbreaking data-driven tools so that they can conduct their analysis more efficiently and in a methodological fashion. Valuation advisory is complex, however Valutico’s integrated valuation solution reduces the time it takes to do a valuation from days to merely hours.

Valutico’s product offering includes modules for the valuation of private and public companies, as well as a marketplace (MyValutico) that brings together valuation experts with business owners who need support with valuations.

What made you start Valutico?

When I was working in M&A I spent many nights tirelessly working in Excel which was arduous and subject to error. There was no other tool at the time which is why I shifted careers from Banking to Fintech and created our own valuation tool. Something had to be done to make the process easier!

What is your ultimate aim for the company?

To build a lasting business that improves the way we do things in a sustainable way. Not quite there yet, but it looks like we are on track.

What is the one achievement with Valutico that you are most proud of to date?

Building a team all over the world from Indonesia, Brazil to Russia! We’ve been really lucky with who we have hired and can’t wait to keep on hiring!

What is the one message that you would give to budding entrepreneurs?

Keep a broad perspective, don’t specialise too early. There is a widely held belief that to be successful you have to specialise early and focus all your efforts in one area. To dabble or delay just means getting left behind. The best way to succeed is to sample widely, gain a breadth of experiences and take detours. It’s never too late for a career change or to discover that new hobby you love. You might just be amazing at it.

The post Interview in the Accountant’s Diary appeared first on Valutico.

 

Celebrating fintech scale-up Valutico, the web based valuation platform which now has 100 active users in over 20 countries.

VIENNA, AUSTRIA, November 18, 2020 /EINPresswire.com/ — CELEBRATING VALUTICO The Fintech Scale-up that is Shaking the Financial World Celebrates its 100th Client

Introducing Fintech scale-up Valutico, the web based valuation platform which now has 100 active users in over 20 countries. Valutico provides the financial services industry with groundbreaking data-driven tools so that they can conduct their analysis more efficiently and in a methodological fashion. Valuation advisory is complex, however Valutico’s integrated valuation solution reduces the time it takes to do a valuation from days to merely hours.

Launched in Vienna/Austria in 2017 by Paul Resch, an enthusiastic Corporate Finance professional formerly in M&A, who was frustrated with the status quo in Corporate Finance and Investment Management: That due to lack of data and know-how, professional equity valuations were only available to the world’s most sophisticated advisors and investors. With the seamless integration of the best databases and semi-automated processes, Valutico today is empowering a much wider audience to perform company valuations that meet and exceed the standards of the leading players, thus levelling the playing field in valuation analysis.

From San Francisco to Singapore Valutico supports valuation experts within Accounting and Tax advisory firms, Corporate Finance and M&A advisors, as well as investment managers in Europe, the Americas and South East Asia. The software helps these experts overcome the high and expensive requirements of the valuation process which historically demands technical and industry know-how, access to expensive financial databases, as well as time. Business valuations are still individualised and tailored to one company, often requiring multiple experts (depending on the company’s size) investing at least a few days, incurring costs often equating to tens of thousands per valuation.

Valutico is the leading force in the democratisation of business valuation services, harmonizing the overall valuation process. With offices in Vienna and London, Valutico solves the issue of complex tools, lack of data sources and time consuming reporting. Analysis is conducted efficiently and cost effectively whilst providing access to reliable market data from leading financial databases but without the cost of complexity that comes with it. With over 15 leading valuation methodologies to choose from and saving experts precious time transferring results from spreadsheet to slides, one stop shop Valutico is carving a new generation in the way valuations are conducted.

Valutico’s technology rests on three pillars:
1. The system integrates the world’s leading databases on market and transaction data and adds additional sources on an ongoing basis. Valutico provides its users with the exact data they need at the right time, in the most seamless way.
2. Valutico’s proprietary algorithms mimic the thought process of the valuation practitioner, thereby semi-automating key processes and saving time and costs in the process.
3. Valutico is designed as a self-learning system, whereby every interaction further improves the overall quality of the suggestions that the system makes.

Paul Resch, CEO & Founder comments:
“In three years we’ve signed 100 customers which is really exciting! We are growing 300%+ year on year which shows the demand for better valuation solutions. When I was working in M&A I spent many nights tirelessly working in Excel which was arduous and subject to error. There was no other tool at the time which is why I shifted careers from Banking to Fintech and created our own valuation tool. We are now in over 20 countries with 25 team members globally and growing. We are carving a new generation in valuations and can’t thank our clients enough for their ongoing support!”
Valutico’s product offering includes modules for the valuation of private and public companies, as well as a marketplace (MyValutico) that brings together valuation experts with business owners who need support with valuations.

To honour International Accounting Day on the 10th November, Valutico are inviting new clients to 10% off on their first 10 months using the software. The code will be valid for 10 days, expiring 20th November 2020.

The activation code valutico1010 should be used at check out.

For media and promotion enquiries, subscription prices or to be invited to a demonstration please contact a.allason@valutico.com
www.valutico.com

Founded in Vienna, Austria, fintech scale-up Valutico is a web based valuations platform providing the financial services industry and valuation practitioners with data-driven tools to conduct analysis more efficiently. With offices in the UK, US and Austria, Valutico empowers businesses and experts to perform accurate valuations in minutes while solving the issue of complex tools, lack of data sources and time consuming reporting. Valutico provides access to reliable market data from leading financial databases but without the cost of complexity that comes with it. Valutico cross-checks business plans and provides useful suggestions to promote consistency and plausibility. With over 15 of the world’s leading valuation methodologies to choose from and saving experts precious time transferring results from spreadsheet to slides, Valutico is carving a new generation in valuations.

alexandra allason
Valutico
+4367762917816 ext.
email us here
Visit us on social media:
Twitter
LinkedI

The post Valutico, the valuation platform shaking the fintech world appeared first on Valutico.

The post TechRound Interview appeared first on Valutico.