• 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.

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.

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.

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.

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.