Valuation Suite review
A focused valuation toolkit with AI critiques, exports, and tiered advisor features.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Valuation Suite is a web-based financial analysis platform for analysts, investment-banking and private-equity recruiting candidates, independent financial advisors, business brokers, and M&A searchers. Its core toolkit covers DCF, LBO, and WACC models; comparable-company analysis using EV/EBITDA, P/E, and EV/Revenue multiples; precedent-transaction screening; forensic checks with Altman Z-Score and Beneish M-Score; sensitivity tables; IRR decomposition; and PDF financial-statement uploads. Models can be saved, versioned, and exported as PDF reports or Excel workbooks.
Pricing is organized across three monthly, per-seat plans. Recruit costs $49 per seat per month and includes the main valuation models, interview prep with timed exercises, step-by-step assumption explanations, unlimited saved and versioned models, and an AI assistant trained on banker-style critiques. Advisor costs $64 per seat per month and adds white-label PDF reports, custom firm cover pages and disclaimers, client folders, shareable model links, and priority AI assistant access. Broker costs $87 per seat per month and adds SDE-based valuation with owner add-backs, seller financing and earn-out structuring, pre-loaded industry comp multiples, and investor-ready CIM PDF templates.
The strongest fit is for professionals who need a focused valuation and deal-analysis workspace, or candidates preparing for finance interviews. The AI assistant and modeling critiques can support review of assumptions, while exports suit report and workbook workflows. Higher tiers add practical client-facing and small-business transaction features rather than changing the core modeling focus. Teams needing broader financial planning centered on three-statement modeling or connected platform workflows should consider a different category fit. For valuation specialists, advisors, brokers, and M&A searchers, Valuation Suite keeps its scope concentrated on analysis, screening, structuring, and presentation.
Valuation Suite pros and cons
- Where it wins
- DCF, LBO, WACC, comparables, and transaction screening in one platform
- AI critiques, assumption explanations, and saved model versions
- PDF reports and Excel workbook exports across finance workflows
- Where it doesn't
- Its scope centers on valuation rather than three-statement modeling
- Platform integrations are not part of the stated feature set
- Advanced SMB valuation tools require the Broker plan
Valuation Suite fact sheet, pricing and score →
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