Equitest is a cloud‑based valuation platform that generates business valuation reports using established financial methodologies along with AI assistance. It enables users to assess a company’s worth in minutes by combining financial inputs, valuation models, and automated calculation workflows. The platform supports multiple valuation methods, risk analysis tools, and adjustable parameters, making it suitable for accountants, advisors, investors, and business owners. Users can modify data, adjust assumptions, and run different valuation scenarios without requiring extensive financial modeling expertise. Equitest reduces manual workload, simplifies report creation, and helps deliver structured valuations quickly.

Key Features

Fast AI‑Assisted Valuation Reports Generates business valuation reports in under 20 minutes.

• Automates calculations using established financial models
• Reduces manual data analysis workload

Multiple Valuation Methods Supports several widely used valuation approaches.

• Includes DCF, asset‑based, market‑based, SDE, EV/EBIT, Berkus, VC method
• Offers flexibility to evaluate different types of businesses

Risk Analysis Tools Provides tools to assess uncertainties and valuation sensitivity.

• Includes Monte Carlo simulations and Value at Risk
• Helps identify potential valuation outcomes under varied scenarios

Customizable Financial Inputs Users can adjust all valuation parameters and assumptions.

• Supports manual data entry and multiple import methods
• Allows iterative refinements for more accurate results

Company Slot Management Valuation slots are counted over lifetime use.

• Users may modify company data anytime
• Total evaluation capacity depends on plan tier

Benefits

Time‑Efficient Valuation Process Automates complex valuation tasks to speed up decision‑making.

• Produces results significantly faster than manual financial modeling
• Minimizes repetitive data handling

Improved Accuracy and Reliability Uses established valuation formulas rather than subjective estimation.

• Ensures structured and formula‑driven output
• Reduces risk of human error in valuations

Suitable for Professional Use Provides tools appropriate for advisors, CPAs, and investors.

• Useful for financing deals and investor presentations
• Supports preparation of high‑quality valuation documents

Scalable for Multiple Companies Supports lifetime valuation of several companies depending on the plan.

• Enables long‑term usage without recurring costs
• Flexible enough for growing portfolios