Overview

Valutico brings valuation data, modelling, benchmarking and reporting into one platform, with Diligence extending the workflow into transaction documents. Its valuation page cites data from 1.1M+ deals and 53K+ comparable companies, giving users a substantial pool for comparative work. The report builder generates valuation reports in a preferred format and style, which connects analysis to a deliverable without requiring a separate report-building step.

Founded in Vienna in 2017, Valutico offers both web access and an API. That combination gives teams a choice between using the platform directly and integrating valuation capabilities into their own systems.

Key features

Valuation and reporting

Configurable valuation methods and professional reports suit teams that need repeatable processes but cannot use a single fixed approach for every engagement. Market data, modelling and benchmarking support the analysis, while automated report generation is useful when valuation work must move into client- or deal-ready materials. The API can expose specific valuation capabilities or the valuation engine, making it relevant to teams building valuation into an existing stack rather than replacing it.

Forecasting and Excel

Forecast Plus projects income statements, cash flow, balance sheets and supporting schedules using historical financials, industry benchmarks and user assumptions. Excel integration is part of its capabilities, a practical fit for teams that retain spreadsheet-based workflows. The important qualification is the Basic Plan: it does not provide a comprehensive integrated three-statement model. Advanced, Cost by Function and Cost by Type templates require Forecast Plus, so teams evaluating Valutico primarily for detailed forecasting should account for that dependency.

Diligence and data protection

Diligence analyzes transaction documents to identify gaps and red flags, supports structured workflows, and helps prepare reports and deal materials. This makes the platform broader than a valuation tool, particularly for M&A and transaction teams. Valutico says customer data is encrypted in transit and at rest, is not shared with third-party LLM providers, and is not used to train underlying AI models. It also states that it adheres to GDPR and other applicable global privacy standards. Its data servers and personal information use DigitalOcean's Frankfurt data center; the financial database is hosted separately on Hetzner without personal information.

Valutico's professional services team offers one-to-one consultations, valuation reviews, full valuations and platform training. That can help teams needing support around valuation work, though these services are distinct from the platform's software capabilities.

Pricing

Valutico is paid software with custom pricing, alongside free entry points for a data room and Diligence. The Virtual Data Room / Diligence free access plan is 0.00 USD per free. The maker invites users to create a free data room or launch Diligence, but teams should not assume a particular quota or trial period from that offer. A free trial is also offered, with no duration stated.

For valuation and Forecast Plus, pricing is on request. This makes it difficult to compare total cost before discussing a team's requirements. The free access is useful for entering a data-room or Diligence workflow, but it should not be mistaken for access to the full valuation and forecasting proposition.

Platforms

Valutico supports web and API access. The FAQ recommends a computer, browser and internet connection, with Safari, Chrome or Firefox; Internet Explorer is not optimized. Teams seeking API integration can incorporate specific valuation functions or the valuation engine, while browser users can work in the platform directly.

Who it's for

Valutico is aimed at corporate finance and M&A teams, accounting, audit and tax advisers, private equity and investment teams, and banks. It is a particularly good fit when those groups need configurable valuation work, professional reporting and transaction diligence in one environment. It is less compelling for a team choosing software chiefly for an integrated three-statement forecast if it expects the Basic Plan to cover that need.

Pros and cons

Pros

Valuation work connects to reporting: configurable methods, benchmarking and automated report generation support a workflow from analysis to professional output.
Diligence broadens the use case: document review, red-flag identification and structured deal workflows extend beyond standalone valuation.
Integration options: web access, Excel integration and API access give teams multiple ways to fit valuation into existing processes.
Clear data-protection commitments: encryption and stated limits on third-party LLM sharing and model training matter for sensitive financial material.

Cons

Forecasting has a plan dependency: the Basic Plan lacks comprehensive integrated three-statement modeling, and several templates require Forecast Plus.
Commercial comparison takes a conversation: core pricing is custom, so teams cannot establish the cost from a published plan price.
Free access is narrow in scope: the free entry points are a data room and Diligence, not a stated full-featured valuation plan.

Alternatives

For a broader comparison of planning and modeling tools, start with Financial Modeling Software.

Cube is worth considering when unlimited dimensions and users, custom roles and dashboards are the relevant platform priorities.
Workday Adaptive Planning is an alternative for teams that want to evaluate a 30-day trial across its broad platform availability.
Pigment offers a 14-day private-workspace trial with weekly office hours and no credit card requirement; choose it when that trial format suits evaluation better.
Quantrix is another modeling option, with Qloud and Modeler offerings.
Adlega may suit a founder seeking a free forever entry plan with one financial model, core forecasts, MRR and runway.
Cast offers a free plan capped at 60 AI credits per month and three saved models, making it an option for limited model exploration.
Financial Modelling Pro has a free tier with one project, browser-local saving, sector templates and watermarked PDF export.
Uniflow offers a free plan limited to one revenue stream, one scenario and a six-month forecast, a possible fit for a small, constrained forecasting need.

Verdict

Choose Valutico if your team needs valuation methods, market benchmarking, professional reports and deal diligence to work together, with API access available for a closer fit to your stack. Look elsewhere if integrated three-statement forecasting is the primary requirement and Forecast Plus is not in scope, or if you need a published price to compare options before engaging the vendor.

	bluprnts	Valutico
Free plan	No	Yes
Free trial	Yes	Yes
Paid from	£65.83/mo	Free
Open source	No	No
Platforms	Web	api, Web
Free plan	No	No
Three-statement modeling	—	Yes
Valuation models	—	Yes
Scenario analysis	—	Yes
Audit trail	—	Yes
Supported platforms	—	web, api

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