ValueEQ provides an AI‑powered, cloud‑based platform that aggregates public‑company financials, valuation multiples, and verified M&A transaction data for rapid comparable analysis. Users can create custom peer groups, run built‑in valuation models such as DCF and WACC, and leverage the NextPlan AI assistant for natural‑language scenario planning and forecasting, with real‑time data updates and one‑click Excel or API exports for streamlined reporting.
Funding
Funding not disclosed
Founders
Product
Problem
Financial professionals often spend excessive time gathering and reconciling disparate valuation multiples, M&A transaction data, and financial metrics from multiple sources, which slows analysis and introduces errors. Limited access to comprehensive, institution‑grade datasets hampers the ability of smaller firms and individual analysts to perform rigorous benchmarking and valuation work.
Solution
ValueEQ delivers an AI‑powered, cloud‑based platform that centralizes extensive public‑company financials, valuation ratios, and verified M&A transaction data. Users can instantly build custom peer groups, run comparable analyses, and apply built‑in valuation models such as DCF and WACC calculators. The platform’s NextPlan AI assistant enables natural‑language scenario planning, generating forward‑looking forecasts and “what‑if” insights without manual spreadsheet work. Real‑time data updates and AI‑validated metrics ensure accuracy, while visual analytics and one‑click Excel exports streamline reporting for investment, advisory, and corporate finance teams.
Target Audience
Primary customers are investment banks, private equity and venture capital firms, corporate development teams, M&A advisors, valuation consultants, and financial analysts who require fast, accurate valuation and transaction intelligence.
Features
- Access to 60,000+ public companies and 50,000+ verified M&A deals with up‑to‑date valuation multiples (EV/EBITDA, P/E, etc.)
- AI‑enhanced search and natural‑language queries that retrieve comps, metrics, and generate plain‑English insights
- NextPlan AI planning assistant for scenario forecasting, growth projections, and sensitivity analysis
- Built‑in valuation suite including DCF, WACC, and DLOM calculators with customizable assumptions
- Peer‑group management tools with similarity scoring and unlimited watchlists for rapid benchmarking
- Visual analytics dashboard offering median, quartile, scatter‑plot, and “M&A thermometer” visualizations
- Daily data refreshes, AI‑validated metrics, and verified data sources to maintain data quality
- Export functionality for Excel and API‑compatible outputs to integrate with existing workflows