Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Capitaliz does more that confirm your business's value. Intelligent recommendations guide you to increase that value through business development approaches like process improvement, reducing risk, and creating sustainable growth. Powered by Succession Plus, which is based on millions upon millions of exit planning data points. Capitaliz gives SMEs a purpose-built tool that allows them to benchmark and compare their performance with other industry competitors. This helps to identify over- or underperformance. Business owners have access to real-time benchmarked data about the business's value.

Description

ValueEQ is a powerful AI-driven valuation platform that democratizes access to institutional-grade data and sophisticated modeling tools for boutique M&A teams, valuation advisers, private equity investors, and founders—all without the high costs of traditional terminals. Its cloud workspace consolidates over 60,000 public-company comparables, 95,000 verified M&A deals, and a decade of financial history into a single platform. Users can simply type natural-language queries like “European SaaS firms with EV/Revenue below 8×” to instantly receive curated peer groups, complete with forward multiples, analyst estimates, and outlier identification. The platform allows seamless toggling between multiple valuation methods such as DCF, WACC, trading multiples, and comparable transactions, without leaving the browser interface. NextPlan AI automatically imports historical financials from Excel and generates KPI-driven forecasts, dramatically reducing time spent on manual spreadsheet work. ValueEQ also includes specialized tools like the WACC Navigator, which suggests discount rates by sector and country, and a DLOM Calculator for calculating discounts for lack of marketability. This platform is designed to accelerate and simplify complex valuation workflows with powerful AI assistance. ValueEQ offers an affordable, scalable solution tailored to the needs of modern valuation professionals.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

MYOB AccountRight Yes 
NetSuite SuiteCommerce Yes 
QuickBooks Accountants Yes 
Xero Yes 

Integrations

MYOB AccountRight No 
NetSuite SuiteCommerce No 
QuickBooks Accountants No 
Xero No 

Pricing Details

$350 per month per business
Free Trial Yes 
Free Version No 

Pricing Details

$99/month/user
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook Yes 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Capitaliz

Country

United States

Website

www.capitaliz.com

Vendor Details

Company Name

ValueEQ

Founded

2024

Country

Netherlands

Website

www.valueeq.com

Product Features

Equity Management

Cap Table Management No 
Deal Management No 
Document Storage Yes 
ESOP Management No 
Financial Modeling Yes 
Options Management No 
Participant Portal No 
Portfolio Management No 
Private Equity Yes 
Public Equity No 
VSOP Management No 
Valuation Management Yes 
Vesting Management No 

Product Features

Alternatives

Alternatives

BizEx Reviews

BizEx

BizEx Business Brokers