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On the recordRead 9 Oct 202612 facts
Valuation Suite
Plans and prices
Recruit
$49a month
Full DCF, LBO, and WACC models · Interview prep with timed exercises · Save and version unlimited models
Read 9 Oct 2026 · valuation-suite.com
Advisor
$64a month
Everything in Recruit · White-label PDF reports · Client folders and shareable model links · Priority AI assistant access
Read 9 Oct 2026 · valuation-suite.com
Broker
$87a month
Everything in Advisor · SDE valuation with owner add-backs · Seller financing and earn-out structuring · Pre-loaded industry comp multiples
Read 9 Oct 2026 · valuation-suite.com
On the record
- AI assistant
- The pricing page lists an AI assistant with model context and banker-style modeling critiques for Recruit.valuation-suite.com · read 9 Oct 2026
- Comparable companies
- Comparable EV/EBITDA, P/E, and EV/Revenue metrics are populated from live fundamentals and can be exported to Excel.valuation-suite.com · read 9 Oct 2026
- Forensic screening
- Screening includes Altman Z-Score, Beneish M-Score, and cash flow divergence flags for public tickers.valuation-suite.com · read 9 Oct 2026
- Intended users
- The maker presents tiers for recruiting candidates, independent financial advisors, and business brokers or M&A searchers.valuation-suite.com · read 9 Oct 2026
- Live market data
- It says it provides real-time and historical pricing across public equities, with data updating during market hours.valuation-suite.com · read 9 Oct 2026
- Modeling
- The maker describes DCF, LBO, and WACC models; DCF and LBO templates include sensitivity tables and IRR decomposition.valuation-suite.com · read 9 Oct 2026
- Notable plan limit
- White-label PDF reports are included with Advisor and above, while Broker includes SDE valuation and seller financing tools.valuation-suite.com · read 9 Oct 2026
- Payment terms
- Plans are billed monthly via Stripe, and the maker says subscriptions can be canceled any time.valuation-suite.com · read 9 Oct 2026
- PDF and Excel exports
- The product offers formatted PDF reports and Excel workbooks; Advisor adds white-label reports with a logo and custom cover page.valuation-suite.com · read 9 Oct 2026
- PDF financial uploads
- The pricing page lists uploading financials from PDF as a product feature.valuation-suite.com · read 9 Oct 2026
- Precedent transactions
- Users can screen historical M&A deals by sector, size, and structure with pre-calculated transaction multiples.valuation-suite.com · read 9 Oct 2026
- Purpose
- The platform provides valuation models, comparable company analysis, forensic screening, and exportable reports for dealmakers.valuation-suite.com · read 9 Oct 2026
