Frequently Asked Questions

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Find answers to common questions about ValueEQ's features, pricing, data accuracy, and how we compare to other financial platforms.

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General
Features & Tools
Pricing & Trial
Data Quality & Accuracy
Valuation Methodologies
Platform Comparisons
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General
2 questions
ValueEQ is an AI-powered financial analysis and valuation platform that provides comprehensive market and M&A data for professionals. It centralizes a vast dataset of public companies and M&A transactions across the globe, and delivers tools for analyzing deals, comparable company metrics, and valuations in one place. In short, ValueEQ helps investors and finance teams find and analyze comparable companies and transactions faster and smarter, combining reliable financial data with intelligent analytics.
ValueEQ is designed for a range of finance professionals who deal with valuations and market analysis. Investment teams (private equity firms, investment bankers, family offices), consultants and advisors (M&A advisors, valuation experts, CPAs, tax consultants), and corporate finance teams all use ValueEQ to take control of the valuation process. If you need to evaluate companies, assess investments, or perform M&A analysis with speed and precision, ValueEQ's streamlined tools can help you make smarter decisions faster.
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Features & Tools
2 questions
ValueEQ offers a full suite of features to streamline valuation and market analysis tasks. Its core features include: • Trading Comparables (Public Company Multiples): Access to 60,000+ public companies with up-to-date valuation multiples (EV/EBITDA, P/E, etc.) and financial metrics for benchmarking. You can build custom peer groups to compare your target company against industry peers in seconds. • M&A Transaction Data: A database of 50,000+ verified M&A deals with detailed transaction metrics and multiples. ValueEQ breaks down global M&A data across 165+ industries, so you can see what multiples acquisitions are happening at in your sector. This helps in finding precedent transactions for valuation. • Valuation Suite: A set of tools to perform valuations and financial modeling. You can run Discounted Cash Flow (DCF) analyses or other methods with ease – the platform offers customizable valuation models and calculators for key inputs. For instance, ValueEQ helps you compute a company's Weighted Average Cost of Capital (WACC) for discounting cash flows, and it allows applying Discounts for Lack of Marketability (DLOM) when valuing private businesses (reflecting illiquidity as per standard valuation practice). All calculations use industry-standard methodologies, which you can adjust to fit your assumptions. • NextPlan AI: ValueEQ's intelligent planning assistant. NextPlan AI uses artificial intelligence to help forecast and plan "what-if" scenarios for your valuations. You can ask it questions or provide parameters (for example, a projected growth rate or a target exit value), and it will generate insights such as future valuation estimates or scenario analyses. This AI-driven tool essentially lets you explore potential outcomes for your company or investment under different conditions, aiding strategic planning in a user-friendly way. • AI-Powered Insights & Search: Beyond just data, ValueEQ includes AI Insights – you can query the platform in natural language to instantly pull up relevant comps, metrics, or analyses. Advanced filtering and natural language search mean you spend less time sifting data and more time on analysis. The AI will even provide plain-English insights (e.g. highlighting if a target company trades at a discount or premium to peers) based on the data, saving you research time and effort. All these features work together in a modern, cloud-based platform. There's nothing to install – you log in via your browser, search or upload your company list, and ValueEQ provides an intuitive dashboard with charts, tables, and one-click Excel exports for your analysis.
NextPlan AI is ValueEQ's AI-driven planning and forecasting assistant. It's designed to help you explore future scenarios and answer forward-looking questions without manual number-crunching. With NextPlan AI, you can, for example, ask "What might my company be worth in 5 years if revenue grows 20% annually?" or "How would a 2% change in WACC impact the valuation?" and the system will analyze the data to provide an instant, reasoned answer. It leverages ValueEQ's comprehensive dataset plus machine learning to generate these projections or strategic insights. In practical terms, NextPlan AI can help with tasks like financial forecasting, scenario analysis, and strategic planning. If you're planning a next funding round or evaluating an investment's future exit potential, NextPlan AI can project outcomes based on various inputs (growth rates, margin improvements, market trends, etc.). It presents the results in an easy-to-digest format (often with charts or summary metrics), so you can quickly understand the potential upsides or downsides. The tone of NextPlan's insights is straightforward and approachable, much like having an analyst on hand to discuss "what-if" scenarios. This tool effectively brings an extra layer of intelligence to ValueEQ, helping you not just look at the present valuation, but also plan your next steps with data-backed confidence.
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Pricing & Trial
1 question
ValueEQ is offered as a subscription service with straightforward pricing and no long-term lock-in. The Solo Plan (for individual users) is €99 per month and includes full access to all core features. There is also a Team Plan (5 users) for €240 per month, which is cost-effective for small teams. Both plans come with a 7-day free trial so you can try out the platform risk-free. During the trial you get unlimited use of ValueEQ's real-time data and AI tools, and you can cancel anytime if it's not the right fit. There are no hidden fees – all core features (global data access, AI insights, comparables, etc.) are included in the subscription price. For larger organizations or specific needs, ValueEQ also offers custom enterprise solutions where pricing and features can be tailored. In comparison to legacy financial data platforms, ValueEQ's pricing is transparent and affordable. Traditional systems often cost tens of thousands of dollars per year, whereas ValueEQ provides a powerful feature set at a fraction of that cost, making high-quality financial intelligence accessible even to smaller firms or independent professionals.
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Data Quality & Accuracy
1 question
Data accuracy is a top priority for ValueEQ. The platform uses professionally verified financial data, ensuring that the numbers you see (e.g. financials, multiples, deal values) meet the highest industry standards. ValueEQ sources its data from reliable outlets such as regulatory filings, market databases, and verified news, rather than solely user-contributed information. Every M&A transaction in the system is validated, and the trading comparables are updated in real-time with market movements. ValueEQ also covers a broad universe of companies and deals across multiple countries and exchanges. This coverage is kept current with regular updates, so you're always looking at up-to-date metrics. In practice, users find that the data in ValueEQ is as robust as what you'd get from enterprise platforms, but with the added confidence that the platform's AI will flag any anomalies or outliers in the data for you. In short, you can trust ValueEQ's data to be accurate, timely, and comprehensive for making informed decisions.
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Valuation Methodologies
1 question
ValueEQ supports multiple valuation methodologies to accommodate different analysis needs. At its core, the platform seamlessly integrates relative valuation (using trading multiples and deal comps) with intrinsic valuation techniques (like DCF). You can perform a full Discounted Cash Flow (DCF) analysis within ValueEQ's Valuation Suite – the platform provides tools to input or adjust cash flow forecasts, choose a discount rate, and calculate a valuation. To assist with this, ValueEQ lets you calculate the Weighted Average Cost of Capital (WACC) for your company or project: it can auto-populate industry benchmarks (e.g. beta, equity risk premium) or you can customize the inputs, and it will compute WACC for use as a discount rate. When valuing private companies, ValueEQ also allows you to apply a Discount for Lack of Marketability (DLOM). This is an important adjustment in private company valuation to account for illiquidity – ValueEQ provides flexibility to set a DLOM percentage or use suggested figures based on industry practice, which then adjusts the valuation accordingly. All the valuation models in ValueEQ are transparent and customizable. That means you can see the assumptions and formulas being used (whether it's WACC, a growth rate, or a marketability discount) and tweak them to fit your scenario. The result is that ValueEQ can align with standard valuation approaches (from basic multiples to advanced DCF variants) while giving you control to reflect the specifics of the case you're analyzing.
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Platform Comparisons
1 question
ValueEQ offers many of the capabilities of traditional financial data platforms, but with a more modern, efficient approach. Here's a quick comparison with a few well-known tools: • S&P Capital IQ (CapIQ): CapIQ is a long-established financial database covering almost everything, but it is known to be expensive and geared toward large enterprises. Many users find CapIQ's interface clunky and the subscription cost very high (often tens of thousands of dollars annually). By contrast, ValueEQ is more affordable and user-friendly – it focuses on the specific needs of valuation and M&A analysis without the bloat. You get up-to-date global company financials and deals in ValueEQ, similar to CapIQ, but packaged in an AI-powered interface that can save you up to 80% of research time. Unlike CapIQ, which can overwhelm with its complexity, ValueEQ's intuitive design means even new users can navigate easily and find insights quickly. • Mergermarket: Mergermarket is specialized for M&A intelligence, often used by dealmakers to catch early wind of potential deals via journalism and rumors. It's essentially a news and intelligence service – powered by investigative journalism and predictive analytics to help clients spot opportunities – rather than a valuation tool. ValueEQ, on the other hand, focuses on hard data and analysis of announced deals and comparables. If your concern is analyzing how recent deals in your industry were priced (multiples, terms, etc.), ValueEQ provides those details in a structured way, whereas Mergermarket provides narrative deal intelligence and league tables for origination. Mergermarket also tends to be a high-end enterprise product (with pricing and access negotiated via sales teams), while ValueEQ is accessible with a simple online subscription and free trial. For many mid-market firms that don't need the full breadth of Mergermarket's editorial coverage, ValueEQ offers the key M&A data (deals database, valuations) in a more accessible and cost-effective platform. • Crunchbase: Crunchbase is a popular database for information on startups and funding rounds. It's easy to use and has a free tier, but its data is largely user-generated and not as deeply financial. For example, Crunchbase might tell you that a startup raised $5M in a Series A, but it typically won't provide detailed financials or valuation multiples. The data can sometimes be incomplete or not up-to-date, since it relies on contributions and press releases. ValueEQ differs by providing professionally verified data (similar in spirit to platforms like PitchBook or CapIQ) rather than crowdsourced info. It includes financial metrics, industry classifications, and computed ratios that Crunchbase doesn't offer. Moreover, ValueEQ has built-in analysis tools (AI insights, comparables analysis, etc.), whereas Crunchbase is mainly a raw data source. In short, Crunchbase is a good starting point for a quick company lookup, but ValueEQ is the better choice when you need in-depth valuations, accurate financial data, and analytical tools together. It's like comparing a general phonebook (Crunchbase) to a full-fledged financial analysis suite (ValueEQ) – the latter is more powerful for serious valuation work. Overall, ValueEQ aims to combine the strengths of these platforms while eliminating their pain points. You get CapitalIQ-like breadth of data (public and private comps, M&A deals), Mergermarket's focus on M&A specifics, and an interface that's as approachable as Crunchbase – all in one. Plus, ValueEQ's AI-driven features and reasonable pricing make it a unique and compelling alternative for anyone involved in valuations, M&A, or market research.

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