Equidam

Report verification adds a QR code and link to your report so readers can open the original on Equidam, compare their copy and re-download it.

Report verification: the QR code and public verify page

Is it possible to upload/download my financials in excel?

Choose one of 8 languages under Report language on your Profile page, then generate a new report. Reports you already generated keep their language.

Report language: change the language of your report

Give your reports a personalized look with these changes

Customize your reports

Click Generate report on the Reports page. The PDF downloads when ready and stays under Downloads. If it fails, generate a new report from the same page.

Valuation report generation and what to do if it fails

Each valuation report also downloads as an Excel workbook and a Markdown file, built from the data saved when you generated that report.

Excel and Markdown exports of your report

An interactive report link is a public web page of your Equidam valuation. Protect it with a password or expiry date, and revoke it at any time.

Sharing your report as an interactive link

Which valuation parameters can I customize with the Advanced Settings?

Can I compute different scenarios for the same valuation?

Real Estate companies require some attention when valued with Equidam

Can I value Real Estate companies on Equidam?

How to upload financials from Excel

Equidam’s Multiples Benchmark module helps startups and investors assess valuations with Advanced, Industry, Stage, and Historical Multiples

Multiple Benchmarks explained

How do we estimate the Funding Secured metric

The Advanced Multiples section allows you to control which EBITDA multiple is used in the Multiples valuation method. You can choose between three different sources, each offering a different level…

Advanced Multiples: Choosing Your Multiple Source

Customizable Similar Rounds in VDA Benchmarks

Valuation Scenarios: Explore What-If Without Risk

A look at the sections that make up your Equidam valuation report, and who it's built for.

What is in the valuation report

AI Discovery looks your company up online, pre-fills the questionnaire and financials, and you confirm or change every value before the valuation runs.

How AI Discovery builds your first valuation

Upload a pitch deck, business plan or financials as PDF, Word, PowerPoint or Markdown, and we pre-fill your company profile and questionnaire.

Document Upload: what to upload and what we extract

Pick Upload your documents or Let us search the web to start a free valuation. You can switch paths until your first estimate is ready.

Choosing your onboarding path, and how to switch

The Questionnaire's four sections drive the Scorecard and Checklist methods. A few answers also set method weights and the DCF discount rate.

Questionnaire sections and what each one feeds

Each column in the Financials tab is a year and each row a line item. Add past or forecast years, type your inputs, and Equidam calculates the rest.

Financial projections: adding years and what each row means

The Excel import copies your numbers into Financials once. It keeps no link to the file, so fix missing values in Financials or import a corrected file.

Importing financials from Excel and what happens to your file

Enter costs as positive numbers, because Equidam subtracts them. A minus sign or parentheses both make a value negative, and cost rows reject it.

Negative numbers in Financials: costs, losses and debt

Grey rows such as Cost of goods sold and Salaries are editable at every Input Level. Only calculated rows, and Basic-mode forecast cells, are read-only.

Greyed-out financial rows: which cells you can edit and why

On the Funding tab you enter the round you are raising now. Capital needed turns the VC method's post-money figure into your pre-money valuation.

Funding tab: your current round and capital needed

Your cap table, SAFEs, convertible notes and next-round modelling now live on the SAFEs & Ownership tab in the left menu, not on Company Info.

SAFEs & Ownership: where to edit shareholders and SAFEs

Add a SAFE or convertible note in SAFEs & Ownership, set the cap basis to match your agreement, and see how Equidam converts it with the cap or discount.

SAFE or convertible note: add one and see how it converts

Admins invite people to an organisation as Admin, Member or Guest, resend pending invites, change roles and remove people from the Organisation page.

Organisation members: roles, invites and removing people

On the AI Discovery or Document Upload waiting screen, click Email me when it's ready and we send one email with a link back when processing finishes.

Get an email when your valuation is ready

Valuation progress shows your first valuation range, how the methods are weighted, and up to 8 funding rounds from companies like yours.

Valuation progress page: your estimate and comparable companies

The Valuation Date sets the 12-month period each Financials column covers. Changing it relabels columns and never moves or splits your numbers.

Valuation date and fiscal year: what changing the date does

Enter your balance sheet under Financials. Cash, non-operating cash and deferred tax assets feed the valuation; the other lines appear in the report.

Balance sheet: what to enter and how it affects your valuation

Financial rows can be pre-filled from an AI estimate, industry averages or country tax rates. Type over any cell and save to replace the estimate.

AI-estimated financial rows: sources and how to override them

Licensed organisations can save method weights and parameters as a named preset and apply it to any company in the organisation from the Presets menu.

Advanced Settings presets: reuse your settings across companies

A scenario is a separate company copied from your current one, so it has its own name, its own access days and the same delete rules as any company.

Scenarios: naming, access days, switching and deleting

You can tick several IP types, but only the highest-scoring one counts, and it feeds the Scorecard and Checklist methods.

IP type question: multiple answers and how they are scored

What Equidam's free pre-money, convertible note (with a SAFE view) and TAM calculators compute, what they store, and why none is a valuation.

Pre-money, convertible note and TAM calculators on equidam.com

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