Equidam

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

Give your reports a personalized look with these changes

Customize your reports

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

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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