Value every portfolio company on one method your LPs can check

Get a preliminary valuation from a company’s name or website in about 2 minutes, calculated with five methods and data from 160,000 companies valued in 90 countries since 2013.

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IPEV-compliant methodology, published in full

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2min

Preliminary valuation

Enter a company’s name or website and add the preliminary valuation to your investment memo.

30,000

Public company multiples

Revenue and EBITDA multiples of listed companies, updated every week. You can add your own.

160,000

Companies valued

since 2013, by founders, investors and advisors in 90 countries.

Used by funds, angel networks and public investors

The World BankGreenTec Capital PartnersFEA AngelsHorizon 2020Venturerock

Marks you can explain,without a model per company

Your LPs, your committee and your auditor all ask the same question about a valuation: how did you get there? Equidam puts the answer in the report.

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The outcome

One method across the portfolio

Every company is valued with the same five methods, weighted to its stage, so marks are comparable from one company and one quarter to the next.

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The time

Minutes, not a day per company

A preliminary valuation from a name or website takes about 2 minutes. When you save new numbers, the valuation recalculates straight away, and the report is ready in seconds.

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The effort

Start from the data you already have

Upload the financials you already keep, from Excel, Xero or a business plan, and our AI interprets the data and fills the valuation assumptions. Collect new data from founders with our templates, and they get their own valuation report in return.

How funds use Equidam

Equidam screening: enter a company name or website and get a preliminary valuation from public data

Step 1 · Screen

Filter deal flow by valuation before you spend a meeting on it

Enter only the company’s name or website, and Equidam gathers its public data and drafts the financials. You see a preliminary valuation in about 2 minutes and can drop deals that sit outside your target window.

Equidam data import: upload portfolio financials from Excel, Xero or a business plan

Step 2 · Mark the portfolio

Load your portfolio from the data you already have

Upload each company’s financials from your working Excel file, Xero or a business plan. Every time you update a number, the valuation recalculates, so your marks always use the latest data and the latest parameters.

In the Portfolio Sprint, our team loads your first 25 companies for you.

Equidam advanced settings: discount rates, multiples, survival rates and method weights set to your fund policy

Step 3 · Apply your judgement

Set the parameters to your fund's policy

Adjust discount rates, multiples, survival rates, WACC and the weight of each method. Build your own set of comparables from 30,000 listed companies or add private multiples, so your team’s experience goes into the number.

Equidam valuation report exported as PDF and as Markdown

Step 4 · Report

Send your committee and LPs the reasoning, not just the number

Each report shows all five methods, the assumptions and the benchmarks behind a mark, with your colours and disclaimer on it. Export the whole portfolio to Excel to build your own fund metrics and LP updates. Export it as Markdown too, so you can load it into your AI tool or cloud workspace and build presentations from it.

See a sample report

Report on the whole portfolio

Export the valuation data of every company and turn it into the reporting your partners and LPs ask for.

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Fund metrics

Use the data from across your portfolio to report on fund performance in a way you can explain.

Valuation trajectory

See how each company’s value could develop over the next few years, based on its forecasts and the VC method.

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Compare performance

Compare the growth of your portfolio companies and spot the ones that need support.

The LP-Ready Portfolio Sprinteverything a fund needs for its first quarter on Equidam

Your whole portfolio valued on one IPEV-compliant method, with the assumptions on record, within 30 days of sending us your data.

12-month investor licence
Unlimited valuations, team seats, Excel upload, custom parameters, 30,000 multiples, benchmarks, co-branded reports and whole-portfolio export
€7,500+
Valuation sprint
One of your companies valued live with an Equidam analyst, before you buy
€750
Team onboarding training
Two hours with Daniel Faloppa, Equidam’s Managing Director, for your investment team
€1,500
Founder data-request kit
Templates for quarterly data collection, and a valuation report for every founder who sends it
€250
Methodology review
30 minutes with an analyst on discount rates, WACC, survival rates and weights
€350
Your first 25 companies loaded for you €2,500
Fund preset and valuation-policy memo
Weights and parameters set once to your policy, with a two-page memo for LPs and auditors
€3,000
Bonus: quarterly mark review
Four 30-minute calls, one before each quarter-end, each prepared with your latest marks
€2,000
Bonus: auditor call support
An analyst explains the method to your auditor on one call a year
€1,000
Bonus: positioning analysis
Your deal flow compared with anonymised Equidam data, once a year
€2,000
Total value €21,000+

Pick the plan that fits how you invest

Every plan is priced on a short call with our team, based on how many companies you value.

Angel syndicates and networks

Syndicate

Priced on the call

Up to 15 valuations a year and two seats. Includes the valuation sprint, training and the founder kit.

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Funds and family offices

Portfolio Sprint

Priced on the call

Up to 50 companies and five seats. Everything in the value stack, including the import of your first 25 companies and the policy memo.

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Several vehicles or platforms

Multi-fund

Priced on the call

More than 50 companies, API access and the paperwork your procurement team needs. Quoted to your volumes.

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Writing a few angel cheques a year? You can value a single deal yourself on our standard plans, free to start.

What investors say about us

Try it on your own portfolio

Bring one of your companies to a 30-minute call, and leave with its valuation and the method behind it.

No commitment. We value the company with you, live.

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You don't carry the risk of switching

Marks in 30 days

Send us your portfolio data within 14 days of signing. If your first full set of valuations isn’t ready in Equidam within 30 days after that, we refund the whole licence fee.

90 days to decide

If at any point in the first 90 days you decide Equidam isn’t right for your fund, tell us and we refund you in full.

European privacy

We care about your data. We don’t sell it or share it, and we do everything we can to protect it.

See how Equidam builds a valuation

What is Equidam? How does it work?

Questions investors ask before they start

Equidam combines the Scorecard and Checklist methods, two discounted cash flow methods and the Venture Capital method, weighted to each company’s stage. The parameters behind them, from discount rates and survival rates to multiples, come from curated sources that we update twice a year, and the full methodology is public in a downloadable PDF. Expert users can change every parameter, including the discount rate, WACC, survival rate, multiples and the weight of each method.

Download the methodology

Equidam follows the IPEV valuation guidelines, and every report shows the methods, inputs and data sources behind a mark, which gives your auditor a clear trail to follow. Equidam is an aid in calculating the valuation: the mark stays your fund’s decision, and so does the conversation with your auditor.

You don’t have to throw them away. Upload projections straight from Excel, add your own multiples and set the parameters to your policy, so your team’s judgement goes into Equidam. What changes is that every company is valued the same way and the reasoning is written down in a report anyone can read.

Equidam supports valuations in over 90 countries. Where local comparables are scarce, you can adjust the country and market risk parameters and run founders’ projections next to your own before negotiating.

You can export the valuation data of your whole portfolio to Excel and build your own fund metrics, dashboards and LP updates from it. Each company’s report also includes a valuation trajectory based on its forecasts.

For portfolio marks, your team can enter the numbers from the reporting you already receive, so founders don’t need an account. We don’t sell or share your data.

Investor licences are annual and priced by the number of companies and seats. Book a call and our team will give you the price for your fund. If you only value a few deals a year, the standard plans on our pricing page are one-off payments and free to start.

You bring one company from your portfolio or pipeline, with its latest financials if you have them. An Equidam analyst values it with you in about 30 minutes, so you see the inputs, the five methods and the report on a company you know well.

Before your year-end marks

Get every company on one method before your next LP report.

We onboard up to 6 new funds a month. Funds that sign by 30 November get their portfolio loaded before a 31 December valuation date.

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You can also write to us through our contact page.

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