Alternatives to DPMX
Compare DPMX alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to DPMX in 2026. Compare features, ratings, user reviews, pricing, and more from DPMX competitors and alternatives in order to make an informed decision for your business.
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Prism PPM
Prism PPM
Prism PPM is the leading Project Portfolio Management (PPM) solution used by successful organizations to manage their projects strategically, mature their Project Management Office (PMO), and ensure alignment with high-level business objectives. Recognized by Gartner on their APMR Magic Quadrant. Spreadsheets and task management tools don’t allow you to easily manage your entire project portfolio, drive greater benefit realization, or improve your processes. Prism PPM is built to help you do exactly that by empowering the PMO with tools for resource management, agentic AI analysis, and out of the box BI-enabled reports created specifically for PPM use cases. Align data and teams around the work that drives the most value. Gain visibility into every facet of your portfolio. Get the leverage to improve delivery outcomes. Risk less and realize more across your entire project portfolio with Prism PPM. Learn more and get a demo at our website.Starting Price: $20/month/user -
2
Ledgy
Ledgy
Ledgy is the end-to-end equity management solution trusted by high-growth companies. Compliant in all countries with best-in-class security and privacy. Digitize your spreadsheets into a transaction-based cap table that's always accurate, built to scale and updates in real-time . Make your financing rounds a success with accurate scenario and exit modeling. Streamline due diligence and easily handle every vesting schedule. Show the latest information to all your stakeholders, including employees and investors, with custom dashboards. Attract and retain key talent with Ledgy while automating equity plans. Employees can self-manage their equity, view their shareholdings, vesting schedules, and future valuations. Engage your investors with shared KPIs, accurate funding scenarios, valuations, dilutions, exits, custom reporting, and more. Find out why founders, CFOs, HR teams, and their employees love Ledgy’s platform. Book a free custom demo to see it in action.Starting Price: Free -
3
Acuity PPM
Acuity PPM
Acuity PPM is a modern project and portfolio management platform that helps organizations make better decisions before work begins—not just track execution after the fact. It provides a centralized solution for managing work intake, prioritization, portfolio roadmaps, and resource capacity planning. With configurable dashboards, scoring models, scenario planning, and financial tracking, Acuity gives leaders clear visibility into portfolio performance, risk, and alignment. What differentiates Acuity is its Decision Intelligence approach. AI is applied at the point of governance—helping teams evaluate feasibility, identify trade-offs, and maintain consistent, explainable prioritization. Simple to adopt and flexible to scale, Acuity replaces spreadsheets and disconnected tools with a single source of truth—enabling organizations to approve less work, reduce risk, and deliver more successfully. -
4
GM Valuation
Greenmatch
GM Valuation is the adequate instrument for the transaction valuation and periodical reassessment of your renewable energy projects. The wide range of performance indicators allow you to have the full control over your projects at any time. With the certified financial model you can assess and structure your renewable energy projects reliably. Manage your internal and external contacts. Easily share projects with the embedded invitation function. You decide yourself which parties are allowed to interact with each other and who gets read and write access. Do not lose time discussing differing spreadsheet calculations, instead focus on the best negotiation result possible. Irrespective of your project's complexity, with GM Valuation you can model all of your projects in one single and highly flexible standard. GM Valuation takes into account every possible remuneration system. From simple fixed-price models to certificate systems in interaction with electricity-price surveys -
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Valid Value
Valid Value
Valid Value offers valuation tools for business valuation professionals. Users comprise a wide spectrum of professionals, from valuators, accountants and consultants to investment managers and financial directors. The advanced Excel models offer a unique combination of standardized calculation with maximum flexibility to analyse, forecast and determine the value of a business. All relevant valuation methods, like DCF WACC, DCF APV and multiples, in one model. The models link to databasexs with support data that is relevant to a valuation, like beta’s and multiples. Easily create valuation reports in PowerPoint or Word based on the valuation models using an add-in. The standard report Valid Value supplies provides a solid basis for every valuation but it is also possible to link the model to your own report format. The link between Excel and PowerPoint/Word is dynamic and changes in the Excel model can be implemented in the reports in Word or PowerPoint with a push of a button.Starting Price: €150/€ 100/€ 50 p.m 1/2/other -
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Business Valuation Specialist
MoneySoft
The award-winning business valuation software system that streamlines the process of reaching an intelligent conclusion of value and creating well-documented business appraisals and valuation reports, while guiding you around the hidden traps and pitfalls often lurking in internal spreadsheets and older valuation software. Now, you can increase productivity and handle more BV engagements, without sacrificing quality with the MoneySoft Business Valuation Specialist. MoneySoft Business Valuation Specialist eliminates the distractions of spreadsheets, an activity trap, so you can better focus your time and attention on the implications of the analysis and the critical issues that determine how you reach a conclusion of value and then present it in a valuation report. And, with that increased clarity and efficiency, you and your organization can handle more valuation assignments in less time, without sacrificing quality.Starting Price: $795 per year -
7
ModelTree
Exquance Software
ModelTree is a powerful platform for cash flow modeling, valuation, and reporting in real estate and private equity investments. Key Features: Valuation Models: Use market-standard and customizable models for accurate asset valuations. Portfolio Management: Model cash flows, import historical data, and analyze returns and risks. Market Insights: Access real-time property market data from trusted vendors. Data Integration: Connect to existing systems for real-time data updates and forecasting. Reporting: Generate custom reports and export to Excel, Word, or PDF. ModelTree empowers real estate professionals to optimize investment strategies, streamline operations, and manage portfolios with greater ease and accuracy. Its user-friendly interface and powerful tools make it an essential solution for data-driven decision-making. Get a free demo today! -
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Valutico
Valutico
Founded in Austria, Valutico is a web based valuations platform providing the financial services industry and valuation practitioners with data-driven tools to conduct analysis more efficiently. With headquarters in Vienna and subsidiaries in the UK & USA Valutico empowers businesses and experts to perform accurate valuations in minutes while sol- ving the issue of complex tools, lack of data sources and time consuming reporting. Valutico provides access to reliable market data from leading financial databases, cross-checks business plans and provides useful suggestions to promote consistency and plausibility. With over 15 of the world’s leading valuation methodologies to choose from and saving experts precious time transferring results from spreadsheet to slides, Valutico is carving a new generation in valuations. -
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DealMatrix
DealMatrix
Calculate your startup valuation with leading valuation methods. Our valuation engine offers a solid and easy way to calculate your enterprise value, using leading valuation methods: Berkus Method, the Payne Scorecard Method, the Startup Rating Method, the Venture Capital Method, and the First Chicago Method. Calculate your startup valuation based on 5 popular valuation models, following international valuation guidelines. Provide your stakeholders with a professional report from an independent source, that can be easily shared or downloaded from your profile. Easily share valuation reports with your team, investors, and business partners. Our valuation engine will guide you through our calculator based on your profile and will compare inputs with peers. Easily access reliable data of the major financial databases, without usual complications and additional costs. Solid market data from third parties is key for valuations.Starting Price: €49 -
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BizEx
BizEx Business Brokers
No need to spend time or money on a business valuation firm. Just enter in the information on our valuation spreadsheet and our software will calculate the value of your small business. The formula we use is based on the Multiple of Earnings method which is most commonly used in valuing small businesses. The multiple is similar to using a discounted cash flow or capitalization rate used by top business valuation appraisers and top analysts. We've just simplified it for small business owners. For a more personalized and in depth business valuation, we provide a free business evaluation and consultation for local business owners who are thinking about selling their business.Starting Price: Free -
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ValuationBot
ValuationBot
ValuationBot is AI stock valuation and equity research software for public-equity investors. It reads company reports, cleans and interprets financials, builds scenario-based DCF valuations, and produces analyst-style investment cases with catalysts, risks, valuation ranges, downloadable memos, and editable Excel models. Analyst helps users analyse a selected listed company on demand. Research Desk provides always-on regional market coverage, working through liquid investable shares in selected markets and surfacing fresh valuation-backed ideas each day.Starting Price: $20 one-time -
12
PortfolioIQ
Synaptic
PortfolioIQ automates data extraction from Documents (Board Decks, Financial statements), Data requests (Forms, Emails) and Models (Forecasts, Valuations) – with 100% accuracy. The Result: Teams can spend time analyzing data rather than organizing it. Effective collection, no overhead Set up automated data requests from PortCos Get metrics from Docs and Forms, zero duplication Dashboard to track request status and data gaps Zero manual work No more copy-pasting from Docs to spreadsheets 100% accurate data extraction, no checks required Automated alerts when key metrics change Track everything that matters Capture any and every PortCo metric Track Actuals as well as Estimates Audit trails to track re-statements and metric history Generate insights, not spreadsheets Standardization across metric names, time periods etc. Create Derived metrics across your Portfolio Benchmark effectively with time-shifts -
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EcoSys
Hexagon PPM
There’s a compelling case for leaving the status quo behind and adopting an Enterprise Project Performance approach. By integrating project portfolio management, project controls and project management into a single enterprise solution, EcoSys quickly delivers more accurate insights. The result: better project performance. Say goodbye to data siloes and slow, error-prone spreadsheets. EcoSys drives better decisions with automated reporting and real-time data access. Finding a balance between resource capacity and project demand doesn’t have to be a struggle. Eliminate the guesswork and optimize your portfolios with close alignment of strategy and project delivery. -
14
Riskturn
Riskturn
RISKTURN is a risk-based software dedicated to investment valuation, capital budgeting, and project portfolio management. Simple and efficient, RISKTURN helps professionals and enterprises create a set of advanced investment valuation criteria such as CFaR, VaR, probabilistic NPV, IRR, ROI via an intuitive interface. RISKTURN is available in two editions: Professional and Enterprise.Starting Price: $95.00/month/user -
15
Vaizy
Vaizy
Vaizy is an AI-powered project- portfolio- management platform that unifies project delivery, team coordination, financial control, risk management, and KPI analytics in one workspace. Instead of scattering project context across separate tools and spreadsheets, Vaizy keeps milestones, team capacity, budgets, cash flow, and risks connected. Manage projects and portfolios with templates and status tracking; plan work with milestone Kanban and timeline views; track team roles, availability, and cost rates with role-based access.Starting Price: €10/month/user -
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next portfolio
next level consulting
Accurate and current data are the basis for informed decisions. With the help of the software’s powerful and comprehensive project portfolio view function you will be able to easily recognise trends, deviations and structural problems in your project at an early stage, and you will be able to take immediate corrective action. This software offers you the advantages of a central database and the familiar user interface of MS Excel. Project Viewer - Find status information about a single project (text, tables, symbols, charts) that are critical to the project control cycle. The matrix chart is similar to the portfolio chart, however, it slightly shifts the coordinates within clusters to avoid the overlapping of multiple projects. This bar chart displays multiple projects on a consistent time scale - and the baseline plan, milestones, and relationships to other projects as required.Starting Price: $12,000 one-time payment -
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DealSense
MoneySoft
DealSense is the all-in-one system for business valuation, pricing, financing, projecting, and evaluating the economics of middle-market mergers and acquisitions including combinations, consolidations, and rollups. Goes well beyond business valuation to address the specific needs of business buyers, transaction advisors, and accountants, on both the sell-side and buy-side. The Art of M&A analysis is all about distilling and providing the essential financial information that gatekeepers and decision-makers need in order to determine whether a given deal will move forward in a timely fashion. The analysis needs to be rigorous, logical, and include the essential data points the decision-maker requires. DealSense prepares a stem-to-stern quantitative analysis of mid-market M&A transactions and eliminates the headaches of spreadsheets. The process of analyzing a company, estimating value, structuring a transaction, and evaluating ROI based upon detailed financial projections.Starting Price: $1,595 one-time payment -
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eVal
eVal
eVal's free data and peer company analysis tools include historic valuation multiples, historical share price data, company financial information, and Valuation Multiples by Industry sector reports, for use in investment and business valuations. In addition to the provision of financial data and peer company analysis tools, eVal provides investment and company valuations. eVal offers expert business, investment, and company valuations based on our proprietary data-driven valuation software and platform. Our investment and business valuation service is tailored for valuation professionals, business owners, investors, and investment advisors. If you're a business owner and require a business valuation; or if you're an investor and require a private company valuation for your portfolio, please contact us directly regarding our business valuation service. Our outlier detection tool provides an overview of the peer group valuation multiples.Starting Price: Free -
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Tempo Structure PPM
Tempo Software
Tempo Structure PPM is a project portfolio management tool built for Jira that lets organizations visualize and manage projects, programs, and portfolios in a single, customizable spreadsheet-like interface. Users create custom issue hierarchies beyond Jira's standard Epic > Story > Task model and aggregate data across multiple Jira instances. Key capabilities include epic tracking, sprint planning, dependency management, and the Structure Formula Assistant for natural-language formula creation. An optional Gantt Charts add-on – bundled in the Advanced edition – turns Jira data into visual timelines for roadmaps and dependencies. Tempo also offers Structure Rovo agents for Jira, including a View Builder and Formula Assistant. Part of Tempo's modular, Jira-native suite for Strategic Portfolio Management, Structure PPM supports agile, waterfall, and hybrid delivery and runs on Jira Cloud and Data Center alongside Timesheets, Capacity Planner, Financial Manager, and Custom Charts.Starting Price: $10/month -
20
CRED iQ
CRED iQ
CRED iQ is a commercial real estate data, analytics, and valuation platform that aggregates and delivers loan-, property-, and ownership-level intelligence across the full securitized CRE universe and agency markets into one unified interface. It provides users access to billions of dollars of transactions and assets, enabling them to filter by property type, location, loan balance, origination/maturity date, borrower or owner contact, and lease expiration to surface acquisition, refinancing, or distressed-asset opportunities. The platform includes a built-in valuation tool that allows subscribers to perform discounted-cash-flow or direct-cap analysis using pre-filled in-place financials and exportable reports, without the need to build complex spreadsheets. It also delivers ownership contact information, including names, phone numbers, and emails, piercing through layers of LLCs to highlight the real individuals behind assets. -
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TagniFi
TagniFi
The TagniFi Console is an intuitive and powerful search engine for finding any of our 3 billion financial data points within seconds. The TagniFi Excel Add-In connects your Excel models to 2 billion financial data points on the TagniFi platform. Automate your DCFs, public comps, transaction comps, segment analysis, footnote analysis, interest rates, and more. TagniFi's advanced financial data technology offers an affordable, all-in-one solution that makes the business valuation process more profitable. Search for public companies with the TagniFi Console. Simply enter your valuation date and ticker symbols in Excel to run a guideline public company method. Search for public and private M&A deals with the TagniFi Console. Run your transaction comps within seconds by pasting the Deal ID into your Excel model. Calculate forward multiples for your guideline public company method as of your valuation date. Estimates are available for revenue, EBITDA, and EPS.Starting Price: $359 per month -
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TALAIA OpenPPM
SM2 Software & Technology
Project portfolio management where each project manager has their own methodology and tools disperses information and makes it difficult to have a global vision of the portfolio. Concentrating information using Talaia, together with the use of good practice standards, gives you access to relevant information for proper project portfolio management. Forget spreadsheets and complex reports. Talaia is also a great ally in the digital transformation process, helping you manage and control the process. Centralize the information from different projects in the same tool and structure it according to the PMBOK recommendations. Stop wasting time waiting or making reports. Avoid unpleasant surprises, take the pulse of your projects and programs. Control costs, times, risks, incidences and delays, easily improving forecasts and decisions. Improve your project planning and proactively control changes in budget, resources and time.Starting Price: $1 one-time payment -
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FundTQ Valuation Platform
FundTQ
FundTQ’s Valuation Platform is built for startup founders who need accurate, fast, and easy-to-understand valuations. Whether you're preparing for your first pitch or gearing up for a funding round, our tool gives you a clear picture of your startup’s worth in just a few clicks. Powered by real market data and startup metrics, FundTQ removes the guesswork from fundraising and helps you walk into investor meetings with confidence. Trusted by 100+ early-stage ventures, it’s the smart way to value your business — no spreadsheets, no stress.Starting Price: $1.16 -
24
Tactyc by Carta
Carta
Tactyc by Carta is a portfolio and cap table analytics platform that helps investors analyze private market investments. It provides tools for scenario modeling, portfolio forecasting, and investment analysis, allowing venture capital firms and other investors to better understand potential returns and risks across their portfolios. The platform integrates with Carta's cap table data to provide insights into portfolio companies' ownership structures and valuations. -
25
Simplify ERP
Newton Software
Newton software is the top real estate ERP software providers in India. Various masters like items, materials with overheads, & wastages for materials. Rate analysis, budgeting the project, revision of the estimate. Importing BOQ in estimate/manual data entry for BOQ. Activitiwise planning, defining work breakdown structure (WBS)/connectivity to MS projects for planning (optional). Material requirement for any time period from bar charts. Activities & material-wise quantity variance & cost variance. MIS support, comparison of budget & revised estimate. Documentation/tenement allotment. Estimation/valuation per occupant. Funds/rental/allotment/reallotment. Cash payback-tenant marking-valuation per occupant. Tenant/resale, termination calc. Investment, expense analysis from time to time -
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Qval
S&P Global
Safeguard your valuation policy, centralize the process, and reduce time spent reporting with Qval. Private equity, growth equity and venture capital firms need accurate intelligence on the value of private assets in their portfolios for investor reporting and audit obligations. Qval is S&P Global's unique software-based valuation solution for asset managers with private market investments. Update valuations across your portfolio in record time, respond to third party questions with confidence, and ensure the carrying values reported by your team align to firm-wide valuation policies and industry best practices. Get started quickly with an audit-tested solution that has processed over 10,000 cap table & COI filings and automated over 95,000 portfolio valuations. Qval is fully integrated with iLEVEL and our full range of private market solutions, creating efficient workflows and automating many manual tasks. -
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Matrixian
Matrixian Group
Transforming data into reliable insights for smarter real estate decisions. As specialists in model-based valuations we have developed an Automated Valuation Model (AVM) that operates globally. It generates accurate and immediate property valuations in more than 40 countries. This enables you to establish home values, evaluate collateral, analyze portfolios, validate appraisal reports and assess investment opportunities worldwide. Our flexibility in data delivery ensures that you always receive the data in the format that works best for you. With our very own Matrixian platform, APIs, batch files, (PDF) reports, and stunning visualizations via our mapping system, we can deliver data in real-time or on a scheduled basis. This allows you to choose the data delivery experience that meets your unique needs. -
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ProjectFlow 365
FLOWIT
Optimize the status reporting proces to save time and get more up-to-date management reporting. One-click reporting in PowerPoint, Excel, Power BI, and web reports in ProjectFlow 365. Save time in your Project Management Office (PMO) and help the business select and execute projects optimally. Support your governance model so that you have an optimal portfolio setup and reduce risks. Expand with checklists for each phase for complex project types. Integrate your Project Model into your Project Management Tool. Employee time is often a scarce resource in connection with project work. Operational tasks compete with the projects for the employees’ time. The resource management in ProjectFlow 365 creates an overview of capacity and resource features, so that the portfolio plan is realistic and the employees are not over allocated.Starting Price: $10 per user per month -
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PI Planner
PI Motion
PI Planner is an all-in-one and corporate-oriented Intellectual Property management software designed to give companies a 360° view of their entire IP portfolio - including patents, trademarks, designs, domain names, software and know-how. From technology watch to portfolio valuation, it centralizes all IP, financial, and strategic data in one intuitive interface. PI Planner enables IP teams to monitor deadlines, manage budgets, assess portfolio value, and support decision-making with accurate insights. With customizable dashboards, collaborative workflows, and seamless integration with IP databases, it helps innovation and IP departments save time, reduce risks, and align their IP strategy with business goals. Key features: technology watch, portfolio mapping, deadline tracking, budget and cost control, forecasting and simulation, valuation, workflow automation, collaborative project spaces, custom reporting, and API connectivity with patent databases.Starting Price: €2,500/year no user limit -
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ResolutionPro
ResolutionPro
ResolutionPro is a financial analytics library for Excel that can be used to calculate MTM and risk. Free trial available. Calculate valuations and risk characteristics for all commonly traded financial instruments including interest Rate Swap Pricing - Zero curve construction & swap valuation. Options, currency options, Equity options, Commodity options. Bond Pricing - Government & corporate bonds, and FRNs. IRO Pricing, Interest rate options, Swaptions, Caps, Floors. Exotic Options, Exotic options pricing. Utilities, accrual and data calculation, Probability & Statistics, and Rates & Discount Factors. Quick and easy derivative pricing. Perform independent valuation for trade and risk management. Incorporate derivative models into your existing systems. Run complex scenario analysis easily with Resolution's built-in Sensitivity Tool. Apply industry-standard pricing methodologies to an extensive range of instruments.Starting Price: $100 one-time payment -
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TreasuryView
emformX GmbH
TreasuryView is a treasury management system (TMS) built for finance teams that have outgrown spreadsheets and need a reliable view of intercompany loans, bank debt, and derivatives — without the complexity of an enterprise implementation. Onboard in minutes.Simple monthly plans. Cancel anytime. The platform consolidates all debt and derivative instruments into a single reporting workspace. Built-in accuracy engine handles interest accruals, amortisation schedules, and derivative valuations automatically. Integrated market data from 30+ global sources feeds directly into the platform — giving finance teams the real-time visibility to model scenarios, spot risk exposure, and act with confidence, not just report after the fact. Finance teams typically reach functional status within hours. No IT projects. No long-term contracts. Professional-grade treasury management at mid-market scale.Starting Price: €250 per month -
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altshare
altshare
altshare is an equity management platform built for entrepreneurs that delivers end‑to‑end automation across every stage of your cap table and equity workflows. Its Smart Cap Table engine automates spreadsheet updates, ensuring precise, real‑time tracking of share counts, ownership stakes, and dilution with zero manual errors. Waterfall Modeling lets you map and optimize exit scenarios, while SBC Expenses automates ASC 718/IFRS 2 reporting, for instance, compliant expense analyses. Custom Equity Plans streamline grant issuance, vesting schedules, and compliance, and Funding Scenarios help you simulate fundraising rounds to accelerate growth. Integrated 409A and ASC 820 valuation services generate defensible, paper‑ready deliverables in minutes, and the Shareholder Representative solution secures M&A transactions with expert oversight. Portfolio Management consolidates stakeholder views and performance metrics, and seamless data integration imports your existing records in one click. -
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RizzCalc
RizzCalc
RizzCalc is an AI-powered financial-modeling agent that integrates as an add-on for Google Sheets, enabling users to build, edit, and adjust financial models using natural language instead of writing formulas manually. Once installed, a sidebar lets you type instructions like “create a DCF model,” “update income statement projections,” or “adjust cash flow modeling,” and the AI automatically modifies the spreadsheet accordingly. It supports tasks such as financial projections, discount-cash-flow valuations, balance sheet automation, and fast adjustments to plans and forecasts. The product is built by CapGo AI (founders YG Guo and CY), and each “run” consumes credits (three credits per run), with users receiving a number of free credits to try it out. RizzCalc is positioned to save analysts, startup founders, and finance professionals hours of manual work, reduce formula errors, increase speed, and make financial planning more flexible, accurate, and scalable.Starting Price: $12 per month -
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ValuAdder
ValuAdder
Award-winning business valuation software powered by leading-edge tech and standards endorsed methods to create professional valuations in record time. All valuation tools and data in one software product, no subscriptions. Comprehensive business valuation under the three standard approaches, asset, income, and market, using proven valuation methods. Calculate business value based on the earnings estimate and capitalization rate. Use the classical treasury method to calculate the value of business goodwill and total business value. Determine the value of any business based on its earning power and risk. Price the business using comparable business sales by industry. Calculate the business price range, average, and median values. Create a comprehensive business appraisal based on business earnings and a set of key financial and operational value drivers. Screen business investment projects and pick the winners by using the net present value and internal rate of return calculations.Starting Price: $175 one-time payment -
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Portfolio backtesting simulates an investment strategy using historical data, allowing you to assess how well a portfolio would have performed in the past while analyzing risk and return. With Portfolio Visualizer, you can create and compare various portfolio models, aligning investments with financial goals. The tool supports portfolio optimization, helping users model the probability of different investment outcomes and understand the impact of risk. It also offers Monte Carlo Simulation to project future portfolio performance under various scenarios. Tactical models provide strategies based on moving averages, momentum, market valuation, and risk management for improved risk-adjusted returns. Designed to empower both individuals and institutions, Portfolio Visualizer turns sophisticated analysis into actionable insights explained by AI through text and video formats.Starting Price: $30 per month
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Chronograph
Chronograph
Chronograph is the modern portfolio monitoring and analytics platform built specifically for private equity investors. It unifies portfolio company KPIs, valuations, ESG metrics, and qualitative insights into a single system that delivers unmatched transparency across funds, vehicles, and underlying companies. General Partners use Chronograph to automate data collection, streamline mark-to-market processes, and produce accurate reporting at scale. Limited Partners rely on its structured data and analytics to evaluate performance across thousands of funds with clarity and precision. With cloud-native technology and intuitive workflows, Chronograph eliminates manual spreadsheets, inconsistent templates, and fragmented systems. Built by private equity professionals, it accelerates diligence, enhances reporting accuracy, and unlocks the strategic value of private investment data. -
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HouseCanary
HouseCanary
Groundbreaking solutions to buy, sell, and finance homes. Improve and accelerate your business with the gold standard in valuations. Our powerful technologies combine artificial intelligence and image recognition to extract actionable insights from a sea of real estate information. As a valuation-focused real estate brokerage, we provide coverage of millions of residential properties to help our clients identify and transact on properties quickly and wisely. We train our valuation models with decades of in-depth data to power highly accurate valuation products that serve the entire real estate ecosystem. We have assembled the most comprehensive dataset in the residential real estate industry, drawing from over 200 individual databases. Combined with our sophisticated machine learning models, which understand the relationships between property value drivers, we can determine the current and future valuations for 100 million residential properties. -
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GuruFocus
GuruFocus
GuruFocus is the most comprehensive value investing website available. It contains broad collections of data and tools for investors who pick stocks based on the performance and valuation of the underlying business. With its combination of historical, financial and valuation data, powerful screeners, charts and comparison tools, investors can make smarter long-term decisions. GuruFocus also provides in-depth data and analysis on the portfolios and trading histories of institutional investors and company executives, as well as macro-economic data, total market valuations, industry/sector data and more to help investors gain a better understanding of market cycles and overall valuations. GuruFocus publishes a variety of financial news, investment analyses and opinions from market experts to guide investors on their investing journey. GuruFocus.com is dedicated to value investing. -
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AI Valuation Insight (AIVI)
DragonVerse Media Inc
AI Valuation Insight (AIVI) is an AI-powered M&A exit readiness and business valuation platform built specifically for boutique advisors, investment banks, and M&A brokers. Our software streamlines client onboarding and advisory workflows: - Branded Diagnostic: Run custom-branded readiness assessments under your own firm's logo and disclaimer. - Auto-CIM Generator: Automatically turn diagnostic and financial data into structured, professional Confidential Information Memorandums (CIMs). - Synergy Radar: Perform AI-assisted analysis to identify strategic fit themes across potential buyers. - VDR Kanban: Help clients prepare for due diligence by managing Virtual Data Room (VDR) remediation tasks in a visual interface. - Persona Tuning: Customize AI analysis tone to match your firm's professional communication standards. Accelerate deal preparation and eliminate spreadsheet liabilities with AI-assisted M&A workflows.Starting Price: $79 -
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Valuate by REFM
REFM
Valuate is REFM’s web-based property financial analysis and transaction marketing platform designed to streamline property screening and enhance collaboration. It supports analysis for commercial real estate, multi-family, hotel, self-storage, and residential flip properties. Users can model from the rent roll through unit renovations, refinancing, and sale, with features like sensitivity analysis providing insights into risks and opportunities. It offers smart alerts to notify users of potential underwriting oversights and includes information icons for immediate guidance. Valuate facilitates easy sharing over email, allowing for efficient communication about real estate deals. Its clean, intuitive dashboard enables users to edit key transaction inputs directly, observing real-time adjustments to investment return KPIs. Valuate replaces traditional Excel use in the second half of financial analysis, applying purchase, sale, debt, equity, and joint venture mechanics.Starting Price: $19 per month -
41
BVOPro
BVOPro
BVOPro (Business Valuation Online Pro) is an Australian-developed business valuation and appraisal software platform designed for accountants, business brokers, and financial advisers. It simplifies complex valuation processes, enabling professionals to deliver accurate, data-driven valuations and appraisals quickly and efficiently.Starting Price: $30 -
42
CTC Software BIM Project Suite
CTC Software
The CTC Software BIM Project Suite for Autodesk Revit contains over 30 of the best Revit addins available. This collection helps users automate routine tasks, analyze complex modeling scenarios, extract model data and much more in a lot less time, all within the Revit environment. BIM Project Suite is meant for everyday users of all skill levels, and is used by firms of all sizes. Create sheets in projects quickly and correctly. Update parametric data in Revit models as easily as editing a spreadsheet. Create schedules and tables just like Microsoft Excel. Manage rooms and spaces more easily and effectively. Find and select Revit project elements quickly. Manage project revisions more efficiently. Quickly and accurately apply standards to all Revit project models. Analyze Revit project models for occupant safety and efficiency. Renumber doors, rooms and other elements.Starting Price: $550 one-time payment -
43
More4apps
More4apps
Efficiently and effectively streamline your data within an easy-to-use environment. By combining the power of Oracle and Microsoft Excel, these suites of products enable you to keep control of your company's data. Create, update, and mass upload your pre-validated data into Oracle using the flexibility and familiarity of an Excel spreadsheet. The Oracle-enabled Excel spreadsheets empower users with greater efficiency for processing orders, invoices, journal entries, creating and updating master data records, and more in bulk, all within minutes. Save time by downloading or pasting data into the Excel spreadsheet for Oracle. Simple business process changes coupled with intelligent More4apps spreadsheets deliver significant productivity gains. Less manual data entry means better accuracy and more meaningful information for your business. A class-leading support team solves issues and manages requests in record time. -
44
LiveCosts
LiveCosts
LiveCosts is financial management software built for construction contractors who need tighter control over project costs, purchase orders, supplier invoices and margins. It is trusted by more than 20,000 users across the globe. Track live project spend, manage budgets without endless spreadsheets and give finance, commercial and site teams one clear view of costs as they happen. LiveCosts helps teams reduce admin, process invoices faster, spot overcharges early and see whether projects are on track before margins are affected. The platform includes project cost tracking, purchase order management, supplier catalogue pricing, invoice processing, labour cost tracking, valuations, reporting dashboards, an AI document parser and accounting integrations with systems like Xero, QuickBooks and Sage. LiveCosts helps construction businesses protect profit, improve cash flow and make project financial reporting faster, clearer and more accurate. -
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Replace labor-intensive, error-prone spreadsheets with Yardi Advanced Budgeting & Forecasting, which delivers quick, accurate budgets, custom forecasts and valuations from a single connected platform. Create budgets based on model properties that let you modify or delete units and records to support budgeted leasing assumptions. Update assumptions on the fly and incorporate information on deals in progress by integrating Yardi Deal Manager. Automatically calculate future cash flows and determine net present values (NPV) and internal rates of return (IRR) at the property or portfolio level. Make better acquisition and disposition decisions by analyzing unlimited “what if” scenarios. Get all the information you need to make smart deals by combining real-time property, lease and investor data with market leasing assumptions and other variables. Report on budget accounts with narratives and detail. Easily view revenue, lease inducements, market leasing assumptions, etc.
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Banker Valuation
Banker Valuation
Our valuation tool utilizes all three valuation approaches to help obtain accurate and reliable valuations our users depend on to make sound lending decisions. Our subscribers include bank and non-bank lenders, CDC’s, CDFI’s, Loan Packagers, and other lending service providers. At Banker Valuation, we work hard to ensure that our business valuation tool, including the valuation methodology and the technology that runs it, stays up to date with the latest technological and financial trends to ensure that our platform is always reliable, accurate and secure allowing us to provide the best internal valuation source available. Sanity check purchase prices before hiring a costly third-party valuation firm. Cost-effective, unlimited valuations/comp searches for one small annual fee.Starting Price: $1,195 per user per year -
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bizpep Business Valuation
bizpep
Business Valuation provides an economical, efficient and effective business valuation. It combines relative indicators for future performance with basic financial data (Revenue, Variable and Fixed Costs) to value a business. By uniquely applying your intuitive business and market knowledge a 3 year performance forecast with sensitivity analysis, investment return, and a business valuation is calculated. It is compact, easy to use, and requires minimal inputs. Buying or selling a business? How do you verify the value of a business? Try our Business Valuation ... Easy to use, do it yourself Business Valuation. A logical and verifiable approach to valuing a business. Use your business and market knowledge to build a business forecast. Apply a proven methodology to quickly and easy calculate a business valuation. Secure an independent and verifiable business valuation.Starting Price: $69 / year -
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Invest for Excel
DataPartner Software
Focus on your business numbers, rather than layout and formulas with Invest for Excel. The software solution for capital budgeting, financial modeling and valuation, Invest for Excel is trusted by over 1,600 international customers across a wide range of industries. It enables managers, investment analysts, controllers, investors, as well as production, marketing, and engineering teams to prepare complete cash flow models, introduce transparency in analytical calculations, and standardize investments analysis process in the whole organization.Starting Price: $384.00/year/user -
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iCoPlan
iCoTech Services
iCoPlan serves as a foundational project and portfolio management platform built to sit across the project management function, providing PMOs with visibility and control of all data in their portfolios. It helps users manage tasks, resources, and timelines and adds functionality as the organization matures to better align with business goals and reduce risk. It is designed to maximize existing Microsoft licensing by leveraging the Power Platform and Planner to overcome the limitations of using Excel for project management. Key features include document control, visual real-time reporting, oversight of critical-path task management and project interdependencies, clearly defined project request processes, stage-gates, RAID logs, and change-tracking. It centralizes data, drives automation, delivers visual real-time insights to help stakeholders buy-in, and reduces the productivity gap by saving time & resources. -
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Business ValueXpress (BVX) is one-of-a-kind business valuation software that simplifies business valuation and provides objective valuations that equal real-life actual transactions. BVX integrates price, terms, and deal structure, and uses optimization techniques to satisfy the needs of all parties to an M&A transaction. Some of its unique features are cash vs. financed valuation, stock vs. asset purchase valuation, mezzanine equity determination, and goodwill calculation. With BVX one can perform live interactive valuations. BVX does not use any formulas, nor does it use any market data. Business ValueXpress (BVX) provides highly accurate valuations that mirror actual buy/sell transactions in real-life. This accuracy is a direct result of BVX’s approach to determining the business value that satisfies the needs of all parties involved in buying and selling a business. BVX valuations include not only a numerical value for the business but also the associated terms.Starting Price: $550 per year
