What Is Equitest?
Equitest is an AI-powered business valuation platform that enables financial professionals to generate detailed, professional-grade valuation reports in under 30 minutes instead of the days or weeks it traditionally takes. Built on over 30 years of business valuation expertise, the platform automates the most time-consuming parts of the valuation process, from industry analysis and financial data entry to financial modeling and report generation.
Founded in September 2020 and headquartered in Hod Hasharon, Israel, Equitest serves business appraisers, CPAs, accountants, tax advisors, business brokers, investors, entrepreneurs, and startup founders. The platform supports valuations for companies at every stage, from idea-stage startups to established global brands, making it a versatile tool across the entire business lifecycle.
How Equitest Works
The valuation process follows five steps. Step 1 provides an AI-powered professional report in seconds by entering the company's lifecycle stage, product name, industry, country, and sales data, giving a comprehensive 15-page report with industry analysis, projected P&L, DCF valuation, and sensitivity analysis. Step 2 lets you adjust company data by sharing insights about management, customers, and suppliers, and importing financial data from QuickBooks or Xero. Step 3 refines the financial model by fine-tuning revenue projections, cost estimates, and risk assessments. Step 4 generates the final professional report in multiple languages with two formats: a 25-page comprehensive report and a 4-page brief report. Step 5 provides one-click access to expert business valuation support with guaranteed response within 24 hours.
Key Features
- AI-Powered Valuation Engine: Generates professional valuation reports in seconds with automated industry categorization and company analysis.
- Multiple Valuation Methods: Supports Discounted Cash Flow (DCF), PE Multiple, Book Value Multiples, Revenue Multiples, Asset-Based Valuation, Berkus Method, EBIT Multiple, EBITDA Multiple, SDE Multiple, and Venture Capital (VC) Valuation.
- Advanced Risk Analysis: Includes LBO Analysis, Monte Carlo Simulation, Value at Risk (VaR), Sensitivity Analysis, and the Altman Z-Score for survival assessment.
- Financial Data Integration: Import data directly from QuickBooks or Xero, upload Excel files, or enter data manually. Automatically analyzes hundreds of data points.
- Comprehensive Financial Analysis: Generates vertical analysis, horizontal analysis, and financial ratios including liquidity ratios, solvency ratios, profitability ratios, and operational efficiency ratios.
- Multi-Language Reports: Valuation reports available in multiple languages with both comprehensive (25-page) and brief (4-page) formats.
- Cap Table Management: Built-in tools for managing capitalization tables alongside valuations.
- Pitch Deck Creator: Create investor-ready pitch decks and investment proposal letters directly within the platform.
- Expert Support Guarantee: If unable to self-evaluate, Equitest provides a comprehensive report within 3 days or refunds the subscription.
Pricing
Equitest offers both standard subscription plans and lifetime deals through AppSumo:
Standard Plans (via equitest.net):
- 1 Company Plan: $299 for 12 months. Includes 6 valuation methods (DCF, PE Multiple, Book Value Multiples, Revenue Multiples, Asset-Based Valuation, Berkus Method) and email support with 24-hour guaranteed response.
- 20 Companies Plan: $999 for 12 months. Includes 8 valuation methods (adds EBIT Multiple and EBITDA Multiple) with email support and 8-hour guaranteed response.
- 100 Companies Plan: $1,999 for 15 months. Includes 10 valuation methods (adds SDE Multiple and VC Valuation) plus advanced analyses (LBO Analysis, Monte Carlo Simulation, Value at Risk, Convertible Loan), 6-hour response time, and a dedicated account manager.
AppSumo Lifetime Deals (One-Time Payment):
- Plan 1: $99 lifetime for 16 companies with 6 valuation methods, pitch-deck creator, investment proposal letters, and cap table management.
- Plan 2: $198 lifetime for 35 companies with 9 valuation methods including EBIT, EBITDA, and SDE multiples.
- Plan 3: $297 lifetime for 60 companies with 10 valuation methods plus Monte Carlo Simulation and Value at Risk (VaR) analysis.
All AppSumo plans come with a 60-day money-back guarantee and include lifetime access with all future plan updates.
Who Should Use Equitest?
Equitest is designed for a broad range of financial professionals and business stakeholders. Business appraisers and valuation experts can dramatically accelerate their workflow, reducing report creation from days to minutes. CPAs and accountants benefit from automated financial data import and analysis. Business brokers use it to produce credible, third-party valuations for negotiations. Investors leverage the platform to gauge potential investments and determine appropriate equity stakes. Startup founders prepare the necessary financial documents to attract investors. Attorneys rely on verifiable metrics to provide data-backed valuations during negotiations.
The platform positions itself as a best alternative to Valutico, Equidam, BizEquity, ValuAdder, Valusource, and Nimbo, with users citing faster results and more robust capabilities at a fraction of the cost of competing solutions.
Affiliate Program
At the time of this review, Equitest does not appear to offer a public affiliate or partner program directly through its website. The platform is available through the AppSumo marketplace, which has its own affiliate referral system, but no first-party commission structure was found.
