How To Complete A Valuation In DealBuilder

How to perform a quick valuation using the DealBuilder Platform

Watch as Morgan walks through the steps of starting a project, entering basic information, and inputting the income statement. He also explain how to calculate net income and move on to the normalization process. Finally, he shows how our valuation software works by pulling comps from deal stats and arriving at a business valuation

See video below if you are looking for more details on using the Pro Forma tool in the Valuation section.

When using the projection tool for YTD figures, ensure you hit the pencil icon and enter in the end date corresponding to the YTD statement. Otherwise the system won't be to apply the automatic math.

Caley Hui

Deal Manager