Use Case: Valuation

Quickly determine an accurate economic value of a business

Valid8 connects and verifies bank and accounting data to rapidly gain reliable financial health and cash flow insights.

Verified Financial Intelligence for Corporate and Business Valuations

Valid8 connects banking evidence with accounting data, rapidly parsing, reconciling, and categorizing data to quickly provide a comprehensive and verified picture of the economic value.

Valid8's Verified Financial Intelligence Platform

Automatically Organize Banking Data & Immediately See Issues

Upload accounting data, bank statements, brokerage statements, credit card statements, and checks. Valid8 automatically organizes the data for you and flags any missing, incomplete, or inaccurate data.

Categorize Transactions Faster

Valid8 automatically categorizes transactions by multiple criteria, including type, location, and counterparty. You can also create and and group transactions by custom categories, making it easier to see spending patterns of a business.

See Intercompany Transfers & Transfers Between Accounts

Valid8 visualizations allow you to automatically see the flow of funds between accounts and legal entities. Visibility into intercompany transfers and transactions provide a clear view of how related entities operate financially, enabling a more comprehensive valuation.

Quickly Identify Undisclosed Accounts

Transactions that appear in banking evidence with only one side of a transfer are automatically identified as “Possible Transfer”. These are indications of possible missing or undisclosed accounts to include in the valuation.

Download Trended Statement of Cash

Valid8’s cash flow analytics tools provide detailed historical data and help forecast future cash flows, enabling rapid valuation via income-based methodologies.

Ongoing Monitoring of Cash Flow

The platform’s cash flow analytics tools provide ongoing visibility for financial executives between formal valuation processes.

Downloadable Reports

The Financial Activity Report provides an indexed PDF that ties each transaction back to the source material. It can be downloaded and combined with cash flow reports for stakeholder meetings.

Use Valid8 for Every Step in your Valuation & Ongoing Financial Management Process

Banking Data Organization

Banking Data Reconciliation

Accounting Data Reconciliation

Cash Flow History

Cash Flow Forecasting

Cash Flow Monitoring

What Customers Say

“We were able to get our output in just a couple of days versus weeks or even a month.”

Ken Feinstein

CFE, Managing Director, J.S. Held

“The speed of digitization, transfer match, and one-click to Excel were all critical to our success, but the most impressive aspect of Valid8 is the ease of use.”

Brandlin and Associates