ValuSource

What ValuSource does

ValuSource is a privately held, founder-owned software and data company providing business valuation and economic damages calculation tools to credentialed valuation professionals. Founded in 1986 (per company history) and headquartered in Colorado Springs, CO, the company operates as ValuSource, LLC (Delaware) with 11–50 employees and no external funding. Its core product, ValuSource Pro, is a Windows-based valuation suite built around Microsoft Word and Excel that automates the asset, income, and market approaches; the latest VSS9 release (2024) decoupled the analysis engine from Excel for the first time.

The platform is anchored by a proprietary data portfolio — RMA Annual Statement Studies (Valuation Edition with 10th–90th percentile decile data), ValuSource Market Comps, M&A Comps, BizComps, Kroll Cost of Capital, Pluris DLOM, FactSet premiums/discounts, First Research profiles, and an 85,000+ record S-1 Filings database — delivered through web platforms BVDataWorld and KeyValueData. Surrounding modules extend the workflow: SyncWarrior for Excel-to-Word report automation, Damages Advocate for litigation support, Business Evaluation Systems for brokers, and Online Business Valuation for owner self-service.

Revenue is generated almost entirely through 1-year, non-cancellable subscriptions sold direct (website and phone-based inside sales at 800.825.8736) and via an exclusive channel partnership with NACVA. Pricing is quote-based and not publicly disclosed; 7-day trials and 30-day money-back guarantees support conversion. The company self-reports approximately 80% market share of the U.S. business valuation applications, data, and report writers market.

Name

ValuSource

Legal name

ValuSource, LLC

Website

https://valusource.com

Company type

Private

Founded year

1986

Operating status

Operating

Headcount range

11–50 employees

Short description

ValuSource provides subscription-based business valuation and economic damages software plus proprietary benchmarking databases to credentialed U.S. valuators, CPAs, and litigation support professionals, sold direct and through NACVA.

Ownership category

akta.pro rank

Product category

Business Valuation Software

NAICS

Software Publishers (513210)

SIC

Services-Computer Programming Services (7371)

akta.pro primary industry

Purchase Price Allocation (PPA) & Intangible Asset Valuation (FSAEAHAF)

akta.pro secondary industry

Estate, Gift & Trust Valuation (BPAHANAL)

Keywords

• Business valuation software
• Valuation data databases
• Economic damages software
• Valuation report writing
• Financial benchmarking data

Headquarters

HQ city

Colorado Springs

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Software Subscriptions: Term-based subscriptions (1 year duration) for Windows-based valuation software including ValuSource Pro, BVM Pro, Express Business Valuation, and ValuSource Pro International. Includes technical support and software updates.
2. Web Data Subscriptions: Annual subscriptions for access to valuation databases through BVDataWorld and KeyValueData. Includes market comparables, financial data, cost of capital data, and industry benchmarking data.
3. Web Application Subscriptions: Subscription-based access to web applications including Online Business Valuation (OBV), Business Evaluation Systems (BES), and Damages Advocate. Continuously updated with all new features.
4. SyncWarrior Subscriptions: Subscription for the SyncWarrior Excel-Word integration tool. Automates report creation by linking Excel data to Word documents.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels7 records

Core offering

ValuSource develops, sells, and supports business valuation software and valuation data products for professional valuators, CPA firms, litigation support professionals, and business brokers. Its flagship ValuSource Pro is a Windows-based application built around Microsoft Word and Excel that automates financial analysis, benchmarking, and report writing for business valuations, supported by add-on web applications (Damages Advocate, Business Evaluation Systems, Online Business Valuation) and subscription databases (Market Comps, M&A Comps, RMA Valuation Edition, BizComps, Kroll Cost of Capital, S-1 Filings, Pluris DLOM, and others).

Product overview

ValuSource offers a comprehensive business valuation software and data ecosystem. The core product is ValuSource Pro (Valuation Software Suite), a Windows-based application built around Microsoft Word and Excel that automates business valuation and damages calculations. This platform integrates with SyncWarrior for report automation linking Excel to Word, and supports multiple add-on web applications including Damages Advocate (economic damages), Business Evaluation Systems (BES for brokers), and Online Business Valuation (OBV for business owners). The data portfolio includes BVDataWorld and KeyValueData platforms providing access to bundled databases including ValuSource Market Comps, ValuSource M&A Comps, RMA Valuation Edition, BizComps, Kroll Cost of Capital, First Research, S-1 Filings, Pluris DLOM, and FactSet data. The company holds approximately 80 percent of the business valuation software market.

Differentiator

Problem solved

Functional benefit

Brands

• SyncWarrior: Report writer tool that automates linking Excel data into Word documents for creating smart reports.
• Damages Advocate
• Business Evaluation Systems
• Online Business Valuation
• BVDataWorld
• KeyValueData

Products and services

• ValuSource Pro (Valuation Software Suite) Windows-based business valuation software built around Microsoft Word and Excel that automates and streamlines valuation practice, enabling professional valuators to produce comprehensive valuations covering asset, income, and market approaches with financial statement analysis, benchmarking, and standards-compliant Word reports.
• BVM Pro (Business Valuation Manager Pro) Professional-grade business valuation software for conducting comprehensive business valuations, offered alongside ValuSource Pro in the valuation software subscription line.
• Express Business Valuation Streamlined business valuation software designed for simpler valuation engagements and preliminary assessments, offered as a lower-tier option in the valuation software subscription line.
• BVDataWorld (Valuation Data Bundle Platform) Premium web-based valuation data platform providing access to bundled market comparables, financial comparisons, cost of capital data, and transaction databases with bundle tiers (Econ Assist, Silver, Gold, Platinum, Titanium) offering savings up to 73% versus a la carte pricing.
• KeyValueData Web-based valuation data application providing professional valuators access to databases including RMA Annual Statement Studies, Kroll cost of capital data, and other valuation databases available at www.keyvaluedata.com.
• SyncWarrior Standalone report automation tool that automates linking Excel data into Word documents, creating smart reports where words, sentences, and sections change intelligently based on business rules; usable without ValuSource valuation software.
• Damages Advocate Web-based application that automates economic damages calculations including lost profits and commercial damages for litigation support professionals and damages experts.
• Business Evaluation Systems (BES) Web-based valuation tool for business brokers that produces 'Most Probable Selling Price' reports for business sale transactions and client-facing deliverables.
• Online Business Valuation (OBV) Web-based self-service valuation tool providing ballpark valuation estimates for business owners seeking preliminary value assessments for retirement planning or sale preparation.
• ZAP Report Builder Word-based report builder using templates to automate engagement letters and valuation reports by pulling data from Excel into template fields, reducing custom report creation time from hours to minutes.

Quantifiable outcome

• Time savings of 10-20% compared to manual Excel and Word processes
• +3 more outcomes

Named customers5 records

Segments5 records

Ideal customer profiles5 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

AI capability4 records

Feature7 records

Partnerships

Three partnerships are on record, tiered core and flagship.

• NACVA (National Association of Certified Valuators and Analysts)coreChannel Partner/ Reseller/ DistributorExclusive channel partnership where NACVA distributes ValuSource products to their member base through nacva.valusource.com. NACVA members receive access to ValuSource software, data, and SyncWarrior products. NACVA promotes ValuSource as the preferred valuation software and data provider.
• RMA (Risk Management Association)coreTechnology or IntegrationOver 30-year partnership providing business valuation community access to RMA Annual Statement Studies data. ValuSource worked with RMA in 2005 to create the RMA Statement Studies Valuation Edition with enhanced decile data (10th-90th percentile) for more precise benchmarking. RMA data is integrated into ValuSource valuation software and available for Excel users.
• KrollflagshipTechnology or IntegrationProvider of Cost of Capital Navigator data and Company-Level Beta Module. Kroll provides equity risk premium (ERP) recommendations and country risk data used in CAPM and discount rate calculations for valuations.

Scale indicators6 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Eqvista: Provides business valuation software and 409A/private-company valuation services, targeting a similar professional and founder/cap-table customer base as ValuSource's core offerings.
• BizEquity: Online business valuation platform offering SMB and business-owner-facing valuation tools, directly comparable to ValuSource's Online Business Valuation and Business Evaluation Systems products.

Emerging players

• Carta: Cap table management and private-company 409A valuation platform with embedded valuation tooling; overlaps with ValuSource's private-company valuation use cases via a more modern, cloud-native stack.
• DealRoom: M&A lifecycle management platform with built-in valuation analytics, overlapping with ValuSource's M&A-adjacent valuation use cases (ValuSource M&A Comps) for deal professionals.
• Valuer.ai: AI-powered business valuation and competitive intelligence platform, competing for the same business valuation and market-comparables workflow but built natively on cloud and AI.

Broad incumbents

• PitchBook: Market-leading private capital market data provider including M&A multiples and comparables, serving valuation professionals with broader-scope data that overlaps with ValuSource Market Comps, M&A Comps, and BizComps databases.
• Sageworks (Abrigo): Provides financial analysis, benchmarking, and valuation-related analytics to financial institutions and their commercial clients; broader portfolio but overlaps with ValuSource's financial benchmarking and ratio analysis capabilities.
• S&P Capital IQ: Comprehensive financial data, analytics, and valuation benchmarking platform used by valuation professionals; overlaps with ValuSource's financial benchmarking and cost-of-capital data offerings as part of a much broader product suite.

Others

• NACVA: National Association of Certified Valuators and Analysts is ValuSource's exclusive channel partner and professional association; also publishes standards and training that compete for the same professional community's attention.
• Kroll: Global valuation services and data provider (Cost of Capital Navigator); simultaneously a ValuSource data partner and a competing valuation services firm for enterprise clients.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/valusource
• Facebookfacebook.com/ValuSource-171988209496200
• LinkedInlinkedin.com/company/979317

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about ValuSource