CoreValue
CoreValue is a privately held advisory technology firm founded in 2009 that provides operational data and tools to business owners, CEOs, and advisors for building sustainable and transferable enterprise value.
- Company typePrivate
- Founded2009
- HeadquartersWest Lebanon, United States
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
CoreValue firmographics
Firmographics- Name
- CoreValue
- Website
- https://corevalueforadvisors.com
- Company type
- Private
- Founded year
- 2009
- Headcount range
- 1–10 employees
- Short description
- CoreValue is a privately held advisory technology firm founded in 2009 that provides operational data and tools to business owners, CEOs, and advisors for building sustainable and transferable enterprise value.
- Ownership category
- akta.pro rank
CoreValue industry classification
Industry- Product category
- Enterprise Value Management Software
- NAICS
- Information (51)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Net Worth & Personal Balance Sheet Tracking (FSAGADAF)
- akta.pro secondary industry
- Fixed Assets Accounting (Capitalization, Depreciation, Asset Register) (BPAAAGAF)
Keywords
Where CoreValue is headquartered
LocationHeadquarters
- HQ city
- West Lebanon
- HQ country
- United States
- HQ region
- North America
Markets served
CoreValue business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales
CoreValue product offering
Product offeringCore offering
CoreValue provides owners, CEOs, and advisors with the operational data and tools they need to build sustainable and transferable enterprise value. The offering centers on operational analytics and advisory enablement for value creation, with a focus on making enterprise value both measurable and transferable over time.
Differentiator
Problem solved
Functional benefit
Companies that use CoreValue
Customer profileIdeal customer profiles1 record
CoreValue technology and API
TechnologyAPI detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
CoreValue competitors and assessment
Company assessmentEmerging players
- Fathom: Fathom provides financial analysis, reporting, and valuation tools for accountants and advisors. It targets a similar advisor-centric buyer with adjacent but overlapping value-management capabilities.
- DealRoom: DealRoom is a due diligence and M&A management platform used by deal teams and advisors. It intersects with CoreValue's 'transferable enterprise value' workflow at the deal-preparation and value-documentation stages.
- LivePlan: LivePlan is business planning and financial forecasting software used by owners and advisors. It competes for some of the same operational-data-and-tools budget, particularly among small business owners preparing for growth or exit.
Direct peers
- Value Builder System: The Value Builder System is a SaaS platform that scores businesses on drivers of transferable value and is sold primarily through a network of certified advisors. It is a direct conceptual analog to CoreValue's stated value proposition.
- ValuAdder: ValuAdder offers business valuation software and tools used by advisors and owners to estimate company value. It overlaps with CoreValue on the analytics/tooling layer of the value-building workflow.
- BizEquity: BizEquity provides an online business valuation platform targeted at business owners and advisors. It is the closest direct competitor to CoreValue, addressing the same 'enterprise value visibility' problem for the same owner/advisor buyer.
Broad incumbents
- Mercer Capital: Mercer Capital is an established business valuation and financial advisory firm with proprietary tools and thought leadership. It addresses the same advisor/owner market but primarily as a professional services incumbent rather than a pure SaaS vendor.
- Sageworks (now Abrigo): Sageworks/Abrigo provides financial software and data platforms for banks, credit unions, and advisors, including tools for business valuation and risk analytics. It overlaps CoreValue's advisory-tech footprint as a much larger incumbent.
Others
- Exit Planning Institute: Exit Planning Institute trains and certifies advisors in business value growth and exit readiness. It is thematically adjacent to CoreValue's mission of building 'transferable enterprise value' and serves the same advisor ecosystem.
- Klipfolio: Klipfolio provides operational dashboards and KPI tracking used by SMBs and advisors. It is adjacent infrastructure for the 'operational data and tools' category CoreValue plays in, but not a direct competitor.
Market position
Customer concentration
CoreValue social profiles
Digital presenceCoreValue financial estimates
Financial estimateRevenue estimate
Valuation estimate
CoreValue leadership team
Management profileNumber of profiles
CoreValue funding detail
Funding detailFunding overview
Funding rounds1 record
Investors3 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
CoreValue M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about CoreValue
What does CoreValue do?
CoreValue provides owners, CEOs, and advisors with the operational data and tools they need to build sustainable and transferable enterprise value. The offering centers on operational analytics and advisory enablement for value creation, with a focus on making enterprise value both measurable and transferable over time.
When was CoreValue founded?
CoreValue was founded in 2009. It employs 1 to 10 people.
Where is CoreValue based?
CoreValue is headquartered in West Lebanon, United States, in the North America region.
Who are CoreValue's main competitors?
Emerging players on record are Fathom, DealRoom and LivePlan. Direct peers are Value Builder System, ValuAdder and BizEquity. Broad incumbents are Mercer Capital and Sageworks (now Abrigo). Others are Exit Planning Institute and Klipfolio.
Does CoreValue have an API?
No public API is recorded for CoreValue.
What industry is CoreValue in?
CoreValue's product category is Enterprise Value Management Software. Its primary akta.pro industry code is FSAGADAF, Net Worth & Personal Balance Sheet Tracking, with a secondary code of BPAAAGAF, Fixed Assets Accounting (Capitalization, Depreciation, Asset Register). Its NAICS code is 51 and its SIC code is 7372.