Valuation & Financial Analytics / BI Verified

MoneySoft

United States

MoneySoft is a long-established US provider of business valuation and M&A deal-analysis software for brokers, advisors, CPAs and buyers.

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Key features

  • Candidate screening, normalization, valuation, pricing, and deal structuring in one connected workflow
  • Standards-based valuation (IRS Rev. Rul. 59-60, USPAP, SSVS) built into the deal model
  • Full capital-stack modeling — senior/junior debt, mezzanine, seller notes, equity tranches
  • Eight editable Word reports, from buy-side proposal through sell-side pitchbook

Integrations

  • ProSight Statement Studies (formerly RMA) and Integra for industry benchmarking
  • Done Deals, BIZCOMPS, and DealStats for market comparables. Imports financial data from Excel
  • outputs to Word and Excel.

More information

MoneySoft, Inc. is a Phoenix-based developer of M&A deal-analysis software. Its flagship product, DealSense, is an integrated system covering the full acquisition lifecycle: candidate screening, financial normalization, business valuation, acquisition pricing, deal structuring, capital-stack financing, and post-acquisition ROI modeling. Updated assumptions flow through the full model in real time as due diligence and negotiations evolve. For strategic acquirers, MergerSense models the combined entity to measure accretion, dilution, and free cash flow returns.

What Makes MoneySoft Different

Key differentiators highlighted by the vendor.

  1. All-in-one valuation-to-deal-structuring workflow (DealSense)
  2. Serving valuation professionals since 1991
  3. Built-in report, pitchbook and proposal generation

Key facts

Year founded
1991
Pricing
Annual subscription, licensed per named user — currently $1595 first year, $795 annual renewal. Unlimited deals, scenarios, and analyses; no per-deal or per-client fees. Discounts available for M&A Source and AM&AA members.
Deal stage
Valuation
Target market
Strategic Buyers · Independent Sponsors & Family Offices · M&A Advisors & Intermediaries · CPAs & Accountants

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