Valuation & Financial Analytics / BI

MoneySoft

United States

MoneySoft, Inc., based in Phoenix, Arizona, has developed business valuation and M&A analysis software since 1991. Its DealSense product combines valuation, deal pricing, structuring and economic analysis for M&A transactions and generates pitchbooks and acquisition proposals, while Business Valuation Specialist supports standards-based appraisals. The suite is complemented by Fixed Asset Pro (depreciation) and Benchmark Pro (financial statement analysis) and is used by business brokers, M&A advisors, CPAs, appraisers and investors.

Key features

  • DealSense M&A valuation, pricing and deal structuring
  • Standards-based business valuation reports (Business Valuation Specialist)
  • Automated pitchbooks, market studies and acquisition proposals
  • Financial statement analysis and industry benchmarking (Benchmark Pro)
  • Built-in report writer
  • Fixed asset and depreciation management (Fixed Asset Pro)

Integrations

  • Imports financial statement data from Excel and accounting exports
  • produces valuation and proposal outputs as Word, Excel and PDF documents for use in other workflows

More information

MoneySoft, Inc. is a Phoenix-based provider of business valuation and M&A analysis software founded in 1991. Its DealSense application supports valuation, scenario modeling, pricing and deal structuring for acquisitions, while Business Valuation Specialist helps appraisers create standards-compliant valuation reports. Benchmark Pro offers industry and ratio analysis from financial statements, and Fixed Asset Pro handles depreciation schedules for tax and accounting purposes.

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
Perpetual licences and annual maintenance for DealSense, Business Valuation Specialist and related modules, priced per licence and per firm.
Deal stage
Valuation
Target market
M&A Advisory · SME Owners · Private Equity · Investment Banking

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