Valuation Automation Platform for Professionals
White-label platform built by a CPA for valuation professionals. AI handles data entry and calculations. You focus on analysis and client relationships.
For CPA firms, valuation consultants, PE/VC funds, and law firms
Scale Your Practice Without Scaling Headcount
What used to take 40 hours now takes 4
AI extracts financials, cap tables, and prior valuations. Eliminate data entry.
Flat monthly fee. No usage limits. Scale profitably.
White-labeled reports. Your credentials, your signature, your clients. We're invisible.
Why Professionals Choose Us
AI Document Processing
Upload Excel, PDF, Word. AI auto-extracts financials, cap tables, and prior valuations. No manual data entry.
Built-In Compliance
AICPA SSVS, IRS Safe Harbor, DOL/ERISA, ASC standards automated. Every checkbox checked.
Your Branding, Always
White-label reports with your firm name, logo, and credentials. We're completely invisible to your clients.
9 Valuation Types
409A, ESOP, Gift/Estate, Buy-Sell, PPA, Fairness Opinions, ASC 718, Goodwill, Portfolios - one platform.
Bank-Level Security
Your clients' financial data encrypted and protected with enterprise-grade security.
Built by a CPA
Not just tech people. Built by a licensed CPA who understands valuation standards and compliance.
Virtual Data Rooms
Secure client portals for M&A deals with role-based access, Q&A, and activity tracking.
Audit Defense Packages
Auto-generated compliance documentation and management representation letters for IRS/DOL defense.
API Access (Coming Soon)
Integrate into your existing workflow and practice management systems.
For Valuation Professionals
Accelerate your practice with our white-label valuation platform
Built by a CPA, for Professionals
Stop spending weeks on data entry and calculations. Our platform handles the heavy lifting while you focus on analysis and client relationships.
10x Faster Turnaround
AI extracts financial data, cap tables, and prior valuations. What took 40 hours now takes 4.
White-Label Reports
Your firm's branding, your credentials, your signature. We're invisible to your clients.
Compliance Built-In
AICPA SSVS, IRS, DOL, ASC standards automated. Every checkbox checked, every calculation documented.
All Valuation Types
409A, ESOP, Gift/Estate, PPA, Fairness Opinions, Buy-Sell - one platform for your entire practice.
Partner Benefits
- Volume Pricing: Scale your practice without scaling headcount
- API Access: Integrate into your existing workflow
- Priority Support: Direct line to our CPA founder
- No Lock-In: Month-to-month, cancel anytime
- Unlimited Users: Your entire team on one account
ā¢ Independent valuation consultants
ā¢ PE/VC funds (portfolio valuations)
ā¢ Law firms (M&A, estate planning)
ā¢ Business brokers
Free 30-day trial for qualified professionals
How It Works
Your expertise + Our automation = Better outcomes
Client Uploads Docs
Your client uploads financials, cap table, prior reports directly to your branded portal
AI Extracts Data
Platform auto-fills forms, runs calculations, generates draft report in minutes
You Review & Adjust
Focus on analysis, assumptions, and professional judgment - not data entry
You Sign & Deliver
White-labeled PDF with your firm's branding and your credentials. Your reputation, our efficiency.
Trusted by Industry Leaders
See what our clients have to say about us
"ValuationNinja has revolutionized how we handle our 409A valuations. The process is incredibly smooth and the reports are comprehensive."
Sarah Chen
CFO at TechStart
"What used to take weeks now takes hours. The accuracy and compliance of their reports are unmatched in the industry."
Michael Rodriguez
Head of Finance, GrowthCo
"The team's expertise and the platform's ease of use make it a no-brainer for any startup looking to stay compliant."
Emily Thompson
CEO at InnovateAI
Ready to 10x Your Practice?
Schedule a demo to see how we can help you scale profitably.