Business Valuation Software Development

Business valuation and CIM software built around your firm's own methodology, not a per-report fee

Every business broker and M&A advisor ends up doing the same thing before a deal can move: reformatting the same valuation model and the same CIM template for the next engagement, pulling comps by hand, and paying per report or per seat for a tool that was never built for how your firm actually values a business. We build valuation and CIM generation software that auto-populates from live financials and comps, scoped around your firm's own methodology.

  • Valuation modeling for income, market, and asset-based approaches, built around your firm's methodology

  • Auto-populated CIM generation from live financials, not a manually reformatted template

  • Comps integration so market data feeds valuations directly instead of being pasted in by hand

  • Fixed-cost delivery, scoped up front, with source code ownership

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See our work

The problem

Sound familiar?

  • Your team still rebuilding the same valuation model and CIM template by hand for every new engagement?

  • Relying on a vendor whose pricing and roadmap can change after an acquisition, like BizEquity's after CBIZ bought it in 2021?

Short answer

Business valuation and CIM generation software development means building a firm-branded system that produces business valuations and confidential information memoranda from live financials and comps data, instead of a per-report desktop tool or a generic template. RaftLabs builds this for business brokers, M&A advisors, and appraisers who produce valuations and CIMs regularly enough that a licensed, per-seat tool like ValuAdder or BizEquity no longer fits their volume or their firm's own methodology. An MVP build typically runs $20,000-$50,000 over 12-15 weeks; a full build with auto-populated CIM generation and comps integration runs $50,000-$100,000 over 15-18 weeks, at a fixed cost.

Key takeaways

  • Auto-populating valuations and CIMs from live financials removes the manual reformatting step that repeats on every single engagement.
  • Comps integration matters because market data pasted in by hand goes stale the moment a new transaction closes, quietly undermining the valuation it feeds.
  • A vendor's ownership change, like BizEquity's acquisition by CBIZ in 2021, is a real pricing and roadmap risk for a firm that depends on that tool for every deal.
  • A full build with auto-populated CIM generation and comps integration typically takes 15-18 weeks at a fixed, agreed cost.

Trusted by

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Business valuation software delivery, by the numbers

products shipped
100+
cost delivery
Fixed
week delivery cycles
12-18

The same valuation model and CIM template, rebuilt by hand for every deal

Business brokers, M&A advisors, and appraisers producing valuations and CIMs regularly end up doing the same manual work on every engagement: reformatting a template, pasting in comps, and reconciling financials that live in a spreadsheet, a licensed desktop tool, or both. We build the system that auto-populates from your firm's own financials and comps data, so that work happens once, in the software, not again on every deal.

Capabilities

What we build

  • 01
    Valuation modeling engine

    Income, market, and asset-based valuation approaches built around your firm's own methodology and weighting, not a fixed generic model.

  • 02
    Auto-populated CIM generation

    Confidential information memoranda that draft directly from live financials and valuation output, replacing the manually reformatted template.

  • 03
    Comps integration

    Market and transaction comps data feeding valuations directly, so the figures behind a valuation stay current instead of being pasted in by hand.

  • 04
    Firm-branded output

    Valuation reports and CIMs that carry your firm's own branding and format, not a template stamped with a vendor's name.

  • 05
    Multi-broker access and workflow

    Role-based access across brokers and appraisers working the same deal, so a multi-broker firm isn't licensing per-seat access to a vendor's platform.

  • 06
    Financial data integration

    Structured import from client financials and accounting exports, so valuation inputs don't require manual re-entry for every engagement.

How we work

From methodology mapping to live software

  1. Weeks 1-2
    01

    Discovery and methodology mapping

    We map your firm's valuation methodology, CIM format, comps sources, and financial data inputs. You leave with a written scope and a fixed-price quote.

  2. Weeks 2-5
    02

    Data architecture and integration design

    We design the valuation data model, the comps integration layer, and the CIM generation logic around your firm's own template.

  3. Weeks 5-15
    03

    Build in two-week sprints

    You review working software at each sprint. Valuation modeling, CIM generation, and comps integration are built and tested incrementally.

  4. Final 2-3 weeks
    04

    Testing and rollout

    The system runs against real client financials and past deals so your team can validate valuation output and CIM formatting before it goes live.

Why us

Why brokers and advisors choose RaftLabs

  • 01
    Senior engineers build what they scope

    The engineers who map your valuation methodology also build the modeling engine. No offshore handoff after the contract is signed.

  • 02
    Fixed price before development starts

    We scope the work, calculate the cost, and lock it in writing before any development starts.

  • 03
    Founded 2015, 100+ products shipped

    A track record building financial software that handles sensitive client data, valuation logic, and deal documentation with care.

  • 04
    You own the source code

    No per-report fee, no per-seat license, and no dependency on a vendor whose pricing can change after an acquisition. The codebase is yours.

Have a business valuation software project?

Tell us how your firm builds valuations and CIMs today, and where the manual work is. We'll scope a fixed-cost build.

Scope your valuation software project

Related services

What clients say

What clients say about working with us

Three-year average engagement. Founders and operators describing the work in their own words. No marketing varnish.

Amer Abu Khajil
Amer Abu Khajil
Canada flagCanada
Founder, Peak Studios & Perceptional

I found RaftLabs to be the perfect partner for Perceptional, with their expertise in helping startup founders build MVPs, a free consultation, a prototype that matched my vision, and their unwavering support.

01 / 06

Business Valuation Software Development, scoped in one call.

Tell us what's broken. Within one business day you get a straight take on cost, timeline, and the right first step. No deck, no pressure.

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Frequently asked questions

Business valuation software models a company's worth using income, market, and asset-based approaches. CIM software generates the confidential information memorandum used to market a business for sale, typically pulling financials, valuation output, and market comps into one firm-branded document instead of a manually assembled one.

Yes. Connecting to your financial data sources and comps feeds so valuations and CIM drafts populate automatically, rather than being rebuilt by hand for every engagement, is the core of most requests in this category. We scope your data sources during discovery.

An MVP build typically runs $20,000-$50,000 and takes 12-15 weeks. A full build with auto-populated CIM generation and comps integration runs $50,000-$100,000 over 15-18 weeks. We scope a fixed cost after discovery.

ValuAdder and BizEquity are licensed, per-report or per-seat tools built for a broad market of individual practitioners. Custom software makes sense once a multi-broker firm producing dozens of valuations and CIMs a year wants firm-branded output, its own methodology built in, and ownership of the system instead of a recurring per-report fee to a vendor whose pricing can change after an acquisition.

Both. A solo appraiser typically starts with the MVP tier - a firm-branded valuation and CIM tool without full comps automation. A multi-broker firm producing valuations at volume is usually the one that justifies the full build with auto-populated CIM generation and live comps integration.

Yes. We build the valuation logic around how your firm actually weights income, market, and asset-based approaches during discovery, rather than shipping a fixed generic model.

Work with us

Tell us what you need. We'll tell you what it would take.

We scope Business Valuation Software Development in 30 minutes. You walk away with a clear cost, timeline, and approach. No commitment required.

  • Scope and cost agreed before work starts. No surprises. No obligation.
  • Working prototype within 3 weeks of kickoff.
  • Pay by milestone. You see progress before each invoice.
  • 60-day post-launch warranty. Bug fixes, UI tweaks, and deployment support. No retainer.
  • All conversations are NDA-protected.