Scale Your
Valuation Business
Stop the manual data collection and endless email chains. Streamline data collection, keep customers updated, and deliver valuations faster - all through your own branded portal.
Modernize your business valuation services
Manual Request Management
Managing valuation requests through email, spreadsheets, and shared folders creates bottlenecks, increases error rates, and makes it difficult to scale your practice efficiently.
Repetitive Data Collection
Asking clients for the same information repeatedly for different valuation types wastes time. Each request requires manual follow-ups, form creation, and data organization.
Modern, competitive experience
Give your clients the software-driven experience they expect to set you apart from competitors still using email and spreadsheets.
Your branded valuation portal
Create custom intake forms for each valuation type, manage requests through automated workflows, and provide clients with a professional, branded experience on your own subdomain.
Keep all your valuation clients organized in one place with full request history.
Get real-time updates on the status of your valuation.
Monitor requests, turnaround times, and revenue at a glance.
Progress status changes automatically notify your clients—no manual follow-ups needed.
Our team helps you onboard, customize your portal, and grow your valuation practice.
Complete workflow management
Track requests from draft to completion with built-in workflow states. Manage 409A, Gift & Estate, Portfolio, Business, QSBS, Fairness Opinion, and custom valuations all in one platform.
- Custom form builder
- Automated workflows
- Client portal access
- Document management
- Status tracking
- Team collaboration
NovaTech Labs
Request Notes
0%
Reduction in admin time
0x
More requests handled
0%
Client satisfaction
0+
Valuations delivered