Logo Alt
Website ↗ LinkedIn ↗ USA
MoneySoft

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

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.

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 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 sets it apart

  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

Category
Valuation / Financial & BI Software
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
Transaction
Target Market
Strategic Buyers, Independent Sponsors & Family Offices, M&A Advisors & Intermediaries, CPAs & Accountants

Related Tools