BizEquity

b2b fintech

STATUS: Acquired/Merged
FOUNDING YEAR: 2010
LOCATION: Singapore
Last Update: 08/09/2020

Subscribe to the MEDICI Inner Circle Membership and gain access to an exclusive WhatsApp community where you can engage in discussions with global industry experts!

About

The BizEquity solution allows professional business advisors to quickly develop accurate and comprehensive business valuation assessments for business owners.Financial advisors, accountants, business coaches, insurance agents, and bankers use BizEquitys online solution and data to deliver greater value to their clients, generate additional revenue, enhance their professional credibility, and identify prospective clients.Customized business valuation reports, access to data on millions of privately-owned businesses, and expert support help professional advisors to effectively leverage the BizEquity solution to enhance their practice.The BizEquity solution is more comprehensive than simple business valuation calculators that rely only on tax return data or rules of thumb. And in contrast to reports prepared by business valuation specialty firms, assessments can be prepared more quickly, less expensively, and more transparently.Developed and supported by experts with first-hand experience, BizEquity is working with more than 850 leading professional advisory firms in the US, Europe, and Asia.Visit our site at www.BizEquity.comOr request a Demo at https://www.bizequity.com/demo

MEDICI Analysis

The company provides an online business valuation software for small and medium businesses.

Focus

PRODUCTS & SERVICES

The company does Business Valuation and creates Business Valuation Reports

REVENUE MODEL

Subscriptions, white labelling

MAIN CLIENTS

Security Mutual Life

National Life Group

Guardian

kpmg

Tiaa

Entrepreneur

Equifax

Penna Mutual

Mass Mutual financial group

First National bank etc..

PRIMARY PROBLEM SOLVED

Together we have invented and patented a new way to help small businesses and their advisors understand business value better, faster, and more cheaply

COMMENT

The company’s Valuation-as-a-Service leverages big data to provide real-time valuation monitoring, a pre-value estimate for more than 33 million companies, as well as online advice and alerts.

Traction

VALUATION / MARKET CAP:

$34 M in 2014

TRACTION COMMENT:

The company has over 440 financial institutions distributing its patented service offering. (Oct. 2018)

People

BOARD MEMBERS AND ADVISORS

Allen Pathmarajah

NUMBER OF EMPLOYEES

11-50

INVESTORS:

Brinker Capital

Frost Brooks

Sir Maurice Victor Blank

KEY EMPLOYEES:

Michael Carter(CEO)

Momentum

FUNDED

YES

TOTAL FUNDING

$5.1 M

DATE OF LAST FUNDING

Oct 2018

FUNDING SERIES

SERIES A  · $5.1 M  · Oct 2014

LISTED

NO

Join the exclusive global FinTech community

Be a part of the global FinTech community on WhatsApp

BizEquity

About

The company provides online Business Valuation software for small and medium businesses.

Focus

PRODUCTS & SERVICES

SaaS based Business Valuation Engine for SMEs and their advisors

REVENUE MODEL

Subscriptions, white labelling

TOP PROBLEM SOLVED

Together we have invented and patented a new way to help small businesses and their advisors understand business value better, faster, and more cheaply

PRODUCT DEVELOPMENT STAGE

V2.0 or BEYOND

KEY DIFFERENTIATORS

VAAS - Valuation-as-a-service Quick, easy to use, innovative approach to business valuations for SMEs

PRIMARY CUSTOMER TYPE

Enterprise - Banks or Financial Institutions

Enterprise - Retailers

Small and Medium Business - Online Retail

Traction

LIVE USERS/TRANSACTIONS:

Yes, in live production

CHANNEL STATUS

MULTIPLE CHANNELS

People

NUMBER OF EMPLOYEES

11-50

Momentum

FUNDED

YES

TOTAL FUNDING:

$5.1 M

LISTED

NO

FUNDING SERIES
Series B