Once you have placed the order for valuation, you can fill out the valuation questionnaire. After answering the questions, a summarized startup valuation report will be prepared and available for download.

Additionally, projection is a tool for gaining insights into a company’s financial performance to make informed business decisions, plan for growth, and stay ahead of the competition.

Note: The projection is only available for “Growth” plan holders. Kindly upgrade your plan to unlock this feature. 

Here are the steps to follow:

Step 1:  Log into your Eqvista account and select the company account. 


On the dashboard, click on “Startup Valuation” on the left-hand side to get a drop-down menu and click on “Projection”. 


Step 2: Then, you will be redirected to the next page where you can begin the process of filling out the projection. You begin by selecting the option:

  • Manual: The fields need to be filled manually with the required values to calculate projections.
  • Smartfill: Fill in the required information and it automatically calculates the projections.

In this case, we have selected the option “Smartfill”.

Note: You can also fill the projection manually by clicking “Manual”. Check out the support article to learn more about the manual option.


Step 3: After choosing the option, you can begin filling in the details.

filing the details

You will need to provide information regarding:

  • Stage of Company: The life cycle of a business in phases over time and is most commonly divided into stages (Startup, Expansion, and Maturity).
  • Starting Revenue: It is the income generated from business operations, determined by multiplying the number of units sold by the average sales price.

Revenue = Number of Units Sold x Average Sales Price

  • EBITDA: The earnings before interest, taxes, depreciation, and amortization measure the company’s financial performance and profitability.

EBITDA = Net Income(E) + Interest(I) + Tax(T) + Depreciation(D) + Amortization (A)

  • Rate of Return: A rate of return is the gain or loss of an investment over a specified time, expressed as a percentage.

Rate of Return (RoR) = Current Value – Original Value

Original Value

  • Expected Revenue Growth: The amount of revenue your company makes compared to the previous year. The increase in total revenues divided by total revenues from the same period in the previous year.
  • Terminal Growth Rate: The constant rate at which a company’s expected cash flows are assumed to grow indefinitely. 

To reset the information entered, click on “Reset”. Once you have filled in the details, click on “Calculate”.

Step 4: Once you click “Calculate”, it automatically calculates the projection based on the given information. 

Note: The values are displayed in two formatsUSD and Percentage

In this case, we have selected the USD format. 

USD format

However, to see how the data appears on the dashboard’s projection graph, you will have to follow the next step.

Step 5: To see the graphical representation of the projection, click on “Startup Valuation” and from the drop-down menu click on “Dashboard”.

Note: On this page, you will find valuation data and methods breakdown. You can edit the questionnaire by clicking “Edit” on the top right of the projection panel. To further understand the dashboard, check out the support article.

download reports

You can download this report by clicking the “Download Report” to get a drop-down menu and click on “Projection”. 

Step 6: Once you click “Download”, the valuation report gets downloaded as an Excel in your Downloads


Double-click the Excel file to open the downloaded report.


To improve your company valuation, you can also complete software valuation and custom weighing. Check out the respective support articles to learn more about this.

For more information on Eqvista’s other processes, check out our support articles or get in touch with us today!

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