Individual Adviser
Save 2 months
- Institutional Valuation Dashboard
- Normalization Ledger
- Sourced discount-rate build-up
- Unlimited Valuations + PDF Downloads
- No Lead-Gen Widget
- No branded reports
Save 2 months
- Everything in Adviser
- Altos Lead-Gen Widget — full form
- Branded reports — your logo and colors
- Embedded Forms & Intake
Firm Plans
Save 2 months
- Everything in Adviser
- 5 seats included, extra seats $1,490/yr each
- Your logo and colors on every report
- Firm Dashboard
- Shared Valuation Library
- No Lead-Gen Widgets
Save 2 months
- Everything in Firm
- Extra seats $2,390/yr each
- 3 Lead-Gen Widgets — full form
- Your logo and colors, with no AltosIQ mark
- Embedded Forms & Intake
- Priority support — your requests handled first
Vs Competitors:Equidam ($400/yr locked) •BizEquity ($300+/mo per user) •Altos IQ (No Long-Term Contracts)
Frequently Asked Questions
How accurate are the valuations?
Our professional reports use the same methodologies as professional valuation firms: SDE multiples, comparable company analysis, weighted-average cost of capital (WACC) build-up, and industry benchmarking. Outputs are informational; for tax, litigation, or federally-related transactions, engage a credentialed valuation professional (ASA, CVA, or ABV).
Who is Altos IQ built for?
Altos IQ is built for advisers, advisory firms, and capital allocators working with privately held businesses. Individual plans support a single practitioner; firm plans add team seats and a shared valuation library.
Can I cancel my subscription?
Yes. You can cancel at any time from the Compass dashboard. Your access continues through the end of your current billing period. No long-term contracts.
How is my clients' financial data handled?
Inputs are processed in real time and stored against your account so you can revisit and refine the report over time. We use TLS in transit and encryption at rest, and we do not sell client data. See our Privacy Policy for full details.
Can I try it before subscribing?
Yes. A free account runs up to 10 valuations with the full engine and the full report on screen. Free reports are watermarked and cannot be exported to PDF, and document upload, accounting import and re-valuation are paid features. To take one report out without subscribing, buy it for $149 from its page. Subscribing removes the watermark, enables export, and lifts the cap. You can also view a fully populated sample report without creating an account.
Ready to run your first valuation?
Pick a plan above and start generating institutional-quality reports for your clients in minutes.