Is NeuraCap an appraiser, an adviser or a broker?

No. NeuraCap is software and research. It is not a broker, appraiser or adviser, does not give tax, legal, accounting or investment advice, and creates no fiduciary relationship with you or your client. You remain responsible for the advice you give.

Can I use it for a formal valuation engagement?

A NeuraCap report is analysis. It is not an appraisal, a valuation opinion or a fairness opinion, and it does not certify anything. Whether an engagement calls for a formal valuation under your professional standards is your decision. NeuraCap speeds up the research and the first draft behind whatever you decide to issue.

Who decides the add-backs and adjustments?

You do. Each adjustment shows where it comes from, the document, page and line or the calculation behind it, with a one-line reason. You change any figure by asking the assistant or typing in the report, and every change is kept in a trail you can undo.

Can it value a small, owner-run business?

Yes. Main Street and lower-middle-market businesses are what it is built for. You provide the financials and describe what the business does, and NeuraCap compares it to listed peers and relevant transactions. Where a fair comparison is not available, the report says so.

Can I send a client a report in my firm's branding?

Yes. Your header, footer, cover, letterhead, fonts and logo are set up with you at onboarding, so documents leave in your branding without anyone formatting them.

Is client financial information secure?

What you upload is encrypted in transit and at rest on AWS, and client data is never published or pooled. The security page describes how it is handled in full.

The sector research is free to read in full. Platform access is scoped to your team, so there is no published price list. The pricing page explains what each level includes.

For CPAs and wealth advisors

Put a number on the client's business. Keep the conversation going.

NeuraCap is AI for Main Street. Upload the financials you already hold for a client, get a sourced valuation drafted in your firm's template, and keep the owner informed as their market moves. The advice, the judgement and the client relationship stay with you.

Owner-operator clients
Your firm's template and branding
Every figure traced to its source

Book a demo Get a free sample report

Your workflow

Four places a client's business comes up

NeuraCap does the valuation research and the first draft. What the number means for the client's plan, taxes and family is advice only you can give.

Valuing a client's business for planning
Replace the guess in the plan with a sourced range
Today
The business sits in the plan at book value, a rule of thumb or whatever was last looked at, and everything built on it is only as good as that number.
NeuraCap
Reads the financials you already hold in any format, recasts them with the owner's add-backs, and values the business against similar transactions and comparable companies.
You get
A client-ready valuation range in your template, with every figure linked to the document line it came from.
Buy-sell agreements
Refresh the number the agreement depends on
Today
A buy-sell agreement is only as current as the value it points to, and updating it usually means commissioning the work all over again.
NeuraCap
Takes this year's financials and drafts a fresh valuation in the same template, so the owners are looking at a current, sourced number rather than an old one.
You get
A valuation both partners can trace line by line.
Succession and exit planning
Start the conversation with evidence
Today
An owner weighing a sale, a handover to family or a management buyout has little to judge what the business might fetch, so the conversation stays hypothetical.
NeuraCap
Shows where valuation multiples sit in the client's industry, what similar businesses have sold for, and a first-pass range for the business.
You get
A sector read and a first range to anchor the owner conversation.
Keeping clients informed
Give owners a reason to hear from you
Today
Between annual meetings a client's business is a blind spot, and nobody has time to track every client's industry.
NeuraCap
Runs automated coverage across 50+ industries, so a sector update is ready to forward, and lets you re-run a client's valuation to show what the business is worth now.
You get
Industry updates you can forward, and a fresh view of the client's value when the market moves.

The deliverable

What you walk away with

A valuation range across methods, in your firm's template, to download as Word or PDF
Every figure linked to the page and line of the document it was read from
The owner's add-backs applied to the financials, each with its source and a one-line reason
Precedent transactions and comparable companies, with the multiples they were priced at
Sector outlooks and a bi-weekly M&A update for the client's industry
A refreshed valuation when the financials or the market change

How every figure is sourced and checked is written out on the methodology page, and how client material is handled on the security page.

Judge it first

Read the work before you try it.

The industry research is published in full, with no account and no email gate. It is built the same way a report on your client would be.

Roughly quarterly, ~20 pages

Industry Sector Outlook

Where multiples sit in a sector, what the companies in it are worth, and who is buying.

Every two weeks, ~7 pages

Industry Events & M&A Update

Who announced what, and which businesses changed hands, in the industries we cover.

Per company

Company valuation reports

One company valued across methods, with peers and precedent transactions, in the format a client receives.

Straight answers

The questions we are asked first

Including what NeuraCap is not, which matters more here than anywhere else on the site.

Is NeuraCap an appraiser, an adviser or a broker?: No. NeuraCap is software and research. It is not a broker, appraiser or adviser, does not give tax, legal, accounting or investment advice, and creates no fiduciary relationship with you or your client. You remain responsible for the advice you give.
Can I use it for a formal valuation engagement?: A NeuraCap report is analysis. It is not an appraisal, a valuation opinion or a fairness opinion, and it does not certify anything. Whether an engagement calls for a formal valuation under your professional standards is your decision. NeuraCap speeds up the research and the first draft behind whatever you decide to issue.
Who decides the add-backs and adjustments?: You do. Each adjustment shows where it comes from, the document, page and line or the calculation behind it, with a one-line reason. You change any figure by asking the assistant or typing in the report, and every change is kept in a trail you can undo.
Can it value a small, owner-run business?: Yes. Main Street and lower-middle-market businesses are what it is built for. You provide the financials and describe what the business does, and NeuraCap compares it to listed peers and relevant transactions. Where a fair comparison is not available, the report says so.
Can I send a client a report in my firm's branding?: Yes. Your header, footer, cover, letterhead, fonts and logo are set up with you at onboarding, so documents leave in your branding without anyone formatting them.
Is client financial information secure?: What you upload is encrypted in transit and at rest on AWS, and client data is never published or pooled. The security page describes how it is handled in full.
What does it cost?: The sector research is free to read in full. Platform access is scoped to your team, so there is no published price list. The pricing page explains what each level includes.

NeuraCap is a product of Data Function Inc. Nothing on this page is an appraisal, a fairness opinion or investment, tax, legal or accounting advice, and no fiduciary relationship is created by reading it. See the full disclaimer.

Try it on a client you are already advising.

Book a demo, or tell us the company and we will send you a free sample report, so you can judge the work on something real.