Software and Data User Newsletter

Newsletter April 2026

Welcome to the April 2026 ValuSource Newsletter

Professional Deep Dive How ProSight (RMA) Annual Statement Studies™ Valuation Edition Delivers More Precise Benchmarking

Valuators eagerly await the release of the ProSight™ Annual Statement Studies –Valuation Edition every fall. ValuSource has worked with ProSight (formerly RMA) for more than 30 years to provide the business valuation community access to the studies’ enhanced data, for use in both our valuation software and your own Excel spreadsheets.

ProSight™ Annual Statement Studies – Valuation Edition is the only financial statement database that includes decile data, providing a comprehensive view of industry-wide performance and the ability to rank individual companies. In this article, we dig into just why this data is truly the gold standard for useful, credible, and defendable financial statement benchmarking — and how our Valuation Edition lets you leverage the data more precisely and efficiently for your valuation reports.

Quarterly AI Update for Valuators

Welcome to a new feature in ValuSource Insider! This month, we’re running the first of what will be regular updates on the latest developments in AI that valuators need to know about, including useful advice on how you can begin — or continue — to introduce ground-breaking tools into your valuation practice.

In this update, we’ll share some insights from a recent discussion with Nainesh Shah, Managing Partner – Valuation Advisory with Complete Advisors in New York City and a prominent expert specializing in integrating AI into business valuation and financial forensics.

Are Local LLMs the Answer for Confidential Information?

You’re probably well aware of some of the benefits that large language models (LLMs) like ChatGPT, Claude, Gemini, and CoPilot can have for your valuation practice, but you may understandably worry about the privacy implications — specifically, the risk of uploading confidential documents. Those documents could, for example, become part of the “training” for commercial, cloud-based AI tools and potentially pop up as part of a response to another user’s query down the road. Read our article to learn about a potential work-around, as well as its limitations.

What’s New NACVA Publishes Indispensable Guide for Private Enterprise Valuation

What does NACVA’s new valuation book say about databases? NACVA’s new Wiley-published Business Valuation: Fundamentals, Techniques, and Theory reinforce a key point: credible valuations require credible data, as well as knowing how to use, interpret, and apply that data appropriately. Along with valuation fundamentals, the book highlights the important role valuation databases play in supporting well-reasoned, defensible conclusions. Databases covered include ValuSource Market Comps, ValuSource M&A Comps, ProSight (RMA), IRS Corporate Ratios, First Research, Kroll, DealStats, BizComps, Pluris, and Bizminer.

Upcoming Webinars - Don’t miss these informative webinars:

SyncWarrior for Valuators
Automate Creating Valuation Reports with your Word and Excel documents. Thursday May 7th - SyncWarrior.
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23 Valuation Databases
23 Essential Valuation Databases: The Ultimate 50-Minute Crash Course to the Most Essential Valuation Databases. Thursday, May 14th, 2026.
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Business Valuation Software
Give us 30 minutes—and we’ll give you back hours on every valuation. May 21st, 2026 .
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Comparable Databases
Mastering Comps Data: Get the Most from ValuSource Market, M&A, and Guideline Company Databases, May 28th, 2026.
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