Software and Data User Newsletter

Newsletter March 2026

Welcome to the March 2026 NACVA Newsletter

Professional Deep Dive Part 3 - The Data-Driven MARS Method for Selecting the Best Comparables: FAQs

In our January and February 2026 issues, we introduced you to our new MARS (Multi-Attribute Ranked Search) method for identifying the best comparables and walked you through a hypothetical case to illustrate the different outcomes you’d obtain from a traditional manual search versus a traditional search enhanced with the MARS method.

In the final part of our series, we’ll address some of the questions you might have about bringing a new automated tool into your valuation workflow. We’ll clarify what MARS does and doesn’t do, explain how it aligns with sound valuation practice, and identify some ideal scenarios for using MARS — as well as some where the traditional manual method alone may prove preferable.

In Case You Missed Last Month’s Professional Deep Dive Part 2 - The Data-Driven MARS Method for Selecting the Best Comparables: A Practical Use Case

In a world where valuation experts’ access to such a significant volume of data is growing every day, new tools are necessary to analyze the vast amounts of data — and that’s where MARS comes in. Valuators typically begin by searching a transaction database applying a series of individual filters. A number of candidate comparables is eventually produced, and the valuator determines which to use in the valuation. MARS expands this valid approach by simultaneously assessing more attributes that might be comparable.

If at First You Don’t Succeed: Tips to Get Better Results from Your GenAI Prompts

NACVA recently held a webinar on how to use GenAI “prompt engineering” to obtain better results when using tools like ChatGPT, Copilot, Claude, Perplexity.ai, and Gemini. Colin Brown — the founder and chief technology officer of Syncnet, which helps consultants leverage AI and software — shared his advice on how to sharpen your prompts when you’re not happy the first round of results the tools produce. 

What’s New - OpenAI Introduces ChatGPT for Excel

In early March 2026, OpenAI announced the release of ChatGPT for Excel⁠ in beta, an Excel add-in that brings ChatGPT directly into workbooks to help build and update models, run scenarios, and generate outputs based on cells and formulas. Embedded directly in spreadsheets, this version can use the same formulas and structures you already rely on, and leave you more time for analysis and judgment.

Upcoming Webinars - Don’t miss these informative webinars:

23 Valuation Databases
23 Essential Valuation Databases: The Ultimate 50-Minute Crash Course to the Most Essential Valuation Databases. Thursday, April 2nd, 2026
Register Now

SyncWarrior for Valuators
Automate Creating Valuation Reports with your Word and Excel documents. Thursday April 9th - SyncWarrior
Register Now

Business Valuation Software
Give us 30 minutes—and we’ll give you back hours on every valuation. April 16th, 2026
Register Now

Comparable Databases
Mastering Comps Data: Get the Most from ValuSource Market, M&A, and Guideline Company Databases, April 23rd, 2026.
Register Now

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