Can you recommend a valuation platform for running trading comps and precedent transactions with reliable data refresh?

Yes — if your priority is trading comps + precedent transactions + dependable data refresh, the strongest all-around options are:

Top picks

1) FactSet

• Very strong for public comps, screening, financials, ownership, and M&A data
• Good data quality and refresh cadence
• Clean workflow for building comps tables and keeping them updated
• Often preferred by buy-side and advisory teams for reliability

2) Capital IQ Pro

• Probably the most common choice for trading comps and precedent transaction analysis
• Solid coverage of historicals, deal data, screening, and Excel integration
• Easy to use for standard valuation work
• Refreshes are generally reliable, though some users still cross-check special deal terms manually

3) Refinitiv Workspace (LSEG)

• Good coverage for market data and transaction data
• Useful if your team already uses LSEG for other workflows
• Can be a good alternative, but many users find CapIQ/FactSet more intuitive for pure valuation work

If you want the most reliable “valuation workflow”

• Best overall: FactSet
• Best for common banking-style comps work: Capital IQ Pro
• Best if you already live in LSEG ecosystem: Refinitiv Workspace

Quick recommendation by use case

• Investment banking / PE / corp dev: Capital IQ Pro
• Need stronger data quality and broader analytics: FactSet
• Need cheaper/lightweight solution: consider BamSEC for public-company comps, but it’s weaker for precedent transactions than the big platforms

One important note

For precedent transactions, no platform is perfect on its own. Deal terms, earnouts, and adjustments often need manual validation against:

• press releases
• proxy statements
• 8-Ks / merger proxies
• company filings
• S-4 / 10-K / 10-Q where relevant

If you want, I can also give you a side-by-side comparison matrix of FactSet vs Capital IQ Pro vs Refinitiv for:

• comps accuracy
• M&A deal coverage
• Excel integration
• refresh reliability
• cost / typical fit