409A valuations
in forty-eight hours,
not four weeks.
Audit-defensible, IRS safe-harbor compliant. Reviewed and signed by ASA-credentialed appraisers. For under one-third the cost of traditional firms.
409A Valuation
Here's what arrives in your inbox forty-eight hours from now.
A 47-page valuation report — audit-defensible, IRS safe-harbor compliant, signed by an ASA-credentialed appraiser. Not a screenshot. Not a placeholder. The actual deliverable.
From cap table to signed valuation in under forty-eight hours.
The six things that make a 409A actually defensible.
Not a screenshot tour. The six surfaces your auditor will actually ask about — built so each one stands on its own.
Cap table autoparser
Drop a CSV, paste from a spreadsheet, or sync from Carta / Pulley / Shareworks. Our parser handles preferred classes, vesting schedules, warrants, and SAFE conversions without manual cleanup.
Sensitivity matrix
See exactly how FMV shifts when volatility, time-to-liquidity, comparable revenue multiple, or DLOM moves. Bring auditor questions back to a single matrix instead of three rounds of email.
Methodology weighting
Adjust the OPM / market / asset blend with a slider — see the FMV impact in real time. Every weighting comes with a memo justifying the call to your auditor.
DLOM calculator
Run multiple discount-for-lack-of-marketability models in parallel. Compare outputs, defend your selection, and ship the memo with the report.
Audit trail
Every input change, every methodology decision, every reviewer signoff — captured with timestamp, IP, and rationale. Drop directly into your 409A audit packet.
Real-time recalc
Issued new option grants? Secondary sale? Change a single input and see the impact on common-share FMV instantly. Refresh your valuation any time — no re-engagement fee.
One flat fee. No hidden line items.
Most traditional firms quote $4,000–$8,000 and need 4–6 weeks. We don't. Every 409A is the same flat fee, signed inside 48 hours, with a full year of free updates.
- —Standard methodology
- —4–6 week turnaround
- —Re-fees on updates
- —Templated reports
- 47-page audit-defensible report
- ASA-credentialed appraiser signature
- IRS §409A safe-harbor compliant
- Full methodology + sensitivity tables
- Audit trail + reviewer memos
- Unlimited recalculations for 12 months
- Direct line to the appraiser
- Slack / email / WhatsApp support
- —Personalized methodology
- —3–4 week turnaround
- —Phone & email support
- —Updates billed hourly
A 409A is rarely the whole story.
The platform that grows with you.
Your 409A is one moment in a much bigger story. Value8 is the equity-management platform underneath — free forever for the core app, with optional paid features when you need them. Most startups we serve already use it for their day-to-day cap table work.
Cap table, source of truth
Issue grants, model dilution, run scenarios. Every shareholder, every class, every round — one continuous record from incorporation to exit.
Secure data room
Per-deal rooms with granular access, watermarked downloads, and full audit trail. Send investors and auditors exactly what they need, nothing more.
Tax & financial reporting
ASC 718 stock-comp expense, IFRS 16 leases, Section 102 in Israel, journal entries pre-formatted for your auditor. The reports your CFO files anyway, already done.
Liquidity & secondary
Run tender offers and secondary transactions with eligibility logic, pricing, and waterfall payouts built in. Give employees and early investors a path to liquidity.
Investor access
Update reports, KPI dashboards, and capital calls — all from the same cap table. Stop maintaining the same numbers in three places.
The whole platform.
No credit card.
Start with the free core app. Upgrade individual features when you need them. Your data is yours, exportable any time.
Founders and finance teams who can't afford a slow 409A.
Collaborating with Value8 was effortless. The professionalism and streamlined process made it an outstanding experience. They really paid attention to what I needed and nailed it.
Credentials you can trust.
Our appraisers bring hands-on experience from top-tier financial institutions and Ivy League business schools — the same people you'd hire individually, working on every valuation.
Every engagement is led by a named, credentialed appraiser — backgrounds across Ivy League finance, Big Four audit, investment banking, and law. Bios available on request.
Built for finance teams. Defended by experts.
Every report is reviewed and signed by an appraiser holding ASA, NACVA, or CVA credentials — the same qualifications the IRS recognizes for §409A safe harbor. Methodology follows the AICPA Practice Aid.
Your data is encrypted at rest and in transit, scoped per-engagement, and never used to train models.
One platform for every private-company valuation problem.
Five purpose-built tools, one continuous source of truth for your cap table, equity, and reporting.
Get your quote in 30 seconds.
Tell us a little about your company. A real human will reply within an hour with a quote and an estimated turnaround. No sales call, no commitment, no chasing.
Stop waiting weeks for a number
you needed yesterday.
Get a quote in 30 seconds. Most teams have their signed report inside 48 hours.