Every valuation you need, under one roof.
409A, ASC 820, cap table management, portfolio monitoring, and equity advisory — delivered by one credentialed analyst team to a single standard of audit defensibility. Pick the service you need, or let us scope it with you.
Five services, one valuation partner.
Each engagement stands on its own — and works better together. Choose the service that fits your need today; scale into the rest when you're ready.
Not sure where to start?
Tell us your situation and a credentialed analyst will scope the right engagement — no obligation.
Which service do you need?
Match your situation to the right engagement. When more than one applies, a single team handles it all.
Consistency that compounds.
When your 409A, ASC 820, cap table, and advisory work share one team and one methodology, every report reinforces the next.
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Connected services
One analyst team across every engagement
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Audit defense rate
Conclusions sustained through Big 4 fieldwork
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Typical turnaround
From complete data set to delivered report
One standard of defensibility
Every service ships with documented methodology and support built to withstand audit scrutiny.
One coordinated team
A single analyst group owns your work — inputs and assumptions stay consistent across deliverables.
Credentialed reviewers
Big 4 and institutional backgrounds, with a second-reviewer sign-off on every conclusion.
A predictable engagement, every time.
The same four steps power every service — so you always know what happens next.
Scoping call
We map your need to the right service — or combination of services.
Data intake
Cap tables, financials, and round activity collected into one workspace.
Modeling
Documented methodology applied to a fully supported point estimate.
Review & delivery
Second-reviewer sign-off, then an audit-ready report in your hands.
Frequently asked questions
It depends on the purpose. A 409A valuation supports stock-option strike prices for private companies; ASC 820 covers fair value marks for fund holdings and financial reporting; cap table management keeps ownership and dilution accurate; and equity advisory helps you structure incentive plans and waterfalls. If you're unsure, our analysts will scope the right engagement on a short call.
Yes. Most clients engage us across several areas — a 409A alongside cap table management, or portfolio ASC 820 marks with equity advisory. A single analyst team coordinates the work so inputs, assumptions, and documentation stay consistent across every deliverable.
Every engagement ships with a documented methodology, supporting schedules, and a sensitivity analysis formatted to withstand Big 4 audit scrutiny. We also coordinate directly with your audit team during fieldwork so reviews close without rework.
Standard 409A and ASC 820 engagements complete within 5–10 business days of receiving a complete data set. Cap table setup and equity advisory timelines are scoped to the complexity of your structure. We confirm a delivery date in writing before work begins.
Credentialed analysts with Big 4 and institutional valuation backgrounds. Every conclusion passes a second-reviewer sign-off before delivery — no engagement leaves the firm on a single set of eyes.
One conversation. The right valuation.
Tell us what you're solving for and our specialists will scope the engagement — a single service or a coordinated program across all five.