Defensible value. Documented method. Done in days.
Independent valuations, 409A reports, and capital structure work for raises, exits, and equity grants.
Machines for speed. Humans for judgment.
AI handles
- Multi-method triangulation
- Public comp screening
Senior advisor owns
- Method selection
- Defensible commentary
A clear cadence, not a black box.
Every engagement follows this rhythm. You always know what's happening this week and what ships next.
Scope & data
Engagement scoping, data request, and material agreement review.
Method selection
Senior advisor selects DCF, comps, transactions, asset; AI screens 200+ comps.
Triangulation
Multi-method weighting with documented rationale.
Report & defense
Final report, commentary, and reliance support.
Deliverables, every engagement.
- Valuation report with method commentary
- Comparable companies & transactions workbook
- DCF model with assumptions log
- Capital structure recommendation (optional)
- Board / IRS / HMRC ready documentation
- Reliance letter for grantees or auditors
- Founders issuing equity grants (409A / EMI)
- Pre-raise or pre-exit valuation alignment
- Buy-sell agreements and partner exits
- Statutory fair-value audits (we partner with licensed firms)
- Real estate or pure asset appraisals
Answers, before you ask.
Is this a 409A?
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Yes, for US private companies. We deliver IRS-safe-harbor 409A reports under our partner CPA review.
How often should we refresh?
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Annually, or after any material event: raise, acquisition, key hire grant, or revenue inflection.
Can you defend against audit challenge?
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Yes. Every report ships with a method memo and we sit alongside your CPA in any challenge.
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Book a free 20-minute discovery call, or go straight to a $400 CFO Diagnostic. The Diagnostic delivers a working read of your cash position, runway, and top 3 financial risks within two weeks. Whether you engage further or not, it's the clearest financial picture most founders have ever seen.