Independent Business Valuation
Institutional quality.
Without the institution.
Valuation services for technical engagements, complex transactions, and fair value reporting. For companies, funds, and founders. Deep technical expertise. AI-assisted. Audit-ready.
Why MELD
The third choice in valuation.
Cheap & Limited
Fast-turnaround firms promising easy valuations at a fraction of the cost. Conspicuous lack of defensibility, rigor, and understanding of risk profiles.
Big Four & Expensive
National firms known for their institutional overhead and hefty price tags. Junior analysts do the work; partners sign the report.
MELD
Institutional quality without the institutional overhead. Senior-led engagements powered by AI-assisted technology, delivering audit-ready reports at a fraction of Big Four cost.
Services
What do you need valued?
Complex securities. Fund portfolios. Estate planning. We meet you where you are.
Funds & Portfolios
ASC 820 fair value measurements for venture capital, private equity, and private credit funds. Quarterly and monthly reporting with dedicated senior review and auditor liaison.
Tax & Specialty
Estate and gift tax valuations for wealth transfer and holding company planning. IP and patent valuations for licensing and M&A. Purchase price allocations, goodwill impairment, and shareholder buyouts.
Startups & Growth
Convertible note, SAFE, and complex securities valuations. Stock-based compensation, equity allocation, and IRC 409A safe harbor reports. From pre-revenue to pre-IPO.
Continuation Vehicles & NAV Facilities
Independent valuation for fund transactions — CV transfer prices your LPAC signs off on, and portfolio marks behind NAV facilities. Custom-scoped, delivered on deal timelines.
Valuations Delivered
in Assets Valued
Audit, IRS, or SEC Issues
Industry Sectors
How It Works
From kickoff to audit-ready.
Typically 2–4 weeks from engagement to final report.
Kickoff
Scope confirmation, document collection, and timeline alignment.
Modeling
AI-assisted analysis with senior oversight on methodology selection.
Draft Report
Comprehensive draft delivered for your review and feedback.
Finalization
Incorporate feedback, finalize conclusions, sign-off.
Audit Support
Direct liaison with your auditors on methodology and findings.
Technology
Senior expertise.
AI-powered efficiency.
Our AI-assisted platform handles the computational workload that traditionally requires teams of junior analysts: building comp sets, pulling market data, running models, and generating first-draft reports. Your senior reviewer focuses where it matters most — judgment, methodology, and your relationship.
The result: institutional-quality work, faster turnaround, and pricing that the overhead-laden Big Four simply can't match.
AI builds comp sets from 50,000+ data points
Automated valuation modeling with senior calibration
First-draft generation for senior review and refinement
Automatic flagging of inconsistencies and anomalies
Trusted By
As Seen In
“Dan and team have been excellent to work with the past few years. Always great service. Extremely responsive. High quality work for a very affordable price. I’ll continue to use their services in the future whenever the need arises.”
Jacob B. — VP Finance
Discover what your assets are worth.
Schedule a 20-minute introductory call. We'll provide a detailed scope and fee estimate within 48 hours.