Startups & Growth Companies
Compliant, audit-ready valuations for complex securities.
Convertible Notes · SAFEs · Complex Securities · IRC 409A
From pre-revenue startups raising on SAFEs to growth-stage companies navigating complex cap tables, we deliver audit-defensible valuations your board and auditors can rely on.
Capabilities
Convertible Debt & SAFE Valuations
Fair value analysis of convertible notes, SAFEs, and other hybrid instruments for financial reporting purposes.
Equity Allocation & Waterfall Analysis
Option pricing models and probability-weighted expected return methods for allocating value across complex capital structures.
Complex Capital Structure Modeling
Multi-class equity analysis including liquidation preferences, participation rights, and anti-dilution provisions.
Financial Instrument Fair Value
ASC 820 fair value measurements for warrants, embedded derivatives, and other complex financial instruments.
409A Safe Harbor Valuations
IRC 409A compliant valuations establishing fair market value of common stock. Full safe harbor protection for option grants.
ASC 718 Stock-Based Compensation
Fair value measurements for stock options, RSUs, and other equity instruments under ASC 718 reporting requirements.
Automated Solution
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409A.io delivers fully automated IRC 409A valuations for early-stage companies starting at $99/month. Instant reports, audit-ready, no waiting.
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