Price

$2,500

$3,000+

$4,500+

Annual subscription of $2,500 includes one free 409A valuation per year.

Pricing can be opaque. Takes more time and money due to outdated workflows.

Pricing is opaque. Cost can increase with no warning. Some require demos before sign up.

Onboarding

5-10 minutes

7-10 days

Up to 30 days

Turn-around

1 week

3+ weeks

3+ weeks

Outcomes modeled

3,600+ scenarios

1-3 scenarios

1-5 scenarios

Calibration software?

Yes

No

No

Our portal allows you to view, and select from, a range of defensible outcomes; or select the recommended value with the click of a button.

Not all providers calibrate 409A valuations or allow feedback. For those that do, feedback is provided via phone or email which can extend delivery times.

Manual adjustment by customer support. It’s difficult to get live support to calibrate outcomes which can extend delivery times.

Required to change capitalization table provider

No

Yes

Maybe

Process overview

• Provide info
  via portal in
  ‍~30 mins.
• Within 1 week, get defensible outcomes to choose from.
• Finalize and generate a final 409A valuation report.

• Required to sign up for primary product
  (cap table, fund management, etc.).
• Back-and-forth with a company representative
  to provide information.
• Feedback extends timeline.

• Appointment required to kick-off project.
• Back-and-forth with a company rep. to provide all info.
• Once draft is available, adjustments may require more calls with company representatives.  

Entire process may take

5 to 10
business days

1 to 6 months

1 month or more