409A Valuation Services
Affordable, audit-ready, and IRS-compliant 409A valuations for private companies and startups.
Executive Summary
Eqvista offers comprehensive 409A valuation services tailored for private companies and startups. These services are critical for determining the fair market value (FMV) of private company stock, ensuring compliance with IRS Section 409A regulations when issuing stock options to employees, founders, and investors. Eqvista is known for delivering audit-ready, IRS-compliant, and defensible valuation reports. The service combines software-based valuation tools with the expertise of certified business valuers, providing a cost-effective yet thorough approach. Pricing starts at $990 for a single valuation, with options for unlimited valuations over a 12-month period. Eqvista also offers expedited services, capable of delivering valuations within 1-5 days to meet urgent deadlines. Eqvista's 409A valuations support companies through various growth stages, from early-stage funding to Series C rounds, helping them manage equity, attract and retain talent, and prepare for significant financial events like M&A or IPOs. The process involves submitting key company documents and financial data, culminating in a detailed report signed by a certified valuer.
Use Cases
- Determine fair market value (FMV) for private company stock options.
- Ensure IRS compliance for stock option grants to employees and founders.
- Prepare for fundraising rounds and investor due diligence.
- Manage equity compensation plans and cap table accurately.
- Support M&A transactions and company exits by providing defensible valuations.
Features
Intelligence
- Software-based Valuation Engine: Automated calculation and modeling capabilities to streamline the valuation process and enhance efficiency.
- Market Data Integration: Incorporates relevant market data, industry benchmarks, and comparable company analysis for accurate and defensible valuation analysis.
Support
- Expert Support: Access to certified business valuers for guidance, review, and clarification throughout the valuation process.
- Audit Defense: Assistance and support in defending the valuation report during potential IRS audits.
Technical Specifications
- Architecture
- Cloud-native SaaS platform with RESTful API capabilities for integrations.
- Deployment
- SaaS
- API Available
- Yes
Pricing
- Model
- Per valuation or annual subscription for unlimited valuations.
- Starting Price
- $990
- Target Customer
- SMB,Mid-Market
- Contract Type
- One-time, Annual
About Eqvista
Eqvista is a B2B software company providing comprehensive equity management and valuation services. Their main products include cap table management, 409A valuations, and compliance services for various equity-related activities. They target a broad market, serving seed-stage to pre-IPO companies, including startups, small and medium enterprises (SMEs), unicorn companies, and venture capitalists.