As a US startup, it's crucial to have an accurate and compliant 409A valuation to issue equity effectively and attract top talent.
Audit-Ready 409A Valuations
Capboard is designed to simplify equity management, and that includes helping you prepare for your 409A valuation. Our platform works seamlessly with your cap table to ensure that your valuation is compliant with IRS and SEC standards, while being audit-ready.
With Capboard, you’ll get free lifetime audit review support for your 409A reports, ensuring that your valuations meet the highest levels of compliance with no extra costs. Our team of experienced valuation specialists takes the time to understand your business, providing reports that stand up to thorough audits.
Cap Table & 409A Integration—All in One Place
Having an accurate and up-to-date cap table is key to obtaining a reliable 409A valuation. Capboard’s integrated platform ensures your cap table is always current and ready for valuation. With our software tools, you can easily collect and manage the data needed for your 409A valuation, saving you valuable time and helping you focus on what truly matters—running your business and growing your team.
Capboard offers a smooth integration between cap table management and valuation processes, so you can rest easy knowing that everything is streamlined and in one place. Setting your 409A valuation on auto-pilot means you can continue to focus on scaling your business without the stress of managing complex equity details.
A Partner You Can Rely On
Choosing the right partner for your 409A valuation is like choosing the right appraiser for your home—you need someone who truly understands the value of your business and takes the time to assess it thoroughly. At Capboard, our experienced partner for valuation is dedicated to delivering fair and defensible 409A reports that reflect the true value of your startup.
While some low-cost valuation firms rely solely on automated statistical models, Capboard takes a different approach. We use a combination of expertise and in-depth analysis, ensuring your report isn’t just compliant, but also accurate and supportive of your equity strategy. With Capboard, you can avoid the risks associated with overvalued shares, which can demotivate employees and defeat the purpose of granting equity as an incentive.
Our in-house valuation specialists undergo a thorough investigation of your business, and reports are reviewed by senior staff before they’re delivered to you. This ensures that your 409A valuation is not only accurate but also ready for the scrutiny of auditors, investors, and regulators.
Why Choose Capboard for Your 409A Valuation?
- Audit-Ready Reports: We ensure all reports are compliant and ready for review by audit firms, the IRS, and the SEC.
- Free Lifetime Audit Review Support: We stand by our valuations and provide audit review support at no additional cost.
- Seamless Cap Table Integration: Keep your cap table and valuation processes integrated, saving time and reducing errors.
- Expert Analysis: Our valuation specialists take the time to understand your unique business, ensuring your 409A report is accurate and defensible.
Get Started Today - 409A Valuation for $1,800
Capboard provides you with everything you need to manage your company’s equity efficiently. Trusted by founders and companies at every stage—from seed to scale—Capboard simplifies your journey and helps you get the most out of your equity compensation strategy.
Ready to take the next step? Get a demo today and see how Capboard can help you get an audit-ready 409A valuation while seamlessly managing your cap table.