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Enterprise Layer Intelligence
Categories/Business and Financial Management/409a-valuation
409a-valuation

409a-valuation

Generate IRS-compliant 409A valuations for startup stock options using AI

Pricing model

Free Tier

Rating

★ People love it

Time to value

Quick Setup (< 1 hour)

You can use 409A Valuation to create IRS-compliant fair market value reports for your startup's common stock. The AI handles valuation modeling, benchmarking, and analysis while credentialed appraisers review and sign off on the final report. You get safe harbor protection, can issue stock options at proper fair market value, and receive audit-ready documentation in days instead of weeks. The service includes cap table analysis, financial modeling, and independent expert review for compliance.

What 409a-valuation does

Upload cap table and financial documentsGenerate AI-powered valuation analysisReview preliminary valuation findingsGet independent appraiser sign-offDownload IRS-compliant 409A reportUpdate valuations after funding roundsTrack valuation changes over timePrepare equity documentation for auditsAI-powered valuation modeling and benchmarkingCredentialed appraiser review and sign-offIRS safe harbor compliance protectionFree preview report before paying2-5 business day deliverySecure data handling with NDA availableAudit-ready documentationMaterial event valuation updates

Pricing breakdown

Pricing model: Free tier, Paid

PlanList price
Free AI ReportFree
Founder$499 / mo
Growth$749 / mo

Tutorials & Demos

Frequently asked

CartaCartaPulleyPulleyEQVISTAEQVISTAQuickBooksQuickBooksXeroXero

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409A valuation, startup equity, stock options, fair market value, IRS compliance, safe harbor protection, AI valuation, credentialed appraisers, venture capital, Series A, cap table, common stock valuation, private company, equity compensation, tax compliance