Derivatas

Founded by Ashley Shaffer in 2011

Calculate and manage business valuations for financial reporting and tax compliance

Pricing model

Paid

Rating

★ People love it

Time to value

Moderate Setup (1-3 hours)

You can use Derivatas to perform, manage, and share financial valuations for private companies and venture funds. It supports ASC 820 fair value measurements and IRC 409A tax compliance standards. You can handle complex equity structures, run scenario and sensitivity analyses, and export financial models directly to Excel. It also integrates with S&P Capital IQ to pull relevant market data. Additionally, the team provides audit-ready reporting and direct defense assistance if valuations face scrutiny from auditors, the IRS, or the SEC.

What Derivatas does

Generate audit-ready 409A valuation reportsPerform ASC 820 fair value measurementsRun sensitivity analyses on liquidation preferencesExport valuation calculations to Excel spreadsheetsPull financial benchmarks from S&P Capital IQModel complex security waterfalls and share classesShare valuation files with external auditorsIRC 409A and ASC 820 valuation modelingAudit-ready valuation report generationS&P Capital IQ market data integrationExcel data export for financial modelsScenario and sensitivity analysis workflowsDirect defense support with auditors and regulatorsSupport for complex securities and equity structures

Pricing breakdown

Pricing model: Paid

Frequently asked

Microsoft Excel

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