Our valuation partners have the highest certifications and designations and perform over 150 409A valuations per month. They are former Big 4 valuation partners and investment bankers from top firms. No work is done offshore.
We apply valuation methodologies and assumptions that are specifically tailored to your unique situation. The valuation methodology follows AICPA and USAPAP guidelines closely making the reports audit ready.
Valuations are completed 10 Business Days from the date that all company information is submitted. For Kruze clients, that’s easy because we already have your info in our systems.
Upon conclusion of our findings, you will receive a 30+ page in depth 409A report that is readily shareable with your investors and Board.
Unless there are significant changes like a new investment round.
Our economies of scale bring the cost down without compromising quality.
Last round of financing (date, # of shares, price)
Number of options/warrants including applicable strike prices
Number of options to be issued in next 12 months
Most recent amended articles of incorporation
Balance Sheet as of valuation date
Income Statement as of valuation date
Historical financial statements (preferably 1-3 yrs)
Financial Model for 18-36 months
Timing of most likely liquidity event
In regards to the Series Seed round you plan on raising this quarter: Will it be convertible debt, preferred stock, or both? Has Company accepted a written offer? Is there a signed term sheet? Do you expect the anticipated financing to be included pro-forma in this 409A valuation?
2-5 Public Comp suggestions
Private comp suggestions
Name of external legal counsel
|Senior Staff Accountant||$110|
409A Valuation Information
High quality 409As at a discounted price
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