AI enabled, proprietary valuation tools tested, created, and used by leading valuation experts
Get better data for better deals with our exclusive market insights and key valuation metrics broken out by stage and vertical and customized for you.
The fastest, most configurable software for 409A company valuations. Get setup in minutes, then explore your 409A sandbox with customizable, defensible outcomes.
Our proprietary data and AI enabled modeling software helps valuation professionals — faster than ever — provide investors with audit ready mark to market values for their portfolios.
Digestible data designed to facilitate decisions. Access an ever-increasing flow of real-time private market data that gives you a better idea of the value of your portfolio in best- and worst-case scenarios.
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Get an Express-Estimate of your company’s equity value based on:
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Our proprietary 409A sandbox offers you a customized experience where you can explore a range of defensible outcomes, finalize your price, and receive a valuation report that’s been reviewed by a valuation professional. Just provide us with all required information and your sandbox will be available in days.
The federal government requires you to get a 409A Valuation every year or when a materially significant event, like a round of funding occurs. We’ll remind you every year when your 409A is coming due so you can stay focused on other business matters.
Our proprietary mark to market ASC 820 Valuation software is made by valuation experts with decades of experience, that still produce valuations to this day. Our software:
Interested in hearing more? Contact us for a demo.
We provide fully vetted, fast, audit ready valuations. Our proprietary calculation engine is fast, with 100% accuracy. We run thousands of scenarios, then show you the entire defensible range of values, so you can pick the final number that is right for you and your company. We run models and generate outcomes that our highly trained and experienced valuation professionals review and customize before finalizing. If you ever have a problem, we have live people that you can call to get help. If you already used your cap table provider to get a 409A, sign up risk free - our system can get you to a better defensible outcome guaranteed.
We understand that as a start-up founder, your goal is to attract the best employees to help realize your vision, and in order to get the best and brightest employees, you need to issue company equity to your candidates. So, while sometimes Cap Table provided 409As are appropriate, they simply aren’t focused on valuation. This can make it difficult to get the most optimized price to incentivize your employees. We believe valuation specific providers help get companies to better outcomes based on their understanding of your specific vertical, funding history, and cap structure. Additionally, beware of the free 409A offerings by cap table providers. While they may save you a few dollars in cost, the increase in indicated value will cost your employees tens of thousands to hundreds of thousands or more.
Understand the value of your company. Get better valuations – faster, fully tested, defensible — with initio.
Get early-stage private market data to help you better understand current market dynamics — with initio.
Make your process faster and more efficient by reducing time spent on document input, back-and-forth communication with your clients, and manual calculations.
