Access to your dedicated valuation analyst. Discuss needs and iterate on your 409A report.
Whether it’s AI / ML, big data, crypto currency or BioTech, our providers bring a range of expertise to understand your business.
We’ve done the negotiating for you to lock in leading rates for LTSE Equity customers.
Annual 409A and cap table management
Receive an annual 409A valuation as part of an LTSE Equity Boost plan. Additionally, you’ll receive an annual cap table diagnostic, full cap table management with unlimited stakeholders, and more.Get started
A single 409A valuation
Upload your company’s cap table in an Excel file and receive a one-time 409A valuation. Pricing is determined by your company’s fundraising stage.Get started
Your valuation analyst will calculate your 409A value using your equity data. To get started, import your cap table, or build one from scratch using our easy, guided software.
If you already set up and updated your cap table in LTSE Equity, then you’re ready to request a 409A.
Your startup equity info, founder grants, convertible securities, etc.
30 minutes for recently founded companies to 1 week for large and complex companies with hundreds of stakeholders.
In addition to your equity data, your valuation analyst needs a high level understanding of your business and your market.
To make this easy, we provide a questionnaire where you can fill in your company information and upload a few standard documents.
30 minutes to half a day, faster if you have an up-to-date data room from your recent funding round.
After you submit your 409A request with equity and questionnaire data, your valuation analyst will schedule a kickoff call to discuss valuation models.
Your analyst will then submit a draft 409A report in a few days. You can ask questions and iterate on the report with your analyst.
Once you’re happy you can submit the 409A report to your Board of Directors for approval.
30 min kickoff call with your valuation analyst and 10 days to receive your draft 409A report.
For Basic and Fundamentals subscribers
On-demand starting at $2,000.
For Boost subscribers
Annual 409A is included in your subscription.