409A Valuation is a Finance tool that provides AI-powered 409A valuations for startups and private companies. It delivers fast, IRS-compliant reports with expert review, offering safe harbor protection.
409A Valuation offers an AI-powered platform designed to provide fast and IRS-compliant 409A valuations for startups and private companies. The service leverages AI for modeling, benchmarking, and analysis, significantly reducing the time typically required for these valuations from weeks to days. Each report includes independent appraiser review and sign-off, ensuring IRS safe harbor compliance. The platform aims to make professional valuations more accessible and affordable, with plans starting from $499 for a compliant report. Users can also generate a free AI-only report for informational purposes before committing to a paid, expert-reviewed valuation. This approach combines automation with professional oversight to deliver audit-ready and defensible valuation reports.
Best used for
Ideal for startups and private companies who need to obtain IRS-compliant 409A valuations, ensure safe harbor protection, and streamline the valuation process. Especially valuable for companies issuing stock options, undergoing funding rounds, or preparing for M&A, seeking a fast and affordable solution.
Common actions
perform stock valuation
ensure IRS compliance
generate valuation reports
assess fair market value
artificial intelligencefintechAccounting
Capabilities
Key features
AI-powered valuation engine
Independent appraiser review
IRS safe harbor compliance
Fast report delivery
Free AI report preview
Unlimited revisions (Growth plan)
Additional 409A (Growth plan)
Target Audience
accountant
Integrations
Not yet documented
Pricing & Plans
Freemium · Paid · Starting at USD 699.00
Plans range from free to $699.
FAQs
Is the free AI report compliant with IRS 409A safe harbor requirements?
No, the free AI-generated report is for informational purposes only and does not include independent expert sign-off or safe harbor protection. To achieve IRS compliance and safe harbor, you need to upgrade to a paid plan that includes professional review and sign-off.
How quickly can I receive a compliant 409A valuation report?
The AI-powered platform delivers completed 409A valuation reports in days, significantly faster than the 2-4 weeks typical of traditional providers. The exact timeline depends on how quickly you can provide the necessary documents and the complexity of your company's structure.
What is the difference between the Founder and Growth plans?
The Founder plan ($499) provides a complete 409A valuation with expert review, sign-off, and IRS safe harbor. The Growth plan ($699) includes everything in the Founder plan, plus unlimited revisions and one additional 409A valuation within 12 months, ideal for rapidly growing companies.
What documents are typically required to get a 409A valuation?
You will generally need to provide your cap table, recent financial statements (balance sheet and income statement), any recent funding documents or term sheets, board meeting minutes, and information about your business model and projections. The platform guides you through the required documents.
Shypd.aiThe largest open index of AI tools
