409A Valuation

409A Valuation Partner you can trust – and talk to

Independent, audit-ready valuations prepared by qualified analysts who understand your business. No black-box shortcuts. No forced upgrades. Just expert service that meets the highest standards.

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Recognized as a Global Leader on G2

We are ranked the best in Customer Satisfaction, Enterprise and Mid-Market.

Valuations Built by Analysts on Context, Not Just Data

Every company is different. Your valuation should reflect that.

409A valuations aren’t one-size-fits-all. That’s why we assign an experienced analyst to every engagement, taking the time to understand how your business is evolving, how your cap table is structured, and what assumptions need to be made. The result is a report that’s defensible, thorough, and backed by someone who’s available to explain it to your board or auditor.

Credibility That Holds Up to Scrutiny

Reviewed. Verified. Signed by Experts.

Each valuation is peer reviewed and signed by a CFA charter holder. We maintain a clear audit trail and ensure every assumption, method, and input is rigorously vetted. It’s not just about producing a report – it’s about producing one your auditors and board can rely on.

Methodologies Aligned with Industry Valuation Guidelines

Valuations That Make Sense for your Business

Whether you’re pre-revenue or pre-IPO, we apply the method that best suits your structure: OPM backsolve, PWERM, or hybrid models. We don’t force-fit a model. Instead, we assess your cap table, terms, and growth profile to apply the most appropriate method – all in line with industry best practices and valuation standards.

Your Valuation Partner, Not Just a Provider

We’re Here to Explain, Not Just Deliver

We’ll help you understand how FMV is determined, what it means for grants, and what to expect in future rounds. Whether you're issuing your first option awards or preparing for a board review, we’ll walk you through what went into your valuation, why it matters, and how to communicate it with confidence.

No Platform Lock-In

Flexibility to Suit Your Needs

Need a standalone 409A valuation? We offer that. Want to bundle it with equity management tools, grant workflows, or ASC 718 reporting? That’s available too. You’re not locked into a platform or forced into an upgrade – we’ll meet you where you are. Whether you're a startup seeking one-time compliance or a scaling company looking to streamline operations, the choice is entirely yours.

Done Right – Not Just Fast

We don’t promise reports in minutes – because we do the work properly. Each valuation is studied, structured, and tailored to your stage and funding history.

Talk to a Real Analyst

Your dedicated analyst is available to explain the methodology, answer your or auditor questions, and guide you through the process. No hidden logic. No generic PDFs.

Standalone or Platform-Integrated – Your Choice

Need just a 409A? No problem. Want to bundle with equity management or ASC 718? That works too. We won’t upsell you into a higher plan just to get what you need.

Testimonial

Words From Our Valued Customers

Simple product and Supportive team

"Simple product and Supportive team Qapita is an easy to use product, the team completed the onboarding with very little of my time spent on the actual setup. Their support team went above and beyond to answer all my questions on the 409A and some scenarios I wanted to run on the captable.
Qapita simplifies management of captables. I need to manage investors, employees and also run scenarios. Qapita simplifies all of this, while creating a simple view for each of the stakeholders."

Anuraag N.

Small-Business (50 or fewer emp.)

“Qapita has helped us in drastically improving our employee engagement. Equity payslips and valuation slider are really useful…”

Prashant Kumar

Co‑founder, Zingbus

Working with Qapita was a truly positive experience. The reports they provided for our PPA and valuations were thorough, accurate, and audit-ready, making our compliance work much smoother. We genuinely appreciate their professionalism and dedication and would gladly recommend their services to others seeking reliable valuation expertise

Mayank Aggarwal

Analyst – Financial Reporting, Manifest Global Pte. Ltd.

"Qapita was a valuable partner throughout our audit process. They demonstrated a strong understanding of the intricacies around our convertible instruments and employee equity plans, stayed aligned with our deadlines, and worked seamlessly with our auditors to help us navigate the process efficiently.

CHIN Poh Huat

Vice President of Finance, Campana

Having Qapita by our side during the audit made a real difference; they brought deep expertise in navigating the complexities of our financial instruments and equity programs, kept pace with our timelines, and worked hand-in-hand with our auditors to ensure the entire process was smooth and stress-free.”

Ankur Aggarwal

Executive Director- Finance, Strategy & Planning (Regional), Docquity

Trusted by the World’s Most Innovative Teams

Get Transparent, Audit-Ready 409A Valuations

Ensure compliance and investor confidence with precise, audit-ready 409A reports.

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FAQs

Frequently Asked Questions

Who performs a 409A Valuation?

409A Valuations must be done by a qualified independent third party. Qapita provides IRS-compliant 409A valuations backed by defensible methodologies and expert oversight.

Why do startups need a 409A Valuation?

Startups need a 409A Valuation to issue stock options at a fair market value without triggering tax penalties for employees. It also ensures compliance with IRS regulations and can support defensibility during audits or due diligence.

When should a startup get a 409A Valuation?

A startup should get a 409A Valuation before issuing stock options for the first time. After that, it’s required every 12 months or when there is a material event.

How often should I get a 409A Valuation?

You must update your 409A Valuation at least every 12 months—or sooner if there’s an event, such as a funding round, acquisition offer, or significant change in financials or business model.

What happens if I don’t get a 409A Valuation?

Failing to get a 409A Valuation can result in employees facing steep tax penalties. Stock options could be deemed issued below FMV, triggering immediate income tax plus a 20% IRS penalty.

How long does a 409A Valuation take?

Most valuations take 7–10 business days once all necessary documents are provided. At Qapita, we offer flexible timelines with options for quicker turnaround if needed.

What makes Qapita’s 409A Valuation different?

Qapita combines expert-led valuation with seamless integration into your Cap Table and equity workflows. You get audit-ready reports, fast turnaround, and ongoing support—all from a single platform.

409A Valuation Partner you can trust – and talk to

Recognized as a Global Leader on G2

From Agent to Lead, every role gets the tools to thrive

Every company is different. Your valuation should reflect that.

Reviewed. Verified. Signed by Experts.

Valuations That Make Sense for your Business

We’re Here to Explain, Not Just Deliver

Flexibility to Suit Your Needs

Done Right – Not Just Fast

Talk to a Real Analyst

Standalone or Platform-Integrated – Your Choice

Words From Our Valued Customers

Get Transparent, Audit-Ready 409A Valuations

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Save Hours Every Week

Ensure Compliance with Confidence

Scale as You Grow

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A 409A Is Only One Way to Keep Your Equity Future-Proof

Cap Table Management

Stock Option Management

Equity Compensation Advisory

Stay Ahead of the Curve

Frequently Asked Questions

Who performs a 409A Valuation?

Why do startups need a 409A Valuation?

When should a startup get a 409A Valuation?

How often should I get a 409A Valuation?

What happens if I don’t get a 409A Valuation?

How long does a 409A Valuation take?

What makes Qapita’s 409A Valuation different?

Independent 409A Valuations You Can Trust