Accurate | Compliant | Audit-Ready
409A Valuations
Done Right. Fast.
Get your Fair Market Value reports from certified experts (CVA/NACVA). We deliver fast, affordable, and IRS-compliant valuations with lifetime audit support.
Trusted by 50+ Startups Worldwide (SaaS, FinTech, AI, D2C)
EXPERTISE & EFFICIENCY
Why Founders Choose Our 409A Service
Fast Turnaround Time
Get your report in 5–7 business days accuracy guaranteed, without the wait.
Lifetime Audit Support
We stand by every report during any IRS or Big 4 audit, offering full defense support at no extra cost.
Direct Expert Access
Speak directly to our CVA/NACVA certified analysts for quick clarifications and strategy calls.
Certified Valuation Experts
Reports prepared by qualified professionals with experience across 500+ global startups.
Affordable, Fixed Pricing
Clear, fixed-fee quotes tailored to your stage (Seed to Growth). No hidden costs.
U.S. & India Entity Ready
Specialized in compliant reports for Delaware C-Corps and Indian private limited companies.
VALUATION 101
What, When, and How of Getting Compliant
What is a 409A Valuation?
It determines the Fair Market Value (FMV) of your company’s common stock, required by the IRS under Section 409A. This protects both the startup and employees from penalties by ensuring ESOPs and stock options are priced correctly. It's a key part of financial due diligence.
Read Blogs for details...When Do You Need It?
- Every 12 months (must be renewed annually).
- After a new funding round (equity, SAFE, or convertible note).
- Upon major business changes (e.g., pivot, acquisition talks).
How is the Valuation Done?
We select the optimal method based on your stage and complexity:
- OPM: Option Pricing Model (Post-Seed)
- Backsolve: Post-Financing Rounds
- DCF & PWERM: Growth/Late Stage
All methods are documented according to IRS, AICPA, and NACVA guidelines.
SEAMLESS & EFFICIENT
Our 5-Step Audit-Defensible Process
-
1
Connect & Scope
Schedule a free consultation. We determine the complexity and method required for your stage.
-
2
Data Submission & Quote
Submit Cap Table, Term Sheet, and financials. Receive a transparent, fixed-fee quote within hours.
-
3
Expert Valuation Analysis
Our CVA team applies the chosen methodology (OPM/Backsolve/DCF) and prepares the draft report.
-
4
Draft Review & Discussion
Review the preliminary results with the analyst via Zoom to confirm assumptions and inputs.
-
5
Final Delivery & Support
Receive the signed report, certificate, detailed workings, and lifetime audit support.
TRANSPARENT VALUE
Fixed-Fee 409A Valuation Pricing
Seed Stage
Bootstrapped / Pre-Seed Funding
$1,000
per valuation
Series A
First institutional funding round
$1,200
per valuation
Series B
Growth-stage startup (Post-A)
$1,800
per valuation
Series C+
Complex Cap Tables / Multiple Rounds
Custom
based on complexity
All plans include:
TRUSTED BY FOUNDERS
Client Success & Testimonials
We deliver audit-ready compliance and strategic advice that drives confidence in your equity plan.
"The valuation was delivered in under a week, saving us crucial time before our option grant deadline. The report was impeccable and required zero back-and-forth with our lawyers."
Saurav M.
Co-founder, Nexus SaaS (Pre-Series A)
"Zeal and the team provide true lifetime support. Our auditors had a few niche questions, and the quick, expert response ensured the entire audit passed without issue."
Jane A.
CEO, FinEdge Capital (Series B)
"Our Cap Table is complex, but their application of the PWERM model was brilliant. It was technically sound and perfectly justified our strike price for the employees."
Mark P.
CTO, Neuralink AI Labs (Growth Stage)
Top Industries We Work With
SaaS / B2B Tech
FinTech / Payments
AI / Deep Tech
D2C / E-commerce
Health Tech
Web3 / Crypto
OUR EXPERT LEADERSHIP
Meet Your Certified Valuation Analyst
Zeal Karwa
CA & CVA (NACVA)
Global Business Valuation Expert
📈 Our Core Expertise
- 409A Valuation (USA):IRS-compliant FMV reports for stock options.
- ESOP & FMV Valuation (India): Compliance under Rule 11UA and the Companies Act.
- Equity Valuation for Fundraising & M&A: Support for SAFE, VC rounds, and cross-border deals.
- Financial Modelling & Cap Table Advisory: Advanced forecasting aligned with global standards.
🚀 Our Vision
To be the most trusted global 409A valuation partner for startups expanding across the U.S. and India. We empower founders to make confident, compliant, and data-driven equity decisions through valuations that tell their true growth story.
Not ready to talk? Start with expert insights.
Learn the basics of 409A valuations, ESOP structuring, and startup finance — written specifically for founders and finance leaders.
What Is a 409A Valuation?
A simple, founder-friendly guide explaining how 409A works and why it protects your company and employees.
Read articleWhen Do You Need a 409A Valuation?
A clear checklist of events — funding rounds, ESOP grants, and material changes — that trigger a new 409A.
Read article409A vs ESOP Valuation
Founders often confuse these two. Here’s the difference and how each one impacts your ESOPs and reporting.
Read articleReady to start your compliant valuation journey?