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STEP 1
Understand your needs
We begin by learning about your company stage, the purpose of the valuation, and the type of equity you plan to issue. This information can either be shared directly or through the EquityList platform.
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STEP 2
Collect necessary information
We collect your historical and projected financials along with funding details. If you’re already on EquityList, your cap table data flows in automatically.
STEP 3
Draft report
Your information is securely shared with our valuation partners, who apply IRS safe harbor methodologies and industry best practices to prepare the first draft of the 409A report in 4-5 working days.
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STEP 4
Review and feedback
At this stage you can review the draft, ask questions, and request clarifications to ensure the report reflects your business accurately, with the EquityList team supporting you throughout the process.
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STEP 5
Final report delivery
After your approval, we deliver the complete report with charts, tables, and supporting assumptions. This final version is fully defensible with the IRS and ready for option grants. You can also log the valuation seamlessly in EquityList and immediately start issuing grants.
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