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ASC 820 Valuation409A ValuationCap Table Management
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Zimbs Valetex: Audit-Defensible 409A and ASC 820 Valuation Platform for Private Companies — Smarter Valuations. Stronger Decisions.

Professional 409A and ASC 820 valuation reports trusted by auditors, investors, and boards — delivered in days, not weeks.

verifiedIRS 409A Compliant
gavelASC 820 Ready
shieldAudit-Defensible
FAIR VALUE$24.8MCOMPLIANCEVerifiedTURNAROUND3 Days
Audit Status
100% Pass Rate
Turnaround
3-5 Business Days
AES-256 Encrypted

Our Services

Everything You Need to Manage Equity

From capitalization management to 409A valuations, ASC 820 valuations, Zimbs Valetex provides complete financial infrastructure for private companies.

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409A Valuations

IRS-compliant fair market valuations. Protect your team's equity with defensible, audit-ready 409A reports delivered in days.

Turnaround3-5 Days
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analytics
analytics

ASC 820 Valuations

Institutional-grade fair value measurements for complex securities. Portfolio valuations and financial statement compliance.

CompliantGAAP
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Capitalization Management

Real-time equity tracking, scenario modeling, and waterfall analysis. Keep your capitalization investor-ready at every funding round.

SyncReal-Time
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How It Works

Simple Process, Powerful Results

Whether you're a firm managing multiple clients or a company seeking your own valuation — we've got you covered.

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For Firms

CA/CPA, Law Firms & Advisors

Step 01Submit an InquiryFill out a quick form with your client's valuation needs.
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Step 02Our Team Contacts YouA dedicated analyst reaches out to discuss scope and requirements.
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Step 03Valuate Client CompaniesAccess the platform to manage and run valuations for your clients.
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Step 04Get Audit-Ready ReportsReceive comprehensive, defensible reports.
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For Companies

Startups, Growth & Private Companies

Step 01Submit an InquiryTell us about your company and the valuation you need.
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Step 02Receive Platform CredentialsOur team contacts you and shares access to the valuation platform.
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Step 03Enter Company DetailsInput your capitalization table, financials, and valuation details.
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Step 04Get Audit-Ready ReportsReceive a comprehensive, defensible report ready for board approval.
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Platform Capabilities

Powerful Tools, One Platform

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01

OPM

Advanced Modeling

Black-Scholes option pricing, probability-weighted returns, and hybrid approaches for complex capital structures — the gold standard for multi-class equity allocation.

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Special Features

Advanced Intelligence, Built In

Hybrid engines, institutional DLOM models, and audit-ready cap table exports — all in one workflow.

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Hybrid Method Selection

Intelligent Blending Engine

Blend Backsolve, GPC, GTM, and Post-Money with custom weighting for defensible enterprise value.

Backsolve + GPCWeighted AvgAuto-Reconcile
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Hybrid Allocation

Multi-Model Equity Allocation

Allocate value across equity classes using OPM, CVM, or CSE — blended with probability weighting.

OPM + CVMProbability WeightMulti-Class
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DLOM Engine

5 Institutional-Grade Models

Apply Chaffe, Finnerty, Geometric, Restricted Stock Studies, and custom DLOM models in one engine.

calculateChaffe
query_statsFinnerty
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tuneCustom
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Capitalization Export

Audit-Ready Report Formats

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01

Summary Cap Table

Board-level ownership overview.

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02

Intermediate Cap Table

Share class breakdown.

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Detailed Cap Table

Granular shareholder data.

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Rights & Preferences

Liquidation & voting rights.

Why Zimbs Valetex

Built for Companies That Move Fast

Deep financial expertise combined with modern technology — faster, more accurate, and easier than traditional firms.

speed
3–5 Days

Avg. Turnaround

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100%

Audit Defense Rate

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24/7

Dedicated Support

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Faster Than Traditional Firms

Deliver audit-ready reports in days, not weeks, without sacrificing accuracy.

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Institutionally Rigorous

AICPA-compliant methodology with full documentation and signed conclusions.

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Analyst-Led Every Time

A dedicated expert handles your engagement from intake to final report.

Who We Serve

Built for Every Stage, Every Industry

Whether you're a seed-stage startup or a late-stage company preparing for an IPO, we support your equity journey.

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Startups & Seed Stage

  • check_circleFirst-time 409A valuations
  • check_circleOption pool planning
  • check_circleCap table setup & cleanup
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Growth-Stage Companies

  • check_circlePost-funding 409A updates
  • check_circleASC 820 portfolio valuations
  • check_circleWaterfall analysis & modeling
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Venture Capital & PE

  • check_circlePortfolio company valuations
  • check_circleQuarterly ASC 820 reporting
  • check_circleFund-level fair value
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Late-Stage & Pre-IPO

  • check_circleComplex capital structures
  • check_circleSecondary transaction support
  • check_circlePre-IPO readiness
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Financial Institutions

  • check_circleASC 820 Level 3 assets
  • check_circleLoan portfolio valuation
  • check_circleRegulatory compliance
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Law Firms & Advisors

  • check_circleClient 409A referrals
  • check_circleGTM transaction support
  • check_circleLitigation support

Ready to Start Your Valuation?

Schedule a free consultation with our valuation specialists to discuss your 409A or ASC 820 requirements and get a custom quote.