Early Adopter Pricing — Limited Time

Professional Quality at Startup-Friendly Prices

Audit-defensible 409A and ASC 820 valuations — 40–60% lower than established firms. Fast turnaround, expert analysis, IRS-compliant reports.

verifiedIRS-Compliant 409A

gavelAudit Defensible

bolt7–10 Day Turnaround

lockSecure & Confidential

409A Valuation

Fair Market Valuation Pricing

IRS Section 409A compliant reports. Safe harbor protection. All prices shown are launch / early adopter rates.

Starter

Pre-Revenue

Less than $2M in funding

$499–$799

Launch pricing

Early-stage companies with under $2M in funding. Basic 409A with safe harbor protection.

check_circleIRS 409A compliant report
check_circleOPM / CVM methodologies
check_circleDLOM analysis
check_circle1 free revision
check_circleEmail support
check_circle7–10 day delivery

Growth

Revenue <$10M

Less than $20M in funding

$999–$1,499

Launch pricing

Revenue under $10M or funding under $20M. Full report with financial modeling included.

check_circleIRS 409A compliant report
check_circleFull financial modeling
check_circleWaterfall analysis
check_circle2 free revisions
check_circlePriority email support
check_circle7–10 day delivery

Scale

Revenue >$10M

Or more than $20M in funding

$1,999–$2,999

Launch pricing

Revenue over $10M or funding over $20M. Comprehensive board-ready analysis.

check_circleIRS 409A compliant report
check_circleComprehensive analysis
check_circleComplex cap modeling
check_circle3 free revisions
check_circlePhone & email support
check_circle5–7 day delivery

Enterprise

Complex Structures

Multiple share classes

$3,499–$4,999

Custom available

Complex cap tables, multiple share classes, pre-IPO and M&A support included.

check_circleFully custom engagement
check_circleComplex capital structures
check_circleMultiple share classes
check_circleUnlimited revisions
check_circleDedicated analyst
check_circleM&A / IPO readiness

ASC 820 Valuation

Fair Value Measurement Pricing

GAAP-compliant fair value measurements for VC/PE portfolios and financial instruments.

Standard

Single Investment

Simple structure

$1,499–$2,499

Launch pricing

Simple structure, single investment. Ideal for early-stage VC portfolios.

check_circleASC 820 Level 3 valuation
check_circleSingle company / investment
check_circleBasic fair value report
check_circle1 revision included
check_circleEmail support
check_circle10–14 day delivery

Professional

Multiple Investments

Moderate complexity

$2,999–$4,999

Launch pricing

Moderate complexity, multiple assets. PE/VC quarterly portfolio reporting.

check_circleASC 820 Level 2 & 3 assets
check_circleUp to 5 portfolio companies
check_circleDetailed fair value analysis
check_circleGPC & GTM methodologies
check_circle2 revisions included
check_circlePriority support

Enterprise

Portfolio Valuation

Complex instruments

$5,999–$9,999

Launch pricing

Complex instruments, full portfolio. Comprehensive valuation and reporting.

check_circleUnlimited portfolio companies
check_circleComplex financial instruments
check_circleQuarterly recurring option
check_circleDedicated analyst team
check_circleUnlimited revisions
check_circlePriority turnaround

Custom

Large Portfolios

Ongoing needs

Custom

Tailored solution

Large portfolios, ongoing quarterly needs. Fully tailored pricing and scope.

check_circleFully custom engagement
check_circleWhite-label available
check_circleAPI access
check_circleSLA guarantee
check_circleUnlimited revisions
check_circleDedicated analyst team

Add-On Services

Enhance Your Report

Optional add-ons to complement your valuation.

bolt

Rush Delivery

48 hours

+50%

speed

Express Delivery

5 days

+25%

edit_note

Extra Revision

Per revision

$199

table_chart

Capitalization Analysis

Full review

$299

support_agent

Audit Support

Per hour

$299/hr

slideshow

Board Presentation

Deck included

$499

autorenew

Quarterly Update

Report refresh

$399

percent

Volume Discounts

For CA/CPA firms and PE portfolios

5–10 reports / year10% off

11–25 reports / year15% off

26–50 reports / year20% off

50+ reports / yearCustom pricing

handshake

Partner Program

Reseller & white-label options

CA / CPA Firms

Min. 10 reports/year

30–40% off

Law Firms

Min. 5 reports/year

25–30% off

Accelerators / Incubators

Portfolio companies

40–50% off

White-Label Partners

Your branding

50% off

Why Choose Us

How We Compare

Professional quality. Fraction of the cost.

Feature	Zimbs ValetexOur Platform	Carta 409A	Shareworks	Traditional Firms
paymentsBasic 409A Price	$499	$1,000+	$2,000+	$5,000+
scheduleTurnaround Time	7–10 days	2–3 weeks	2–3 weeks	3–4 weeks
assessmentASC 820 Support	check_circle	Limited	Limited	check_circle
tuneCustom Analysis	check_circle	Limited	Limited	check_circle
person_checkHuman Expert Review	check_circle	check_circle	check_circle	check_circle
verifiedAudit Support	check_circle	check_circle	check_circle	check_circle
branding_watermarkWhite-Label Option	check_circle	cancel	cancel	cancel
merge_typeCombined 409A + ASC 820	check_circle	cancel	cancel	check_circle

Market Rates

What Others Charge

See how our pricing compares to industry rates.

diamond

starZimbs Valetex

Professional quality at startup-friendly prices

409A$499 – $4,999

ASC 820$1,499 – $9,999

public

Offshore Providers

Cost-effective

409A$500 – $2,000

ASC 820$1,500 – $5,000

computer

Online Platforms

Automated, limited customization

409A$1,000 – $5,000

ASC 820N/A

store

Boutique Firms

Personalized service

409A$2,500 – $8,000

ASC 820$5,000 – $15,000

business

Mid-tier Firms

Full service

409A$5,000 – $15,000

ASC 820$10,000 – $30,000

corporate_fare

Big 4 Firms

Premium pricing, audit-ready

409A$15,000 – $50,000+

ASC 820$20,000 – $100,000+

savings

Save 40–60% vs. established firms

Professional quality at startup-friendly prices. India-based operations provide significant cost advantage.

Free Consultation

Not sure which plan is right for you?

Schedule a free 30-minute consultation with our valuation specialists. We'll assess your needs and recommend the right approach.

No commitment required. Response within 24 hours.