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AUTOMATED DATA ROOM (REPORT ONLY)
Fidelity Private Shares℠

409A Valuations

Do you need a valuation to help ensure you comply with IRC 409A valuation requirements?

Get faster, more accurate, and competitively-priced 409A valuations.

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A simple and quick process with unparalleled support:

1.

Talk to our team to get started with the subscription that can best fits your needs

2.

Get your independent 409A valuation report from one of our vetted providers and discuss the results with them

3.

Our platform will generate a board resolution to accept the fair market value (FMV) as defined in the 409A valuation report

Plus:

Everything gets generated + captured in the platform

CAPITALIZATION TABLE (DASHBOARD)

An up-to-date cap table linked to your documents in an automated data room

Your cap table is accurate with real-time data. Plus, it links directly to your secure and organized automated data room. 

While other solutions act like a drop box where you need to organize your files- we know that may not be enough. 

Our data room automatically organizes your files and notifies you of any missing documents. 

Next Round Planner (REPORT ONLY)

Save Time and Money, Close Faster

Raising money shouldn’t be a multi-week engagement that disrupts your regular business operations.

Our platform may enable significant time- and cost-savings over traditional fundraising processes.

Go from term sheet to close in as little as 14 days. When your cap table is up-to-date and linked to your automated data room, your financing can be very quick.

Trusted by companies that scale

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Everything you may need on one platform

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“We really appreciated your efforts in the recent 409A valuation for Hillstream BioPharma. It was very thorough and we particularly liked that you are approachable and willing to discuss and explain the valuation. Truly refreshing.”

Randy Milby, CEO, Hillstream Biopharma

Interested in learning more?

Our Latest 409A Articles

409A Considerations for Early-Stage vs. Later-Stage Startups

Stock options are an important resource for startups in their quest to attract and retain top talent. In addition to...

What Should I Know About Share Purchase Price Below Fair Market Value?

Lately, I’ve been seeing a fair amount of companies start to grant shares to employees only to realize that the shares...

What Is a 409A Valuation and Why Does It Matter?

Running a startup means that at the same time you are busy building your product, your team, and your business, you...

409a valuations are conducted by a third party.

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