For investors
Fair value at every reporting date, and independent valuation analysis when you buy, sell or recapitalize.
Private equity and venture funds, family offices and their portfolio companies.
Reporting fair value
Private equity, venture capital and private credit investments valued at each reporting date under ASC 820 and 946 and the AICPA PE/VC valuation guide.
Positions across the capital structure
Common stock, preferred stock and convertible debt, each valued on its own terms.
Building the process
Valuation policies and quarterly processes for funds and family offices.
Doing the deal
Buy-side and sell-side valuation analysis, including pre-deal purchase price allocation estimates, and fairness opinions for boards and special committees.
Supporting portfolio companies
Section 409A valuations, purchase price allocations and share-based compensation for the companies you hold.
We hold no interest in the companies we value, and every conclusion is traced to its inputs.
Discuss an engagement
Tell us about the measurement, the standard and the deadline. We scope every engagement on its facts and confirm a fixed fee in writing.
We respond within six hours on business days.