Valuations
A smoother path to your 409A valuation.
A 409A valuation depends on more than submitting a request. Sundial helps coordinate the information, cap table records, and supporting documentation needed to move the valuation process forward accurately and efficiently.
Start Valuation RequestMore Than Ordering A Valuation
We help manage the process around the valuation.
A valuation provider needs accurate information about your company before it can prepare a defensible 409A report. That can mean pulling together capitalization data, financing history, financial information, forecasts, option activity, and supporting corporate records.
Sundial helps coordinate that process alongside your team and the valuation provider, reducing back-and-forth and helping ensure the information being used is consistent with your cap table and equity records.
The Valuation Process
How information moves from your company to a completed valuation.
How Sundial Can Help
Coordinating the details, so you don't have to.
Cap Table Review
Review capitalization records and identify inconsistencies that may need to be addressed before the valuation begins.
Information Gathering
Help organize the company, financing, equity, and financial information requested during the valuation process.
Valuation Coordination
Serve as a point of coordination between the company and valuation provider so requests and follow-up questions keep moving.
Equity Data Support
Help ensure option grants, exercises, SAFEs, notes, preferred stock, and other equity records are accurately reflected in the information provided.
Post-Valuation Administration
Help apply the new fair market value to ongoing equity administration, including future option grants and cap table records.
What To Expect
What typically goes into a 409A valuation
The exact information required varies based on the company and valuation provider.
The valuation is only one part of the equity process.
Once the valuation is complete, the new fair market value becomes an important input into your ongoing equity administration. Sundial can help make sure new grants, board approvals, cap table records, and other equity activity are handled consistently with the updated valuation.
Independent valuation expertise
Valuation reports are prepared by an independent valuation provider with experience supporting venture-backed companies. Sundial helps coordinate the process and supporting equity information while the valuation provider performs and stands behind the valuation itself.
Our valuation partner, 409.ai, prepares the independent valuation report.
Ready to start your valuation?
Tell us about your company and begin the valuation process.
Start Valuation Request