Available with Growth Plan
409A Valuation process, simplified
Cake makes 409A Valuation fast and easy with our streamlined and automaed process. Getting your 409A valuation can be done in as little as a week!
409A Valuation
Audit-proof 409A valuations for startups
409A valuations delivered within 2-3 business days. Add it on your cap table management plan and save hours of work!
Trusted by the fastest growing companies around the world
"Cake helps you manage your equity. It allows everyone that opportunity."
"In the early stages of a business' life, cash is critical. So you've got to watch your cash, and at the same time, know that equity can be very valuable. Now, Cake helps you manage your equity. It allows everyone that opportunity”.
— BEN CHONG, Co-director at Founder Institute, Palo Alto
Reliable 409A valuations, quick turnaround
Simplified process
As simple as filling up a form, submitting necessary business documents, and leaving it to the experts!
Skilled appraisers
Startup valuation experts who held roles in major banks and Big Four audit firms such as E&Y and Deloitte.
Fast turn-around
3-business day turnaround, less back and forths, saving you time and giving you peace of mind.
Competitive rates
More affordable than traditional 409A service providers.
Trusted by startup founders
Whether you're issuing stop options to attract new employees, attracting investors, or undergoing mergers and acquisitions, Cake's 409A valuation process is designed to save you time and resources, and ultimately give you peace of mind
Accurate and compliant with IRS, audit, and SEC review
Seamless integration with cap table
VIP support
Streamlined 409A process
Complete the steps for ordering your 409A in minutes. Our 409A valuation experts have developed a streamlined and automated process, removing the administrative burden and giving you peace of mind.
Easy collection and uploading of financial documents and cap table information
Experienced valuation experts reviewng, explaining, and clarifying each valuation
Expect a draft in 3 business days!
Prepare and upload your financial docs
Export your cap table information from Cake, and gather the rest of your financial documents for faster submission. Upload them to the app and that's it! With our 409A valuation partners, you can expect a draft within 3 business days!
Review a draft of your 409A Valuation
A valuation expert will send you a video taking you through your valuation and its underlying calculations, offering a 1-on-1 consultation to cover off any questions or comments that you may have.
Your 409A Valuation ready for use!
Once the review is done, your 409A Valuation is ready for download!
409A valuation FAQs
Why do startups need a 409A valuation?
409A valuation is vital for startups as it determines the strike price for employee stock options, impacting both employees' compensation and the company's financial health.
How often do you need a 409A valuation?
Companies are required to undergo 409A valuation at least once every 12 months or after significant events such as funding rounds or major business milestones.
What are the consequences of inaccurate 409A valuation?
Inaccurate valuation can lead to severe tax implications, penalties, and legal repercussions for both the company and its employees, highlighting the importance of precision in the valuation process.
How much does a 409A valuation cost?
The cost of a 409A valuation typically ranges from $1,000 to over $5,000, with larger corporations potentially exceeding $10,000. This pricing structure is influenced by the size and complexity of the company, usually with startups and Series A companies generally falling within the $1,000 to $3,000 range, while larger companies with multiple funding rounds (Series B-C) may face costs of $10,000 to $15,000. With Cake, you can top up your Growth Plan with a 409A valuation at half the cost!
Where to get a 409A Valuation?
Cake offers 409A valuation as an add-on to our Growth Plan. If you're in the market for a 409A valuation, you will benefit from having an up-to-date cap table software. Ensuring tat your cap table information and financial documents are up-to-date are crucial to creating an accurate 409A valuation.
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