409A reports the Shoobx way.

409A Valuations

Shoobx leverages all of your company data in order to automate a large portion of this typically very manual process. With Shoobx, you can get fast and accurate results with the push of a button. Welcome to the 21st century. Lear more about 409A Valuations on our blog. 
409A analysis

Valuation Analysis

For younger startups, a typical 409A valuation report may be overkill. In these circumstances Shoobx offers a solution that you can leverage for a fraction of the cost.
409A report

Valuation Report

For larger private companies we offer 409A valuation reports that are competitively priced according to the number of stock classes in your capitalization table.
The Shoobx platform offers a robust suite of tools for the growing startup. From equity management to employee onboarding Shoobx was built for the entrepreneur.
With Shoobx, all of your company information is captured on the platform. All changes you make ripple through the system and all the necessary updates are automatically made. Because we leverage your data intelligently, future valuations can be completed in days.
At Shoobx, we build tools that save our entrepreneurs time and money. We do this by leveraging technology to automate those things that lawyers and accountants typically do by hand. Let us make your 409A experience easier and more affordable.

Tell us a bit about yourself to start the conversation!




409A Analysis for Young Companies

A one-stop solution for performing unlimited 409A valuations with graphical waterfall analysis and  audit-ready Excel reports. Contact us to see if your company qualifies!

409A Analysis

Starts at $309

Includes free onboarding.

409A Valuation Reports Start at $1,229

Find the solution that’s best for you! If you need any help please don’t hesitate to reach out. We love talking to entrepreneurs about their companies.

Startup

$1,229

Two classes of stock

Free onboarding

Traction

$1,899

Three classes of stock

Onboarding additional

Growth

$3,199

Four or more stock classes

Onboarding additional

Frequently Asked Questions

What is 409A?

Section 409A was initially enacted as part of the American Jobs Creation Act of 2004. Section 409A requires that a stock price’s fair market value is determined by the “reasonable application of a reasonable valuation method”. 409A valuations are most commonly performed to assist companies with setting the strike price for their employee stock options, which should be at or above fair market value. Severe penalties can be imposed for non-compliance when granting employee stock options that have a strike price that is less than the fair market value of the stock price on the grant date.

Do I need a 409A report?

Check with your auditor as to whether you need a signed 409A valuation report. Generally speaking, 409A valuations of early stage companies (up to Series A round) are not audited, but you should verify this with your auditor.

So, how does this work?

If your company already uses Shoobx, you can purchase a 409A valuation right in Shoobx today. If you are new to Shoobx, we will need to onboard your company onto the Shoobx platform. We will talk you through the steps.

What do I get with my Shoobx subscription?

It’s a really long list. Click here to learn more!

How do I get started?

Enter your contact information in the form on this page and a member of our team will get in touch with you.

Does my company qualify for the low cost analysis offering?

Most likely yes. Ask us and find out! 

Does my company need to be on Shoobx?

Yes. This also means you get access to all of the tools available to our Shoobx users. Check out our pricing.

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