409A Valuation Estimator for Stock Option Grants
Estimate fair market value using multiple methodologies. Compare scenarios, apply discounts, and generate board-ready reports.
Understand Your FMV Before Granting Options
Three valuation methodologies, discount modelling, and scenario comparison — all in one tool. Prepare for formal 409A appraisals with confidence.
Multi-Method Estimation
Calculate FMV using Market Approach (comparable multiples), Income Approach (DCF), and Asset Approach. Compare results side-by-side to understand your valuation range.
Discount Modelling
Apply Discount for Lack of Marketability (DLOM) and Discount for Lack of Control (DLOC) with industry-standard ranges. Understand how discounts affect common stock value vs. preferred.
Comparable Company Data
Select comparable public companies by industry, revenue range, and growth rate. The system calculates relevant multiples (EV/Revenue, EV/EBITDA, P/E) for the market approach.
DCF Calculator
Build discounted cash flow projections with customisable growth rates, discount rates, and terminal value assumptions. Auto-calculates present value of future cash flows.
Board-Ready Reports
Generate formatted valuation summary reports suitable for board presentations, option grant documentation, and conversations with independent appraisers.
Scenario Comparison
Model multiple valuation scenarios with different assumptions. Compare optimistic, base, and conservative FMV estimates to understand the range.
How It Works
Enter Company Data
Provide your revenue, EBITDA, assets, growth rate, and stage. Import financial data from your Business Plan or enter manually.
Select Methodologies
Choose which valuation approaches to use — Market, Income, Asset, or all three. The system guides you through the inputs for each method.
Apply Discounts
Set DLOM and DLOC percentages based on your company stage and characteristics. See industry benchmarks for guidance.
Compare Results
Review the FMV range across all methodologies. Compare scenarios and understand the key drivers of your valuation.
Export Report
Generate a board-ready valuation summary. Use it to brief your board, inform option grants, or prepare for a formal 409A appraisal.
Perfect For
US Stock Option Grants
Ensure your ISO and NSO grants are at or above FMV to comply with IRC 409A and avoid tax penalties for employees.
UK Companies with US Hires
UK companies hiring US employees or contractors need 409A-compliant valuations. Estimate before engaging a formal appraiser.
Board & Investor Updates
Generate valuation summaries for board meetings and investor updates. Show the methodology and assumptions behind your FMV.
Frequently Asked Questions
Estimate your 409A valuation with confidence
Multi-methodology FMV estimation, discount modelling, and board-ready reports — all included in Pro.