Independent Valuation
Independent third-party 409A valuations prepared using accepted valuation methodologies and designed to support compliance with IRS Section 409A.
IRS Section 409A Safe Harbor
Independent 409A Valuations Built for Growing Companies
Stay compliant with IRS Section 409A while simplifying equity management. Kore409A combines independent valuation expertise with a secure platform connected directly to your cap table, governance records, and shareholder portal.
Trusted byStartupsVenture-backed CompaniesEmerging Growth CompaniesCFOsCorporate CounselBoards of Directors
Why Kore409A
Why Companies Choose Kore409A
Traditional valuation firms deliver a report. Kore409A delivers a complete equity valuation experience.
Connected Cap Table
Your valuation is connected directly to your cap table, reducing manual work while improving accuracy across your equity records.
Secure Shareholder Portal
Authorized executives, board members, auditors, and investors can securely access historical valuation reports within the KoreInside platform.
Audit Ready
Maintain organized documentation, valuation history, and supporting materials in one secure location for auditors, legal counsel, and future financing.
Education
What Is a 409A Valuation?
A 409A valuation establishes the fair market value of your company's common stock for stock option grants and other equity compensation. An independent valuation provides companies with a "safe harbor" framework under IRS Section 409A, helping reduce the risk of tax penalties while supporting sound corporate governance.
Companies typically require a new valuation every 12 months or whenever a material event occurs, such as raising capital, completing an acquisition, or experiencing significant business changes.
Learn More About 409AThe Difference
Why Kore409A Is Different
Traditional Valuation Firm
- PDF delivered by email
- Manual document collection
- Separate cap table software
- Reports stored locally
- Limited collaboration
- No shareholder access
- Difficult audit preparation
Kore409A
- Independent valuation
- Integrated cap table
- Secure document vault
- Board access
- Investor portal
- Historical valuation archive
- Future valuation tracking
- Built into the KoreInside Infrastructure
How It Works
Our Process
A structured, five-step engagement designed for speed, defensibility, and audit readiness.
- 1
Company Information
Complete your online company profile.
- 2
Upload Financial Information
Securely upload financial statements, capitalization information, and supporting documentation.
- 3
Independent Valuation
Our valuation professionals perform the analysis using accepted methodologies appropriate for your company's stage and capital structure.
- 4
Quality Review
Each valuation undergoes an internal review before delivery.
- 5
Delivered Securely
Receive your valuation directly within your KoreInside dashboard where it remains securely stored alongside your cap table and governance records.
Pricing
Simple Pricing Based on Company Stage
Complex capital structures, convertible securities, SAFEs, and other unique circumstances may require custom pricing.
Coverage
Who We Serve
Technology
Life Sciences
Artificial Intelligence
Healthcare
Manufacturing
Energy
Real Estate
Consumer Products
Financial Services
Blockchain
Private Equity
Venture Capital-backed Companies
KoreInside Infrastructure
One Platform. One Source of Truth.
Your 409A valuation should not live as a standalone PDF buried in email. Kore409A integrates valuation reports into your company's broader governance and equity management ecosystem, creating a secure and centralized source of truth for management, boards, auditors, and investors.
See the Platform- 1Company
- 2Cap Table
- 3409A Valuation
- 4Board Governance
- 5Shareholder Portal
- 6Future Financings
- 7Equity Compensation
- 8Secure Document Vault
FAQs
Frequently Asked Questions
Answers for founders, CFOs, counsel, and boards evaluating an independent 409A partner.
Resources
Guides for Equity Compliance
Practical resources for teams preparing their first valuation or maintaining annual compliance.
Ready to Get Your Independent 409A Valuation?
Whether you're issuing stock options for the first time, preparing for your next financing round, or maintaining annual compliance, Kore409A helps you complete the process efficiently and securely.