409A.ioMeld Valuation LLC
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Diligent EquityDiligent
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About
409A.io is a cloud-based 409A valuation service for pre-seed through Series A startups. Companies submit a cap table and supporting documents through a self-service workflow; the service produces a report estimating the fair market value of common stock for equity compensation. It uses AI-assisted analysis, with each report reviewed by a valuation professional before delivery. The initial report is delivered within 48 hours after complete documents are received. The subscription includes an initial report, updates upon request during the term, auditor support, and audit-ready deliverables. Cap tables can be uploaded as CSV exports or entered manually. The service is designed for early-stage companies with standard capitalization structures; more complex valuation needs can be handled through MELD Valuation's separate services. Pricing is $99 per month with a 12-month minimum term.
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About
Diligent Equity is the only fully-integrated portfolio and cap table management platform investors will ever need. Better manage your investments, portfolios and LPs. Say goodbye to sloppy data and enjoy an accurate view of your fund performance. With real-time performance tracking of your investments, Diligent Equity is your single source of truth across your investment portfolio no matter what cap table software your companies use. Track performance across funds in one central dashboard investment multiples and different IRRs. Access real-time numbers pulled directly from your most up-to-date positions, cap tables, waterfalls, and valuations. Collect and track company KPIs from your portfolio companies from investment to exit. Use Diligent Equity’s managed services for updating and error-checking, and white-glove onboarding of portfolio company cap tables and KPIs.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Pre-seed through Series A companies.
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Audience
Venture capital, private equity, private companies, law firms seeking a solution to manage their operations
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and VideosNo images available
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Screenshots and Videos |
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Pricing
$99/month
$99 per month, billed monthly, with a 12-month minimum term. Includes the initial valuation report and updates upon request during the term.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Company InformationMeld Valuation LLC
United States
www.409a.io
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Company InformationDiligent
Founded: 1994
United States
equityeffect.com
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Categories |
Categories |
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Equity Management Features
Cap Table Management
Supported
Deal Management
Not Supported
Document Storage
Supported
ESOP Management
Not Supported
Financial Modeling
Supported
Options Management
Supported
Participant Portal
Supported
Portfolio Management
Not Supported
Private Equity
Supported
Public Equity
Not Supported
Valuation Management
Supported
Vesting Management
Supported
VSOP Management
Not Supported
Investment Management Features
Accounting Management
Not Supported
Benchmarking
Supported
Bonds / Stocks
Not Supported
Client Management
Not Supported
Commodities
Not Supported
Compliance Reporting
Not Supported
Data Import / Export
Not Supported
For Investment Advisors
Not Supported
For Investors & Traders
Not Supported
Fund Management
Supported
Modeling & Simulation
Supported
Payroll & Commissions
Not Supported
Performance Metrics
Supported
Portfolio Management
Not Supported
Risk Management
Not Supported
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Integrations
Rayven
Not Supported
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