Our mission is to deliver fast, accurate, audit-ready valuations, from options and RSUs to warrants, convertibles, and embedded derivatives.
We specialize in complex financial instruments
From stock options and RSUs to warrants, convertibles, and embedded derivatives, we handle the valuations most teams avoid or outsource inconsistently.
Audit-ready outputs you can rely on
You receive fully unlocked Excel models, journal entries, rollforwards, and clear documentation, prepared to a standard that auditors can tie out without delays or back-and-forth.
Consistent, fast turnarounds
Traditional valuation firms take 4–8 weeks. Our AI-accelerated process delivers in days, without sacrificing accuracy or rigor.
We take the work seriously — and the relationship even more
Quarter-close is stressful enough. We focus on making the process calm, clear, and easy so your team isn’t burning cycles on avoidable confusion or back-and-forth.
You’ll always know where things stand
Communication matters. You get straightforward updates, direct answers, and no vague timelines — just exact expectations and transparent progress.
We respect your time
No meetings for the sake of meetings. No drawn-out explanations. Just fast execution, clean deliverables, and a partner who removes friction instead of adding it.
