Professional valuations, connected to your equity records.

Access independent valuation services for stock options, equity compensation, financial reporting, and business transactions alongside the corporate records and ownership data you manage in Octelligence.

Valuation support for the decisions ahead.

Choose the service by the decision it supports. Final availability and professional responsibility depend on the configured service path.

  • 409A & equity compensation valuations

    Independent valuations to support stock option grants, equity compensation and compliance needs.

  • Financial reporting valuations

    Valuation support for fair-value measurements, share-based payments and financial reporting.

  • Business & transaction valuations

    Valuations for acquisitions, ownership transactions, restructuring and other business decisions.

Keep the record connected to the decision.

Octelligence is where your corporate records, share register, cap table, approvals and supporting evidence stay connected.

  • Corporate records

    Articles, resolutions, registers and minute book.

  • Equity and financing

    Options, SAFEs, warrants, convertibles and more.

  • Evidence and history

    A connected record of approvals, issuances and transactions.

Octelligence cap table capitalization view: issued and fully diluted shares by instrument, with stock options, SAFEs and warrants against common shares

How it works

A simple, guided process from request to report.

  1. Select a service

    Choose the valuation that matches your business needs.

  2. Provide information

    Complete the required intake and submit supporting information.

  3. Receive your report

    Get the completed valuation through the service workflow.

Start with the record you can trust.

Explore Octelligence's corporate records and equity workflows while the valuation request destination is being prepared.