409A Valuations

Simple, Transparent Pricing for AI-Powered 409A Valuations

Clear plans based on how much professional oversight and flexibility you need — no hidden fees, no consulting-style pricing.

409A Valuation Pricing Plans

Free — AI Report Only

$0

Best for: Founders who want an indicative valuation or internal reference

Includes:

  • AI-generated 409A valuation report
  • Automated modeling and benchmarking
  • Structured data intake

This plan does not include independent expert sign-off and does not qualify for IRS 409A safe harbor.

Use cases:

  • Internal planning
  • Scenario analysis
  • Early exploration before formal compliance
Generate Free AI Report

No credit card • AI-generated • Not for compliance

Most Common Choice

Founder Plan

$499

Best for: Seed to early Series B startups needing a compliant 409A

Everything in Free, plus:

  • Independent expert review and sign-off
  • IRS 409A-compliant valuation
  • Up to 2 rounds of revisions
  • Audit-ready, defensible report

Meets IRS Section 409A safe-harbor requirements

Get a Compliant 409A

Includes expert sign-off • Safe harbor eligible

Best Value

Growth Plan

$699

Best for: Growing companies with evolving cap tables or financing activity

Everything in Founder Plan, plus:

  • Unlimited revisions
  • One additional 409A valuation within 12 months (if required)
  • Enhanced review for increased complexity

Ideal for:

  • Rapid growth
  • Multiple pricing events
  • Preparing for fundraising or secondary transactions
Start Growth Plan

Unlimited revisions • Includes an additional 409A

Why These Plans Exist

Our AI platform automates valuation modeling, benchmarking, and analysis. What changes between plans is the level of professional oversight, iteration flexibility, and future coverage.

This allows founders to start with a free, AI-only report — and upgrade seamlessly when compliance or defensibility is required.

FreeFounderGrowth
AI Valuation Engine
Automated Modeling & Benchmarks
Independent Expert Sign-Off
IRS 409A Safe Harbor
Revision Rounds2Unlimited
Additional 409A within 12 months
Audit-Ready Report

Only plans with independent expert review qualify for IRS 409A safe harbor.

Plan Definitions & Important Disclosures

“Platform”
Refers to the 409a-valuation.com automated valuation system, including its AI-driven modeling, benchmarking, and reporting tools.
“AI-Generated Report”
A valuation report produced through automated analysis without independent professional review or sign-off.
“Independent Expert Review”
A review conducted by a qualified valuation professional who assesses assumptions, methodology, and outputs for defensibility and compliance.
“IRS 409A Safe Harbor”
Refers to the requirements under Section 409A of the Internal Revenue Code for obtaining presumptive reasonableness through a compliant valuation prepared and reviewed by a qualified appraiser.

The Free plan provides access to an AI-generated valuation report for informational and internal planning purposes.

Key characteristics:

  • Generated solely through automated analysis
  • Does not include independent expert review or sign-off
  • Does not qualify for IRS Section 409A safe harbor
  • Should not be relied upon for issuing equity, setting strike prices, or regulatory compliance

Intended use:

  • Internal reference and scenario analysis
  • Early-stage planning and exploration
  • Understanding valuation drivers before pursuing a compliant valuation

The Free plan is not a substitute for a compliant 409A valuation.

The Founder plan includes an AI-generated valuation reviewed and signed off by an independent valuation professional.

Key characteristics:

  • Includes professional review and sign-off
  • Designed to meet IRS Section 409A safe-harbor requirements
  • Includes up to two (2) rounds of revisions
  • Results in an audit-ready, defensible 409A valuation report

Intended use:

  • Issuing equity compensation
  • Investor and auditor review
  • Ongoing regulatory and tax compliance

The Growth plan is an enhanced version of the Founder plan designed for companies with evolving valuation needs.

Key characteristics:

  • Includes independent expert review and sign-off
  • Qualifies for IRS Section 409A safe harbor
  • Includes unlimited revision cycles
  • Includes one additional 409A valuation within a 12-month period, if required due to company events or changes

Intended use:

  • Rapidly growing companies
  • Multiple equity or financing events
  • Companies anticipating valuation updates within the year
  • Companies may begin with a Free plan and upgrade to a paid plan at any time.
  • Upgrading adds professional review and compliance coverage without restarting the valuation process, subject to updated information if required.
  • Safe-harbor protection applies only to valuations that include independent expert review and sign-off.

Important Compliance Notice

Only valuations that include independent expert review and sign-off qualify for IRS Section 409A safe harbor protection. AI-generated reports provided under the Free plan are for informational purposes only.

Pricing FAQ

Is the Free plan compliant?

No. The Free plan provides an AI-generated valuation for informational purposes only and does not include safe harbor protection.

What changes when I upgrade?

You add independent professional review, revision cycles, and compliance coverage — without redoing the entire process.

Can I start free and upgrade later?

Yes. You can generate a free AI report and upgrade when you need a compliant, signed valuation.

Why is Growth only $699?

Because automation reduces manual effort. The price reflects oversight and flexibility, not analyst hours.

View all 409A valuation FAQs →

Start with AI. Upgrade When Compliance Matters.

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AI-generated reports are provided for informational purposes only and do not constitute a compliant 409A valuation without independent professional review.