Indicative US 409A and UK EMI share value estimates from cap table and financial inputs. Read-only.
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Gives an indicative range for the fair market value per share of a US private company's common stock, as a planning estimate before a formal 409A valuation (for example, to anticipate an option strike price). Uses an option pricing model backsolve when there is a priced round in the last 12 months; otherwise a rolled-forward round, a sector revenue multiple, or an asset-based approach, depending on the inputs. Applies Finnerty and Chaffe marketability discounts. Inputs are numbers from the cap table and financials; no company or personal names are needed. Limitations: treats all preferred as non-participating and pari passu with 1:1 conversion, and does not model SAFEs or convertible notes. The result is not a 409A valuation.
Number of common shares issued and outstanding (excluding options and preferred).
Cash on hand, in US dollars.
Interest-bearing debt, in US dollars.
Company sector. Sets the default volatility and revenue multiple. Use 'other' if unsure.
Expected years until a sale or IPO. Defaults to 3.
Optional override for equity volatility, as a percentage.
Gross margin, as a percentage.
Each priced preferred share round. Leave empty or omit if the company has never raised a priced round.
Year-over-year revenue growth, as a percentage (for example 40 for 40%).
Optional current government bond yield matching years_to_exit, as a percentage.
Number of share options granted and outstanding.
Revenue for the last 12 months, in US dollars.
Total equity capital invested to date, in US dollars. Used when there is no priced round and no revenue.
True if any preferred series is participating.
How the company has performed against plan since its last priced round. Used when that round is more than 12 months old.
True if the company has SAFEs or convertible notes that have not yet converted.
Weighted average exercise price of outstanding options, in US dollars.
Gives an indicative range for the fair market value per share of a US private company's common stock, as a planning estimate before a formal 409A valuation (for example, to anticipate an option strike price). Uses an option pricing model backsolve when there is a priced round in the last 12 months; otherwise a rolled-forward round, a sector revenue multiple, or an asset-based approach, depending on the inputs. Applies Finnerty and Chaffe marketability discounts. Inputs are numbers from the cap table and financials; no company or personal names are needed. Limitations: treats all preferred as non-participating and pari passu with 1:1 conversion, and does not model SAFEs or convertible notes. The result is not a 409A valuation.
| Argument | Type | Description |
|---|---|---|
| cash | number | Cash on hand, in US dollars. |
| debt | number | Interest-bearing debt, in US dollars. |
| sector | string | Company sector. Sets the default volatility and revenue multiple. Use 'other' if unsure. |
| years_to_exit | number | Expected years until a sale or IPO. Defaults to 3. |
| volatility_pct | number | Optional override for equity volatility, as a percentage. |
| gross_margin_pct | number | Gross margin, as a percentage. |
| preferred_series | array | Each priced preferred share round. Leave empty or omit if the company has never raised a priced round. |
| revenue_growth_pct | number | Year-over-year revenue growth, as a percentage (for example 40 for 40%). |
| risk_free_rate_pct | number | Optional current government bond yield matching years_to_exit, as a percentage. |
| options_outstanding | number | Number of share options granted and outstanding. |
| revenue_last_12_months | number | Revenue for the last 12 months, in US dollars. |
| total_capital_invested | number | Total equity capital invested to date, in US dollars. Used when there is no priced round and no revenue. |
| common_shares_outstanding* | number | Number of common shares issued and outstanding (excluding options and preferred). |
| has_participating_preferred | boolean | True if any preferred series is participating. |
| performance_since_last_round | string | How the company has performed against plan since its last priced round. Used when that round is more than 12 months old. |
| has_unconverted_safes_or_notes | boolean | True if the company has SAFEs or convertible notes that have not yet converted. |
| options_weighted_average_strike | number | Weighted average exercise price of outstanding options, in US dollars. |
{
"type": "object",
"required": [
"common_shares_outstanding"
],
"properties": {
"cash": {
"type": "number",
"description": "Cash on hand, in US dollars."
},
"debt": {
"type": "number",
"description": "Interest-bearing debt, in US dollars."
},
"sector": {
"enum": [
"software_saas",
"fintech",
"ai_ml",
"marketplace_ecommerce",
"consumer",
"hardware_deeptech",
"healthtech_digital_health",
"medtech_devices",
"biotech_therapeutics",
"diagnostics",
"climate_energy",
"other"
],
"type": "string",
"description": "Company sector. Sets the default volatility and revenue multiple. Use 'other' if unsure."
},
"years_to_exit": {
"type": "number",
"description": "Expected years until a sale or IPO. Defaults to 3."
},
"volatility_pct": {
"type": "number",
"description": "Optional override for equity volatility, as a percentage."
},
"gross_margin_pct": {
"type": "number",
"description": "Gross margin, as a percentage."
},
"preferred_series": {
"type": "array",
"items": {
"type": "object",
"required": [
"shares",
"original_issue_price",
"months_since_issue"
],
"properties": {
"name": {
"type": "string",
"description": "Series name, for example 'Seed' or 'Series A'."
},
"shares": {
"type": "number",
"description": "Shares issued in this series."
},
"months_since_issue": {
"type": "number",
"description": "Months since the round closed."
},
"original_issue_price": {
"type": "number",
"description": "Price paid per share, in US dollars."
},
"liquidation_preference_multiple": {
"type": "number",
"description": "Liquidation preference multiple. Defaults to 1."
}
},
"additionalProperties": false
},
"description": "Each priced preferred share round. Leave empty or omit if the company has never raised a priced round."
},
"revenue_growth_pct": {
"type": "number",
"description": "Year-over-year revenue growth, as a percentage (for example 40 for 40%)."
},
"risk_free_rate_pct": {
"type": "number",
"description": "Optional current government bond yield matching years_to_exit, as a percentage."
},
"options_outstanding": {
"type": "number",
"description": "Number of share options granted and outstanding."
},
"revenue_last_12_months": {
"type": "number",
"description": "Revenue for the last 12 months, in US dollars."
},
"total_capital_invested": {
"type": "number",
"description": "Total equity capital invested to date, in US dollars. Used when there is no priced round and no revenue."
},
"common_shares_outstanding": {
"type": "number",
"description": "Number of common shares issued and outstanding (excluding options and preferred)."
},
"has_participating_preferred": {
"type": "boolean",
"description": "True if any preferred series is participating."
},
"performance_since_last_round": {
"enum": [
"ahead",
"on_plan",
"behind"
],
"type": "string",
"description": "How the company has performed against plan since its last priced round. Used when that round is more than 12 months old."
},
"has_unconverted_safes_or_notes": {
"type": "boolean",
"description": "True if the company has SAFEs or convertible notes that have not yet converted."
},
"options_weighted_average_strike": {
"type": "number",
"description": "Weighted average exercise price of outstanding options, in US dollars."
}
},
"additionalProperties": false
}Gives an indicative range for the market value per ordinary share of a UK private company, as a planning estimate before agreeing an EMI valuation with HMRC (for example, to anticipate an EMI option exercise price). Uses the same methods as the 409A estimate, in pounds sterling: an option pricing model backsolve for a priced round in the last 12 months, otherwise a rolled-forward round, a sector revenue multiple, or an asset-based approach. Inputs are numbers from the shareholder register and accounts; no company or personal names are needed. Limitations: treats all preference shares as non-participating and pari passu, and does not model convertible instruments. The result is not an HMRC-agreed valuation.
| Argument | Type | Description |
|---|---|---|
| cash | number | Cash on hand, in pounds sterling. |
| debt | number | Interest-bearing debt, in pounds sterling. |
| sector | string | Company sector. Sets the default volatility and revenue multiple. Use 'other' if unsure. |
| years_to_exit | number | Expected years until a sale or IPO. Defaults to 3. |
| volatility_pct | number | Optional override for equity volatility, as a percentage. |
| gross_margin_pct | number | Gross margin, as a percentage. |
Lists the documents and typical steps for a formal US 409A valuation or UK EMI valuation, with contact details for Codon Valuation Advisors, the firm that provides this connector. Use when the user asks what a formal valuation requires or how to obtain one.
| Argument | Type | Description |
|---|---|---|
| valuation_type* | string | Which formal valuation the user is asking about. Use 'both' for a company with US and UK option holders. |
{
"type": "object",
"required": [
"valuation_type"
],
"properties": {
"valuation_type": {
"enum": [
"us_409a",
"uk_emi",
"both"
],
"type": "string",
"description": "Which formal valuation the user is asking about. Use 'both' for a company with US and UK option holders."
}
},
"additionalProperties": false
}| preferred_series |
| array |
| Each priced preferred share round. Leave empty or omit if the company has never raised a priced round. |
| revenue_growth_pct | number | Year-over-year revenue growth, as a percentage (for example 40 for 40%). |
| risk_free_rate_pct | number | Optional current government bond yield matching years_to_exit, as a percentage. |
| options_outstanding | number | Number of share options granted and outstanding. |
| revenue_last_12_months | number | Revenue for the last 12 months, in pounds sterling. |
| total_capital_invested | number | Total equity capital invested to date, in pounds sterling. Used when there is no priced round and no revenue. |
| common_shares_outstanding* | number | Number of ordinary shares issued and outstanding (excluding options and preferred). |
| has_participating_preferred | boolean | True if any preferred series is participating. |
| performance_since_last_round | string | How the company has performed against plan since its last priced round. Used when that round is more than 12 months old. |
| has_unconverted_safes_or_notes | boolean | True if the company has SAFEs or convertible notes that have not yet converted. |
| options_weighted_average_strike | number | Weighted average exercise price of outstanding options, in pounds sterling. |
{
"type": "object",
"required": [
"common_shares_outstanding"
],
"properties": {
"cash": {
"type": "number",
"description": "Cash on hand, in pounds sterling."
},
"debt": {
"type": "number",
"description": "Interest-bearing debt, in pounds sterling."
},
"sector": {
"enum": [
"software_saas",
"fintech",
"ai_ml",
"marketplace_ecommerce",
"consumer",
"hardware_deeptech",
"healthtech_digital_health",
"medtech_devices",
"biotech_therapeutics",
"diagnostics",
"climate_energy",
"other"
],
"type": "string",
"description": "Company sector. Sets the default volatility and revenue multiple. Use 'other' if unsure."
},
"years_to_exit": {
"type": "number",
"description": "Expected years until a sale or IPO. Defaults to 3."
},
"volatility_pct": {
"type": "number",
"description": "Optional override for equity volatility, as a percentage."
},
"gross_margin_pct": {
"type": "number",
"description": "Gross margin, as a percentage."
},
"preferred_series": {
"type": "array",
"items": {
"type": "object",
"required": [
"shares",
"original_issue_price",
"months_since_issue"
],
"properties": {
"name": {
"type": "string",
"description": "Series name, for example 'Seed' or 'Series A'."
},
"shares": {
"type": "number",
"description": "Shares issued in this series."
},
"months_since_issue": {
"type": "number",
"description": "Months since the round closed."
},
"original_issue_price": {
"type": "number",
"description": "Price paid per share, in pounds sterling."
},
"liquidation_preference_multiple": {
"type": "number",
"description": "Liquidation preference multiple. Defaults to 1."
}
},
"additionalProperties": false
},
"description": "Each priced preferred share round. Leave empty or omit if the company has never raised a priced round."
},
"revenue_growth_pct": {
"type": "number",
"description": "Year-over-year revenue growth, as a percentage (for example 40 for 40%)."
},
"risk_free_rate_pct": {
"type": "number",
"description": "Optional current government bond yield matching years_to_exit, as a percentage."
},
"options_outstanding": {
"type": "number",
"description": "Number of share options granted and outstanding."
},
"revenue_last_12_months": {
"type": "number",
"description": "Revenue for the last 12 months, in pounds sterling."
},
"total_capital_invested": {
"type": "number",
"description": "Total equity capital invested to date, in pounds sterling. Used when there is no priced round and no revenue."
},
"common_shares_outstanding": {
"type": "number",
"description": "Number of ordinary shares issued and outstanding (excluding options and preferred)."
},
"has_participating_preferred": {
"type": "boolean",
"description": "True if any preferred series is participating."
},
"performance_since_last_round": {
"enum": [
"ahead",
"on_plan",
"behind"
],
"type": "string",
"description": "How the company has performed against plan since its last priced round. Used when that round is more than 12 months old."
},
"has_unconverted_safes_or_notes": {
"type": "boolean",
"description": "True if the company has SAFEs or convertible notes that have not yet converted."
},
"options_weighted_average_strike": {
"type": "number",
"description": "Weighted average exercise price of outstanding options, in pounds sterling."
}
},
"additionalProperties": false
}