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Clients

Paperless Online Invitations and Fine Stationery Series C Multiple years 409A and ASC Topic 718 compliance, including preferred stock valuation.
Comixology Mobile Comics Series A Multiple years 409A and ASC Topic 718 compliance for stock option issuance.
R29 Online Media - Women's Fashion Mid Stage 409A and ASC Topic 718 compliance.
Foundersfund Venture Capital Firm   Partnership to provide portfolio with discounted 409A compliance services.
Tutor Online Tutoring Early Stage 409A and ASC Topic 718 compliance.
Thumbtack Local Services Series A 409A and ASC Topic 718 compliance for stock option issuance.
Sendmail Infrastructure Late Stage 2010-409A and ASC Topic 718 compliance.
Good Infrastructure Late Stage Capitalization models for contemplated stock transaction.
Fundedbuy Incubator   Partnership to provide affiliates with discounted 409A compliance services.
Wws Energy Mid Stage 409A and ASC Topic 718 compliance.
Doostang Social Media Series A Valuation services for founders contemplating a stock donation.
137 Venture Capital Firm   Capitalization studies for late stage secondary transactions.
Ebx Venture Capital Firm   Partnership to provide portfolio with discounted 409A compliance services.
Ascent Venture Capital Firm   Audited portfolio valuation compliance (157/820) for multiple years and entities.
Founder_institute Venture Incubator   Partnership to provide members with discounted 409A compliance services and capitalization advice.
Xgraph Internet Marketing Series B Multiple years 409A and ASC Topic 718 compliance.
Estately Online Consumer Software Series A 409A and ASC Topic 718 compliance.
Legolas Yield Optimization Early Stage 409A and ASC Topic 718 compliance.
Altruik Search Analytics Early Stage 409A and ASC Topic 718 compliance.
Byndl Mobile Commerce Early Stage 409A and ASC Topic 718 compliance.
Freshplum Price Optimization Early Stage 409A and ASC Topic 718 compliance.
Ism Online Advertising Early Stage 409A and ASC Topic 718 compliance.
Liazon_logo Financial Services Late Stage 2010-409A and ASC Topic 718 compliance.
Viglink Affiliate Marketing Series B 409A and ASC Topic 718 compliance, incorporating acquisition.
Getglue Social Media Series A 409A and ASC Topic 718 compliance.
Dinevore Online Consumer Services Early Stage 409A and ASC Topic 718 compliance.
Food52 Online Consumer Services Early Stage 409A and ASC Topic 718 compliance.
Omedix Online Healthcare Early Stage 409A and ASC Topic 718 compliance.
Lwd Apparel Early Stage 409A and ASC Topic 718 compliance.
Cakehealth Online Healthcare Management Early Stage 409A and ASC Topic 718 compliance.
Backbeat Life Sciences Mid Stage 409A and ASC Topic 718 compliance.
Praxeon Life Sciences Mid Stage 409A and ASC Topic 718 compliance.
Neadwerx Enterprise Software Mid Stage 409A and ASC Topic 718 compliance.
Tapme Mobile Gaming Series A 409A and ASC Topic 718 compliance.
Percolate Online Media Series A 409A and ASC Topic 718 compliance.
Redrover Online Learning Series A 409A and ASC Topic 718 compliance.
Shelby Online Media Series A 409A and ASC Topic 718 compliance.
Siftscience Online Business Software Series A 409A and ASC Topic 718 compliance.
Simplymeasured Social Media and Analytics Series A 409A and ASC Topic 718 compliance.
Saygent Online Customer Satisfaction Early Stage 409A and ASC Topic 718 compliance.
Skillshare Online Learning Series A 409A and ASC Topic 718 compliance.
Disco Search Series A 409A and ASC Topic 718 compliance.
Midawi Financial Services Series A 2010-409A and ASC Topic 718 compliance.
Globalpay Financial Services Mid Stage 2010-409A and ASC Topic 718 compliance.
Thinknear Analytics Series A 409A and ASC Topic 718 compliance.
Aristotle Online Media Series A Multiple reports for 2010-409A and ASC Topic 718 compliance.
Unitus Financial Services Series A 409A and ASC Topic 718 compliance.
Celtra Mobile Software Series A 409A and ASC Topic 718 compliance.
Readyforzero Financial Services Series A 409A and ASC Topic 718 compliance.
Stella Online Consumer Services Series A 409A and ASC Topic 718 compliance.
Media_chaperone Online Consumer Services Series A 409A and ASC Topic 718 compliance.
Cosmos Professional Sports Team In-depth tax appraisal for corporate restructuring.
Magnify Online Media Series B 409A and ASC Topic 718 compliance.
Upcompany Content Series B 409A and ASC Topic 718 compliance.
Nextwave Life Sciences Series C 409A and ASC Topic 718 compliance for multiple years.
Biomerix Life Sciences Series C 409A and ASC Topic 718 compliance for multiple years.
Embrella Life Sciences Series A 409A compliance for issuance of first stock option tranche.
Krossover Online Media Series A 409A and ASC Topic 718 compliance for stock option issuance.
Bestinclass Electronic Commerce Series A 409A and ASC Topic 718 compliance for stock option issuance.
Adorn Electronic Commerce Series A 409A and ASC Topic 718 compliance for stock option issuance.
Tapad Mobile Services Series A 409A and ASC Topic 718 compliance for stock option issuance.
Urgentcareer Business Software Series A 409A and ASC Topic 718 compliance for stock option issuance.
Workmarket Business Software Series A 409A and ASC Topic 718 compliance for stock option issuance.
Priorknowledge Probabilistic Computing Early Stage 409A and ASC Topic 718 compliance.
Navia Business Software Series A 409A and ASC Topic 718 compliance for stock option issuance.
Yotta Location Services Angel Provided valuation services to founders contemplating a stock donation.
Hotlist Location Services Angel 409A and ASC Topic 718 compliance for stock option issuance.
Itb Financial Services Angel 409A compliance for issuance of first stock option tranche.
Crave Online Retail Angel 409A and ASC Topic 718 compliance for stock option issuance.
Ecosys Enterprise Software Late Stage LLC 409A and ASC Topic 718 compliance for stock option issuance.
Enertia Energy Late Stage In-depth appraisal for FAS compliance and board of directors scrutiny.
Petrotel Energy Mid Stage In-depth appraisal for tax compliance.
Sti Agricultural Technology Series A 409A and ASC Topic 718 compliance for stock option issuance.
Junetree Content Mid Stage Valuation report for owner contemplating an acquisition offer.
Acceller Digital Media Mid Stage 409A and ASC Topic 718 compliance for stock option issuance.
Unitus Microfinance Mid Stage 409A and ASC Topic 718 compliance for stock option issuance.
Liftdna Online Advertising 409A and ASC Topic 718 compliance for stock option issuance.
Skodie Online Advertising LLC 409A and ASC Topic 718 compliance for stock option issuance.
Xprize Charitable Organization Facilitated fair value donation of private stock.
Computerhistory Charitable Organization Facilitated fair value donation of private stock.

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