Company Valuation Software
ZT Valuation – Cap Table & Valuation Software for CPA & Advisory Firms
Simplify cap table management, ASC 820 & IRS 409A valuations, and generate audit-ready reports with confidence.
NEXT-GEN VALUATION PLATFORM
Smart Valuation & Cap Table Software
Built for CPA Firms & Finance Teams
ZT Valuation helps CPA firms, startups, and investors perform accurate 409A and ASC 820 valuations with confidence. Automate cap tables, model equity scenarios, and generate audit-ready valuation reports — faster, cleaner, and fully compliant.
WHAT WE’RE OFFERING
Enterprise‑Grade Valuation & Cap Table Solutions
Cap Table Management
Centralize and manage your complete equity structure, including common and preferred shares, options, SAFEs, and convertible notes, with full ownership visibility and historical tracking.
Equity & Stock Options
Manage employee equity, stock options, RSUs, and ESOPs with accurate vesting schedules while maintaining fully diluted ownership and valuation‑ready records.
409A Valuations
Generate defensible, IRS‑compliant 409A valuations to determine fair market value (FMV) of common stock with audit‑ready documentation and safe‑harbor support.
Company Valuation (ASC 820)
Perform ASC 820 compliant fair value measurements using industry‑accepted income, market, and transaction‑based valuation approaches for financial reporting.
Equity Allocation Modeling
Support complex capital structures using OPM, PWERM, Hybrid, Backsolve, and Waterfall models to accurately allocate value across equity classes.
Waterfall & Exit Analysis
Analyze exit scenarios, liquidation preferences, and payout waterfalls to understand outcomes for founders, investors, and shareholders.
Investor & Fundraising Management
Track funding rounds, investor ownership, dilution impact, and post‑money valuations to support fundraising, board discussions, and strategic decisions.
Audit‑Ready Reporting
Generate structured, version‑controlled valuation and equity reports designed to meet CPA, auditor, and regulatory review standards.
Compliance & Documentation
Ensure compliance with IRS, ASC, and financial reporting requirements through complete documentation, assumptions tracking, and full audit trails.
CPA & Advisory Firm Support
Purpose‑built for CPA firms, valuation professionals, and financial advisors managing complex equity, valuation, and compliance engagements.
How ZT Valuation Works
A structured, defensible valuation workflow designed for accuracy, regulatory compliance, and audit readiness.
Step 01
Input Company & Equity Data
Enter cap table details, ownership structure, funding rounds, and equity instruments including options and convertibles.
Step 02
Define Valuation Scope
Identify valuation purpose, reporting requirements, valuation date, and applicable regulatory standards.
Step 03
Select Valuation Methodology
Apply OPM, PWERM, Hybrid, or other accepted methodologies based on company stage and capital structure.
Step 04
Build Financial & Exit Scenarios
Model multiple exit outcomes, financing paths, and probability-weighted scenarios.
Step 05
Review Assumptions & Inputs
Validate volatility, discount rates, exit timing, and key assumptions to ensure defensibility.
Step 06
Allocate Value Across Equity Classes
Allocate enterprise value between preferred and common shares based on rights, preferences, and participation.
Step 07
Generate Audit-Ready Reports
Produce structured valuation reports aligned with 409A, ASC 718, ASC 820, and audit requirements.
Step 08
Stakeholder Review & Finalization
Share valuation outputs with founders, CFOs, auditors, and advisors for approval and sign-off.
Company Cap Table Management
Maintain an accurate, structured, and up-to-date record of company ownership and equity issuance.
Shareholder Records
Maintain a complete register of founders, investors, employees, and advisors holding equity in the company.
Equity Class Management
Track common shares, preferred shares, and other equity classes with clear separation and accurate counts.
Equity Issuance Tracking
Record all equity issuances including share grants, transfers, cancellations, and buybacks.
Option & ESOP Tracking
Manage employee stock options, vesting schedules, exercised options, and remaining option pools.
Transaction History
Maintain a complete history of equity-related transactions for transparency and internal governance.
Ownership Percentage Accuracy
Automatically calculate ownership percentages based on issued and outstanding shares.
Data Consistency & Control
Ensure all equity data remains consistent, controlled, and aligned with board-approved actions.
Audit & Due Diligence Support
Keep cap table records clean and organized for audits, due diligence, and stakeholder review.
Company Valuation & Fair Value Measurement
Professional, defensible valuations aligned with ASC 820, IRS 409A, and financial reporting requirements.
ASC 820 Fair Value Measurement
Perform fair value measurements using market, income, and cost approaches in accordance with ASC 820.
409A Common Stock Valuations
Determine fair market value of common stock to support employee equity grants and compliance.
Valuation Methodology Selection
Apply OPM, PWERM, Hybrid, and Backsolve models based on company stage and capital structure.
Preferred & Common Equity Allocation
Allocate enterprise value across equity classes based on rights, preferences, and conversion terms.
Assumptions & Inputs Documentation
Clearly document key assumptions including volatility, discount rates, and timing factors.
Audit-Ready Valuation Reports
Generate structured, transparent valuation reports designed for CPA and auditor review.
Regulatory & Reporting Support
Support financial reporting under ASC 718, ASC 820, and related accounting standards.
Ongoing Valuation Updates
Refresh valuations following funding rounds, material events, or significant business changes.
EFFECTIVE SOLUTIONS
Our Valuation & Capital Table Solutions for Any Business
Cap Table Management
Our Cap Table Management solution provides a centralized and accurate view of company ownership. Easily manage common and preferred shares, stock options, RSUs, SAFEs, and convertible instruments in a secure, audit-ready environment. The platform tracks historical changes, vesting schedules, and fully diluted ownership, helping CPA firms and valuation professionals maintain clean, reliable equity data for reporting, valuations, and audits.
Company Valuation (ASC 820)
Perform ASC 820 compliant fair value measurements for financial reporting and audit purposes. The platform supports multiple valuation approaches, including income, market, and transaction-based methods. Equity allocation models such as OPM, PWERM, and hybrid approaches ensure accurate and defensible valuation outcomes across complex capital structures.
409A Valuation
Generate IRS-compliant 409A valuations with confidence. Our platform supports industry-accepted valuation methodologies to determine the fair market value of common stock for option pricing. Designed for CPA firms and valuation professionals, the solution produces defensible, audit-ready reports with proper documentation, assumptions, and safe-harbor compliance.
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4+ Years
Field Experience
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50+ Projects
Done Around World
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99%
Client Satisfaction
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2021+ Year
Established On
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2 Mins
Response Time
Contact Info
+91 890 5544 504
contact@zimbstech.com
Visit our office
ZimbsTech 402, Horizon Trade Center (HTC), Nr. Vaishnodevi Circle, Ahmedabad, Gujarat, India