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.
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.
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.
Input Company Data
Enter cap table details, ownership structure, funding rounds, and equity instruments including options and convertibles.
01
02
Define Valuation Scope
Identify valuation purpose, reporting requirements, valuation date, and applicable regulatory standards.
Select Methodology
Apply OPM, PWERM, Hybrid, or other accepted methodologies based on company stage and capital structure.
03
04
Build Exit Scenarios
Model multiple exit outcomes, financing paths, and probability-weighted exit scenarios.
Review Assumptions
Validate volatility, discount rates, exit timing, and key assumptions to ensure defensibility.
05
06
Allocate Value
Allocate enterprise value between preferred and common shares based on rights, preferences, and participation.
Generate Reports
Produce structured valuation reports aligned with 409A, ASC 718, ASC 820, and audit requirements.
07
08
Finalization
Share valuation outputs with founders, CFOs, auditors, and advisors for final approval and sign-off.
Company Cap Table Management
A structured technical ecosystem for maintaining ownership integrity, equity distribution, and board-level compliance.
Infrastructure
Shareholder Records
Maintain a complete register of founders, investors, and advisors holding company equity.
Architecture
Equity Class Management
Track common, preferred, and hybrid share classes with clear separation logic.
Operations
Equity Issuance Tracking
Record all equity issuances including share grants, transfers, and buybacks with precision.
Liquidity
Option & ESOP Tracking
Manage employee stock options, vesting schedules, and exercise cycles automatically.
Governance
Transaction History
Maintain a complete ledger of equity-related transactions for rigorous internal transparency.
Analytics
Ownership Accuracy
Instant calculations of fully-diluted ownership across the entire cap table ecosystem.
Integrity
Data Consistency & Control
Ensuring absolute consistency with board-approved actions and corporate resolutions.
Assurance
Audit & Due Diligence
Clean, organized records ready for investor scrutiny and external audit certification.
Valuation Technical Backbone
A multi-dimensional approach to fair value measurement, moving beyond traditional reporting into a structured technical ecosystem.
Framework
Fair Value Measurement
Execution of institutional fair value measurements through market, income, and cost valuation approaches strictly per ASC 820.
IRS Safe-Harbor
409A Benchmarking
Accurate determination of common stock FMV to support tax-compliant employee equity grants and board-ready documentation.
Architecture
Methodology Selection
Integrated deployment of OPM, PWERM, Hybrid, and Backsolve models tailored to growth stages and capital structure.
Waterfall Logic
Equity Value Allocation
Complex distribution of enterprise value across shared classes based on liquidation preferences, rights, and participation.
Vetting
Assumption Audit
Rigorous documentation of economic inputs including volatility, risk-free rates, and DLOM for absolute defensibility.
Assurance
Audit-Ready Reports
Generation of transparent, structured reports finalized for Big 4 and external auditor scrutiny and approval.
Integrity
Regulatory Support
Expert alignment with specialized financial reporting under ASC 718, ASC 820, and international accounting standards.
Lifecycle
Dynamic Valuation
Continuous updates synchronized with funding cycles, major secondary sales, or material company material events.
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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