If you are on Eqvista, you already know that using the application is quite simple. And the best thing about this application is that you can also request a 409A valuation right from the dashboard. It also keeps all the records and previous valuation results to help you keep track as your company grows. Not sure how?

Here are the steps to do it:

Step 1: Log in to the application, select your company and from your dashboard click on “409A valuation” as shown below.

409A valuation

Step 2: Once you do this, you will be redirected to the following page.

Request 409a valuation

Fill in the details for each field including the date by when you need the valuation, the business nature and a short description of it, the number of years the company has been in business, the total previous funding rounds, and if you have had a previous 409A or not. Once you have done this, click on the “Submit request” button.

To see how the report is prepared, click on the button that says “Sample 409A valuation report on the bottom right side. And if you want to know about the pricing scheme, click on the “See our valuation pricing” button.

When you get a valuation report from us, the report will be updated here. Let us assume you keep getting a report for each year for the next 10 years. All the reports will be updated here and a graph will be shown to help you see how your company has grown over the years. It will look like this:

valuation report history

And just like this, you can easily request a 409A valuation report using the Eqvista application and even keep track of it.

To know more, check out our support articles and knowledge base here. Contact us for any queries!

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