Capshare Launches, a No-Cost Service for Competitive 409A Bids, with over 10 Best-in-Class Valuation Firm Partners

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Equity Management Software Provider Simplifies 409A Selection Process and Ensures Customers Get the Best Offers from Pre-Vetted Valuation Firms

By encouraging competition, we ensure that each company is able to select the best firm for its needs.

409A valuations have just become easier, thanks to equity management software provider Capshare. Capshare’s latest offering, (available at, streamlines the 409A bid solicitation process and gets clients competitive offers from pre-selected firms within 24 hours.

A user visiting the website will indicate priorities for her next 409A, rating the importance of price, audit defensibility, and delivery time against each other. uses those preferences to select the 3 most appropriate providers among high-quality partners and introduces them to the user.

“By encouraging competition, we ensure that each company is able to select the best firm for its needs,” said co-founder and CEO Jeron Paul. “ also decreases the hassle of sifting through dozens of firms during a selection process by focusing the company on those firms that best meet their criteria.”

In addition to the services provided through, Capshare has built robust valuation software that provides valuation professionals with time and cost savings when performing a valuation. By integrating directly with clients’ equity information and market-leading data sources like CapitalIQ, Capshare makes it easy to meet 409A reporting and compliance requirements from within a convenient and comprehensive web platform.

Through the combination of professional expertise and powerful software, Capshare is dramatically improving the convenience of complying with federal regulations at a venture-backed startup. All of Capshare’s partners have agreed to use Capshare’s equity management and 409A valuation software in their engagements.

In addition to full-featured 409A valuation software, the Capshare platform provides the following features:

Electronic share issuance and maintenance
Centralized cap table management on the web
Options administration and expensing (FAS 123r / ASC 815)
Options document automation and electronic signature
Equity and convertible debt certificate tracking
Waterfall analysis for equity payouts
Portfolio analysis tools for investors
Portfolio valuation compliance for investors (ASC 820)

About Capshare
Headquartered in Salt Lake City, Capshare is a comprehensive, cloud-based equity management platform that provides private companies and valuation service providers with resources such as electronic stock certificate management, sophisticated waterfall analysis, options administration, and powerful 409A compliance software. Capshare is available at no charge for small businesses up to 10 optionees and provides $29.95 per month and $100.00 per month alternatives for organizations of 26 optionees and beyond.  Electronic share issuance and management are free. For more information, visit or call 801-610-9264.

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