Valuation report
Capwise determines the strike price of your securities (ESOP, warrants, stock options) and provides the appropriate discount to apply.
These companies trust Capwise for all their equity valuation reports.
Information collection
Analysis and modelling
Version 0.99 for review and customer validation
Final report sent
A valuation report determines the fair strike price of your ESOP plan, warrants and stock options, in accordance with French legal and tax requirements.
In the event of a securities issuance (or a significant corporate event), unlisted companies are required to provide an independent and defensible valuation to avoid challenges from the tax authorities or URSSAF.
Since 2021, we've been supporting startups with comprehensive, audit-ready valuation reports that meet the expectations of auditors, tax authorities, and investors.
Our work is focused on financial engineering for the valuation of privately held company shares. This specialization ensures a rigorous approach that complies with tax authority regulations, enabling us to deliver an impartial valuation report.
We apply proven 409A valuation methods. The data used, combined with our proprietary algorithms, allows us to build robust valuations that accurately reflect your company's equity history.
Our team has completed hundreds of valuations for French and European startups. Our reports are educational, helping to reassure your stakeholders (auditors, investors, etc.) and are designed to be self-contained and audit-ready.
“We created this service to bring simplicity and security to companies. Our goal is simple: deliver a fair, fast, and audit-proof valuation that stands up to both auditors and investors.”
Xavier Roussillon“With Capwise, our valuations comply with tax regulations, and the web app provided gives us a long-term, clear view of the financial stakes related to our equity.”
“With Capwise's services, I enable my clients to obtain reliable valuations, even in the most complex cases. Their reports are always thorough, with all methods clearly explained.”
“We turned to Capwise to produce a valuation report on our lawyer's recommendation. Their expertise in financial mathematics allowed us to fully understand all the implications of the operations carried out on the capital of the incubated companies.”
“I've always secretly dreamed of building a tool like this!”
Capwise determines the strike price of your securities (ESOP, warrants, stock options) and provides the appropriate discount to apply.
