AICPA-aligned · Section 409A

Valuations your auditor will trust.

Project Diamond automates the full 409A workflow — from cap table ingestion through OPM allocation — with the immutable audit trail your reviewers expect.

Aligned methodology
AICPA
Decimal precision
6dp
Average to finalize
<5min
Versioned & frozen
100%
Carta exportCaptable.ioYahoo FinanceQuickBooksXeroAICPASection 409ABig-4 audit readyCarta exportCaptable.ioYahoo FinanceQuickBooksXeroAICPASection 409ABig-4 audit ready

The platform

Built for the people who sign the report.

Every input is traceable. Every assumption is justified. Every version is frozen.

Try the workspace

Big Three methodologies

Income, Market, and Asset approaches with OPM, PWERM, and Waterfall allocation in a single, reconciled engine.

Immutable audit trail

Every assumption — volatility, WACC, multiples — is versioned, justified, and frozen at finalization.

Side-by-side versioning

Compare any two valuations and see exactly which inputs moved the FMV — the way auditors review.

AICPA-ready reports

Generate a 30-page narrative report with full citations, ready for your auditor or tax counsel.

How it works

A unified engine for every approach.

Click through the methodology — every step is reconciled into a single FMV.

Discounted Cash Flow

5-year projections with WACC build-up, Gordon Growth terminal value, and Monte Carlo sensitivity baked in.

WACC

11.4%

Terminal g

2.5%

EV

$84.2M

Reconciled into your final FMV per share — every value cited and traceable.

Pricing

Priced for the lifecycle of your company.

No seats, no surprises. Upgrade as your cap table grows.

Startup

$1,200per valuation

One audit-ready 409A. Perfect for setting your first option strike price.

  • Single valuation
  • OPM allocation
  • PDF report
  • Email support
Get started

Growth

Popular
$8,400per year

Quarterly valuations with what-if scenario modeling for funding rounds.

  • Up to 4 valuations / yr
  • Scenario simulator
  • All methodologies
  • Priority review
Get started

Enterprise

Customannual

Built for accounting and valuation firms managing many client companies.

  • Unlimited companies
  • Multi-client dashboard
  • Auditor portal
  • SLA & SSO
Get started

For auditors

Read-only access to every assumption.

Auditors get a dedicated review portal with comment threads, citation links, and side-by-side version comparison — designed to satisfy AICPA narrative standards.

Request auditor access