GRT Consult — Draft 409A workspace

Purpose

This form builds a draft common-stock fair value estimate and a missing-information list. It does not issue a final 409A. A signed opinion still needs an independent qualified appraiser. Equity value is an input you supply; the tool will not invent it.

1. Company

Legal name

Entity type

Valuation date

Currency

2. Files (names go in the appendix; only CSV is parsed)

Pitch deck (PPTX or PDF)

Financials (XLSX, CSV, or PDF)

3. Value and last round

Equity value (required — do not leave blank)

Last round price per preferred share (optional)

Last round date

Last round security name

4. Cap table (shares)

Preferred liquidation preference is aggregate, not per share. Options are fully diluted unissued/pool + outstanding options (treated as one option class at zero strike for this MVP unless you enter a strike below).

Preferred shares

Preferred agg. LP

Common shares

Option shares

Option strike (avg)

5. OPM assumptions

Equity volatility (decimal, e.g. 0.55)

Risk-free rate (decimal, e.g. 0.04)

Time to liquidity (years)

DLOM on common (decimal, e.g. 0.20)