Defensible Data for Private Valuations.
Audit-ready comparable data for 409A valuations, transfer pricing, and fee benchmarking. Stop guessing on Level 3 assets.
Built for
Quick Stats
Form D intelligence for Finance & Valuation
Use Cases & Workflows
Specific capabilities and workflows powered by Form D intelligence for finance & valuation teams.
Comparable Transactions
Build robust comp sets using Item 13 (Offering Amounts) filtered by vintage and industry.
Workflows
- 409A Valuation Support
- Fair Market Value Documentation
Fee Benchmarking
Validate broker-dealer commissions against market averages using Item 12 (Sales Compensation) data.
Workflows
- Transaction Cost Analysis
- Broker Fee Validation
Liquidity Analysis
Assess 'Total Remaining to be Sold' to gauge market appetite and pricing resistance.
Workflows
- Liquidity & Runway Analysis
- Portfolio Benchmarking
Audit Trails
Provide the original regulatory PDF as the 'Source of Truth' for all valuation models.
Workflows
- Audit Documentation
- Regulatory Compliance
Valuation Data Points
Key data points and metrics available for finance & valuation workflows.
| Metric | Form D Source | Audit Use Case |
|---|---|---|
| Total Amount Sold | Item 13 | Market Capitalization Proxy |
| Sales Commissions | Item 12 | Transaction Cost Benchmarking |
| Date of First Sale | Item 7 | Vintage Year Classification |
Frequently Asked Questions
Common questions about Form D intelligence for finance & valuation.
How is Form D data used in 409A valuations?
Valuation experts use Form D 'Offering Amount' and 'Industry Group' data to create comparable transaction sets (Comps) for illiquid private assets, providing regulatory-grade evidence for fair market value.
Ready to Get Started?
Join leading finance & valuation teams using Form D intelligence to stay ahead.