partnership benefits

Valuation Tools & Services

Preferred Return &

Capdesk clients receive 20% or $300 off 409A valuations, whichever is greater.

409A valuation:
20% or $300 off

We’ll provide discounted 409A valuation services to any company referred by Capdesk 20% or $300 off the first year, whichever is greater.
Cost-effective, timely 409A reports

We have our valuation process down to a science—you’ll have a draft report in 3-5 business days at the lowest cost in the industry.
Reliable, scalable, expert valuation

Our expert analysts have worked with thousands of private companies, referred to us by Cooley, DLA Piper, Gunderson, WSGR, Goodwin, Orrick, Perkins Coie, and others.
Safe Harbor protection, audit-proof

Grant equity with peace of mind when you secure Safe Harbor status. In the event of an audit, we’ll work with you every step of the way.

Working with Preferred Return was a real pleasure. Their process is super easy, and they delivered by the date we needed.

Tony Zakula / CFO Expensify