partnership benefits

Valuation Tools & Services


NVCA members receive 30% off their first year of portfolio valuations, and their portfolio companies receive 20% off 409A valuations.

  • ASC 820 valuation:
    30% or $400 per position off

    Your first year of portfolio valuation will be 30% off, or $400 per position off, whichever is greater—courtesy of Preferred Return's partnership with NVCA
  • Waterfall analysis:
    Free first year

    Be ready for anything with our waterfall analysis tool for anticipating the effects of future fundraising and exits. Your first year is on us.
  • 409A valuation:
    20% or $300 off

    Take care of your portfolio companies by passing on your NVCA discount. We’ll provide 409A valuation services to any company in your portfolio for 20% or <%= @company_discount %> off their first year, whichever is greater, so they can focus on building a bigger valuation.
  • 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.
  • Audit support built in

    Let us deal with your auditors. We know compliance like it’s our job, so we’ll have the answers and the rationale your auditors want ready before they ask.

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
We're Here to Help

Simplify your portfolio valuation with an expert, tech-enabled, scalable process.