Save time and effort for equity management with Cake's 409A process powered by 409.ai.

Cake has partnered with 409.ai to provide seamless, accurate and reliable 409A valuations, integrated through the Cake platform.

409.ai is a 409A valuation provider service that streamlines and automates the administrative burden of the 409A process for equity management, with experienced valuation experts reviewing, explaining and certifying each valuation. This automation significantly decreases the amount of work required on your side by compiling and organizing the detailed information required.

409.ai’s valuation providers have had many years of experience completing valuations, including valuation experts who have held roles in major banks and Big Four consultancy firms such as EY and Deloitte.

In the case that a valuation is randomly selected for IRS audit, 409.ai has the expertise and capacity to assist as soon as required.With the Cake x 409.ai valuation process, you can complete the steps for ordering your 409A in minutes. The platform streamlines the flow including the collecting of detailed financial forecasts and cap table information. Personal support is available throughout the whole process.

You can expect a draft 409A to be provided in 3 business days after you’ve provided the required information. At this point the 409.ai valuation expert will send you a personal video taking you through your valuation and its underlying calculations, and offering a 1-on-1 consultation to cover off any questions or comments that you may have.

If you have any questions, please contact us at help@409.ai or book a meeting with us HERE.