Offer expert-reviewed valuations inside your product.

You own the customer relationship. 409.AI is the valuation engine behind it: 24-hour drafts, credentialed review, and thirteen report types under your brand.

Three ways to plug in

Referral

Share a link. We handle everything. You earn a revenue share.

  • Your referral link can go live in days
  • We run intake, valuation, review, and delivery end to end
  • You earn a revenue share on every completed report

Best for firms and platforms that want zero build.

Co-branded / Embedded

Your logo and colors on the intake. Customers never leave your ecosystem.

  • The intake carries your logo and brand colors
  • Customers order valuations without leaving your product
  • We keep you posted from intake to delivery

Best for cap-table, equity, and HR platforms.

API / White-label

The deepest integration, with 409.AI fully invisible to your customers.

  • 409.AI disappears entirely behind your product
  • Designed hands-on with our team around your flows
  • Available on request, scoped together on a call

Best for platforms making valuations a native feature.

Who it's for

  • Equity & cap-table platforms: A 409A refresh right where the option pool lives.
  • Accounting, advisory & law firms: Attach an audit-ready valuation to the equity work you already run.
  • VC / PE, fund admins & accelerators: ASC 820 marks for the fund, 409As for every portfolio company.
  • Fintechs & HR / comp platforms: Pair compensation data with the strike price to grant against.

From your product to a signed report

1. Your customer starts from your product

They follow your co-branded link or embedded intake (your logo, your colors) and answer a short set of questions about the company.

2. Our credentialed analysts prepare the report

A draft is ready in about 24 hours, built on our OPM backsolve methodology and reviewed by CPA, CFA, and FRM credentialed professionals.

3. The deliverable lands, you stay in the loop

The final, audit-ready report is delivered within 7 business days, express in 1 or 3, and we keep you posted from intake to delivery.

Turnaround and trust

  • Draft 409A in about 24 hours; final report within 7 business days, with express delivery in 1 or 3 business days for a $500 fee
  • Every report reviewed by CPA, CFA, and FRM credentialed professionals
  • OPM backsolve methodology aligned to IRS safe-harbor requirements
  • First 2 hours of audit support free, then $175 per hour
  • Trusted by 1,000+ companies

Contact the partnerships team at partners@409.ai to get started.

Frequently asked questions

What is the 409.AI partner program?

Three ways to offer expert-reviewed valuations to your customers. Referral: share a link, we handle everything, you earn a revenue share. Co-branded: an intake carrying your logo and colors, embedded in your ecosystem. API / white-label: the deepest integration, scoped together with our team on request. In every model you own the customer relationship, and 409.AI is the valuation engine behind it.

Who sets the price my customers pay?

You do. Co-branded and white-label partners buy reports at wholesale partner pricing and set their own retail price. The margin is yours. Referral partners earn a revenue share on our standard pricing, which starts at $899 for a 409A. We agree on the exact economics on your partnerships call.

Will my customers see the 409.AI brand?

Only as much as you want. On referral, customers work with 409.AI directly. On co-branded, your brand leads the intake, and on white-label engagements 409.AI is invisible to the end customer. In every model, customer data is used only to prepare that customer's report. We never market to your customers or resell their data.

Which report types can my customers order?

The full 409.AI catalog: 409A, SMB, ASC 718, IFRS 2, ASC 820, QSBS, gift and estate tax, ESOP, EMI, CSOP, purchase price allocation, impairment testing, and IP valuations. One partnership covers all of them, and you choose which to put in front of your customers.

How fast are reports delivered, and what about audits?

A draft 409A is ready in about 24 hours, and the final report is delivered within 7 business days. Express delivery in 1 or 3 business days is available for a $500 fee. Every report is reviewed by CPA, CFA, and FRM credentialed professionals before it ships. If a customer's report is ever questioned in an audit, the first 2 hours of audit support are free, then $175 per hour.

What does integration actually require?

Referral needs a link, so it can go live in days. Co-branded needs your logo and brand colors, and is typically live in days as well. API and white-label integrations are scoped together with our team: we design the flow around your product on a call rather than handing you generic documentation.

How do I become a partner?

Book a partnerships call, or send the form on this page and we typically reply within one business day. You can also write to partners@409.ai directly. A few lines about your platform and the customers you serve is all we need to get started.