The 409A, right where the option pool lives.

The valuation gap in every equity platform

A cap table without a current 409A is a cap table that cannot grant. Today that gap sends your users to someone else.

• Users leave your product to buy a 409A, and the provider that sold it now owns part of their equity workflow.
• Grant flows stall whenever a valuation goes stale, and your platform feels blocked even though the blocker is external.
• Refresh season is churn season. An annual valuation bought elsewhere is an annual reminder to shop around.
• Building valuations in-house means credentialed appraisers, methodology, and audit defense, a business you did not set out to run.

How we work with cap-table platforms

Most platforms start co-branded and move to the API once volume proves out. Either way, your customers stay in your product and your funnel.

1. Embed the intake

Launch a co-branded intake carrying your logo and colors in days, or make valuations a native feature with the Partner API, with 409.AI fully invisible to your users.

2. Feed it from the cap table

Share classes, preferences, and option pools already live in your product. The API accepts a structured submission package, so your users are not retyping their own cap table.

3. Deliver under your brand

A draft lands in about 24 hours and the expert-reviewed final within 7 business days. Signed webhooks keep status live in your product, and you set the retail price on discounted partner fees.

Vestd runs a white-labeled 409.AI onboarding under its own brand

Vestd, the UK sharetech platform, offers valuations through a white-labeled 409.AI onboarding that carries the Vestd brand from sign-in to signed report. Vestd customers order and track valuations without leaving the Vestd ecosystem, while intake, analysis, credentialed review, and delivery run on 409.AI behind the scenes.

• White-label onboarding in production today
• Customers order without leaving the Vestd ecosystem
• Credentialed review and audit support behind the scenes

Frequently asked questions

How long does an embedded integration take to launch?

A co-branded intake can be live in days. A white-label API integration typically launches in about a week, designed hands-on with our team around your flows.

Who sets the price our users pay?

You do. Co-branded and embedded partners buy reports at discounted partner fees and set their own retail price. Referral partners earn $150 per completed report instead.

Do our users ever see 409.AI?

Only if you want them to. Co-branded intakes carry your logo and colors alongside 409.AI. White-label integrations keep 409.AI fully invisible, from intake to the delivered report.

What happens if a report is questioned in an audit?

Every report is built on our OPM backsolve methodology, aligned to IRS safe-harbor requirements, and reviewed by CPA, CFA, and FRM credentialed professionals. The first 2 hours of audit support are free, then $175 per hour.