Pair compensation data with a strike price to grant against.

The number your equity features depend on

Comp benchmarks, offer letters, and grant tooling all point at one document your product does not provide.

• Comp tools show equity values that companies cannot actually grant against without a current 409A.
• Offer letters and grant cycles stall while the valuation gets bought somewhere else.
• Every equity feature you ship deepens the dependency on a document outside your product.
• When a grant is blocked, users blame the workflow they can see, which is yours, not the missing valuation behind it.

How we work with fintech and HR platforms

The Partner API was built for this integration. Start co-branded if you want value in front of users before writing code.

1. Embed with the Partner API

REST endpoints cover intake, document upload, status, and the final report PDF. White-label keeps 409.AI fully invisible, with reports delivered inside your product.

2. Put status where the work happens

Signed webhooks fire on every status change, and report.ready fires when the final PDF is available, so offer and grant flows show live progress without leaving your product.

3. Deliver and refresh under your brand

Drafts in about 24 hours, expert-reviewed finals within 7 business days, and a refresh path when a priced round or material event lands. You set the retail price on partner fees.

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

Promissory offers valuations through a white-labeled 409.AI onboarding that carries the Promissory brand from sign-in to signed report. Customers start and track reports inside the Promissory experience, while intake, analysis, credentialed review, and delivery run on 409.AI underneath.

• White-label onboarding in production today
• Reports ordered and tracked inside the partner experience
• Expert review and audit support behind the scenes

Frequently asked questions

How deep does the API integration go?

REST endpoints cover valuation creation, document upload, submission, status, and the final report PDF, with signed webhooks for every status transition. The full reference lives on the developer docs page.

Can we start smaller than a full integration?

Yes. A referral link can go live today and a co-branded intake in days, so you can put valuations in front of users and prove demand before committing engineering time.

Whose brand do customers see?

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

Is customer data used for anything beyond the valuation?

No. Customer data is used only to prepare that customer’s report.