ASC 820 marks for the fund. 409As for every portfolio company.

Portfolio compliance, currently unmanaged

Valuation needs across a portfolio are predictable. The way they get met usually is not.

• Every portfolio company buys its 409A alone, at retail, from whichever provider found it first.
• Audit season turns fund marks into a scramble, with support evidence gathered company by company.
• A stale 409A at a portfolio company blocks its option grants, and the ask to fix it lands back on the fund.
• Accelerator cohorts need first 409As at exactly the moment founders are least equipped to evaluate providers.

How we work with funds and accelerators

One partnership covers the fund and its portfolio, from a cohort perk link to fund-level reporting.

1. Set up a portfolio program

Referral pays $150 per completed report with zero build. Co-branded programs buy at discounted partner fees and set the price portfolio companies pay.

2. Onboard companies in batches

Portfolio companies come through your co-branded link, answer a focused set of questions in about 15 minutes, and see a draft in about 24 hours. Pricing is published, from $899 by capital raised.

3. Marks and 409As from one desk

ASC 820 portfolio reporting and portfolio-company 409As draw on the same methodology, reviewed by CPA, CFA, and FRM credentialed professionals, so the numbers tell one story at audit time.

Techstars is part of the 409.AI partner network

Techstars, one of the most active pre-seed investors in the world, sits in the 409.AI partner network. Accelerator partnerships like this one give every cohort a vetted valuation provider from day one, so founders get their first 409A before their first option grant instead of scrambling after it.

• A vetted provider in the cohort resource stack
• First 409As before first option grants
• Published pricing from $899 per company

Frequently asked questions

Can one partnership cover fund-level and portfolio-company work?

Yes. The same partnership covers ASC 820 reporting for the fund and 409A valuations for portfolio companies, along with the rest of the 13-report catalog when a portfolio company needs it.

How do portfolio companies pay?

You choose the model. Referral partnerships keep billing between 409.AI and each company at published pricing, while co-branded programs buy at partner fees and set the price companies pay.

What does an accelerator perk look like?

Typically a referral or co-branded link in the cohort resource stack. It is free to set up, carries no volume commitments, and gives founders a provider the program has already vetted.

How fast can a whole cohort get valuations?

Each company sees a draft in about 24 hours after onboarding and the expert-reviewed final within 7 business days, express in 1 or 3. Onboarding takes about 15 minutes per company, so a cohort can run in parallel.