Startup 409A Valuation Estimator

Startup 409A Valuation Estimator MCP Connector for Claude

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Estimates 409A Fair Market Value (FMV) for early-stage companies using revenue multiples and DLOM analysis.

4 tools Official Updated Oct 1, 2026 Official Vinkius Partner

This MCP server provides specialized tools for determining the Fair Market Value (FMV) of common stock for private companies. It helps founders and financial analysts navigate the complexities of 409A valuations by calculating enterprise value based on revenue and growth, applying a Discount for Lack of Marketability (DLOM), and adjusting for business milestones. Use calculate_fmv_estimate to establish a baseline, analyze_dlom to determine liquidity discounts, and get_valuation_summary to compile final reports for stakeholders.

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4 tools expose this connector's capabilities to your AI agent.

analyze_dlom

Investigates and suggests a Discount for Lack of Marketability (DLOM) based on company maturity and liquidity profile

apply_milestone_adjustments

Adjusts the enterprise value based on qualitative business achievements or setbacks

calculate_fmv_estimate

Provides the primary estimate of the common stock Fair Market Value per share

get_valuation_summary

Compiles the final high-level results for reporting to stakeholders or auditors

See how to talk to your AI agent using Startup 409A Valuation Estimator.

Calculate the FMV for a seed stage company with $2M revenue, 50% growth, and a 5x multiple, with 10M shares outstanding.

The estimated Fair Market Value per share is $1.00, assuming a standard DLOM application for seed stage companies.

What is the suggested DLOM for a growth stage company that had its last funding round 24 months ago?

The suggested Discount for Lack of Marketability (DLOM) is 25% based on the growth stage maturity and the 24-month liquidity gap.

Summarize a valuation where the FMV estimate is $5.00, the DLOM is 20%, and there was a positive milestone adjustment of 10%.

The final adjusted Fair Market Value per share is $4.40 after applying the 20% DLOM and the 10% milestone increase.

A 409A valuation is a process used to determine the Fair Market Value of a company's common stock, which is essential for issuing employee stock options in compliance with US tax regulations.

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