Transaction Capital LLC

BACKGROUND

Please describe your company and position.

I am the Managing Director of FluidOne

Describe what your company does in a single sentence.

Established in 2006, FluidOne is an award-winning provider of secure Connected Cloud Solutions with a £110m turnover and consistently one of the highest Net Promoter Scores (NPS) in the industry. FluidOne has a strong company culture enjoyed by 460 staff and was ranked in the UK top 50 large companies to work for in the Best Companies awards 2023. 

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Transaction Capital LLC to accomplish?

• We needed help valuing our ESOP and setting up yearly 409A checks as our IT services team grew past 200 people. We were pushing out equity to more staff to keep our consultants and engineers excited and loyal in this tough market compliance had to be spot on so we could focus on client work without worries.

SOLUTION

How did you find Transaction Capital LLC?

Online Search

Why did you select Transaction Capital LLC over others?

• Pricing fit our budget
• Good value for cost

How many teammates from Transaction Capital LLC were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

They dove deep into our numbers, growth plans, and equity setup to deliver a solid ESOP valuation report that was easy to follow and audit-proof. On top of that, they mapped out how to handle annual 409A updates, including tweaks for new funding or big changes, with simple templates to make it routine. We got the full report, a clear compliance plan, and reminders for next steps.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

We got the equity program live right on time, handing options to over 150 team members with no snags, and our auditors gave it a full thumbs-up no questions asked. Sign-ups hit 85% in the first few months, we saw better retention with our key tech folks, and it lined up perfectly with growing our IT consulting side realprogress we could measure.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

They managed the project super smoothly, like it was all part of their routine. The report came in two weeks early, even with our crazy year end push. Whenever we had questions about shares or deadlines, they got back to us the same day.

What was your primary form of communication with Transaction Capital LLC?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

Hands down, it was how they taught us along the way not just dropping a report, but chatting through the ins and outs of ESOP rules like old friends. In our busy IT world, that extra guidance felt like having a partner who really gets it, not just a vendor.

Are there any areas for improvement or something Transaction Capital LLC could have done differently?

Nothing big really. They got it all right. Maybe a simple online dashboard for tracking future vals would be handy, but it's a small thing overall.

BACKGROUND

Introduce your business and what you do there.

I’m the owner of an upscale Montreal boutique offering a curated selection of global and local fashion brands for men and women, personalized styling services, and a concept store with a coffee bar and home accessories.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Transaction Capital LLC?

We needed a business valuation for estate and gift tax planning. My family is restructuring ownership interests, and our CPA recommended getting a professional valuation to avoid future IRS disputes.

SOLUTION

What was the scope of their involvement?

Transaction Capital LLC conducted a full business valuation using income and market approaches. They reviewed historical financials, growth projections, and industry benchmarks. The final deliverable was a detailed valuation report suitable for submission with estate planning documentation. They also provided supporting calculations and explained minority discounts and lack of marketability adjustments.

What is the team composition?

We worked with 2–5 teammates from Transaction Capital LLC.

How did you come to work with Transaction Capital LLC?

We found them through an online search. Their pricing fit our budget.

How much have you invested with them?

We spent less than $10,000.

What is the status of this engagement?

We worked together from April to November 2025.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Our CPA reviewed the report and approved it without requesting revisions. We were able to proceed with ownership transfers confidently, knowing the valuation was defensible. We also saved time and reduced legal or tax risks, achieving a 10%–15% cost saving.

How did Transaction Capital LLC perform from a project management standpoint?

Transaction Capital LLC was very responsive. They were patient when we needed extra time gathering financial statements. The final report was delivered exactly when promised. Communication was professional and easy to follow. We communicated through virtual meetings, emails, and messaging apps.

What did you find most impressive about them?

They explained complex valuation concepts. I never felt overwhelmed or confused, which I really appreciated as a non-finance background founder.

Are there any areas they could improve?

I can’t think of anything specific.

BACKGROUND

Introduce your business and what you do there.

I’m the CEO and co-founder of an IT company. We automate repetitive accounting tasks and reduce administrative work, enabling accountants to focus on advisory services and providing clients with timely financial clarity.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Transaction Capital LLC to accomplish for Mimo?

We hired Transaction Capital LLC for 409A valuation services.

SOLUTION

Can you describe the scope of work Transaction Capital LLC handled for this project?

Transaction Capital LLC handled a thorough 409A valuation, diving deep into our financials, cap table, revenue projections, and latest fundraising chats. They produced a comprehensive fair market value report packed with methodologies, assumptions, and audit-ready documents. Moreover, they walked our leadership team through the strike price calculation to ensure everyone was aligned before green-lighting those option grants.

What is the team composition?

We worked with 2–5 teammates from Transaction Capital LLC.

How did you come to work with Transaction Capital LLC?

We found them through an online search. We chose them because their pricing fit our budget and offered good value for the cost.

How much have you invested with them?

We spent less than $10,000.

What is the status of this engagement?

We worked together from February 2025–January 2026.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Transaction Capital LLC delivered a 409A valuation in just seven business days, letting us issue options right away. Key wins included securing a compliant 409A valuation in record time, enabling swift stock option grants to key hires without legal hitches. Series A due diligence sailed through with zero investor pushback on our equity documents, while post-report auditor queries were handled seamlessly. Overall, it sharpened our financial readiness, cutting compliance risks by 100% and boosting team morale for scaling up.Compliance risks dropped to zero; no IRS flags or audit issues cropped up during Series A, as confirmed by our legal team. During Series A due diligence, our lead investor praised the report's thoroughness and precision, noting it was "impeccably detailed and fully defensible." Auditors later confirmed its accuracy with no adjustments needed, which was a huge relief.

How did Transaction Capital LLC perform from a project management standpoint?

Transaction Capital LLC's project management was spot-on. They were super organized from the start, with a clear document checklist upfront. Once we sent everything over, they hit every deadline bang on time.Our primary forms of communication were virtual meetings and emails or messaging apps.

What did you find most impressive or unique about them?

I liked most their rare knack for delivering Big-4 quality at startup-friendly prices. We'd seen quotes 2–3x steeper elsewhere. For a fast-scaling SaaS like Mimo, that blend of top-notch expertise and affordability without skimping on detail was a breath of fresh air. Their proactive, no-fuss approach made it feel like they were an extension of our team.

Are there any areas they could improve?

No, there weren't any.

BACKGROUND

Please describe your company and position.

I am the Managing director of Fuzio fashion

Describe what your company does in a single sentence.

Fashion Agency

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Txn Capital, LLC to accomplish?

• Finance valuation

SOLUTION

How did you find Txn Capital, LLC?

Online Search

Why did you select Txn Capital, LLC over others?

• High ratings
• Great culture fit

How many teammates from Txn Capital, LLC were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Txn Capital provides market research, financial modeling, due diligence support, investor presentations, and strategic advisory services to support investment and growth decisions.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

The project led to improved financial decision-making, increased investor interest, accurate valuations, and successful completion of due diligence processes.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Txn Capital demonstrated strong project management by delivering all items on time and responding promptly and effectively to our needs.

What was your primary form of communication with Txn Capital, LLC?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

I'm delighted with their services Professional works, with good ethics

Are there any areas for improvement or something Txn Capital, LLC could have done differently?

No

BACKGROUND

Please describe your company and position.

I am the Marketing Head of Digital Time

Describe what your company does in a single sentence.

digital marketing agency.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Txn Capital, LLC to accomplish?

• Finance Valuation

SOLUTION

How did you find Txn Capital, LLC?

Online Search

Why did you select Txn Capital, LLC over others?

• High ratings
• Pricing fit our budget

How many teammates from Txn Capital, LLC were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

TXL Capital offers tailored financial advisory and investment services. Key deliverables include:

Investment strategy planning

Fundraising and capital structuring

M&A and due diligence support

Market research and analysis

Performance reporting

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Measurable Outcomes – TXL Capital

Successful capital raised

Improved portfolio ROI

Completed M&A deals

Enhanced financial efficiency

Positive client feedback

Describe their project management. Did they deliver items on time? How did they respond to your needs?

TXL Capital managed the project efficiently, delivered on time, and was highly responsive to our needs throughout.

What was your primary form of communication with Txn Capital, LLC?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

Their communication is very good. They are professional and i have received a best service from them. I'm satisfied with their work and i will refer everyone to take service from them.

Are there any areas for improvement or something Txn Capital, LLC could have done differently?

No.

BACKGROUND

Please describe your company and position.

I am the Finance specialist of Mbci

Describe what your company does in a single sentence.

Web development 

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Txn Capital, LLC to accomplish?

• 409a valuation

SOLUTION

How did you find Txn Capital, LLC?

• Online Search
• Referral

Why did you select Txn Capital, LLC over others?

High ratings

How many teammates from Txn Capital, LLC were assigned to this project?

6-10 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Very good . You should work here. all the best 

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

The outcome was outstanding. They are expert in valuation. 

Describe their project management. Did they deliver items on time? How did they respond to your needs?

They did deliver item before time . 

What was your primary form of communication with Txn Capital, LLC?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

Their work culture was very smooth.

Are there any areas for improvement or something Txn Capital, LLC could have done differently?

I think there is nothing to improve 

BACKGROUND

Please describe your company and position.

I am the Manager of Blackstone

Describe what your company does in a single sentence.

Valuation Services 

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Txn Capital, LLC to accomplish?

• 409 a valuation

SOLUTION

How did you find Txn Capital, LLC?

Online Search

Why did you select Txn Capital, LLC over others?

Close to my geographic location

How many teammates from Txn Capital, LLC were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Financial Consulting & Advisory
TXN Capital offers strategic financial guidance, portfolio management, and risk assessment. Their advisors work closely with clients to develop customized investment strategies aligned with long-term financial goals.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

TXN Capital LLC delivered an 18% annualized portfolio return and increased client assets by 25%.
Over $10M in capital was raised, cutting fundraising timelines by 30%.
Client retention reached 98%, with a Net Promoter Score boost to 82.
Efficiency improved with 35% faster due diligence and successful M&A deals worth $15M.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

TXN Capital LLC demonstrated excellent project management throughout the engagement.
They consistently delivered all key items on or ahead of schedule with clear communication.
Their team was highly responsive, adapting quickly to shifting priorities and client feedback.
Regular updates and proactive support made the entire process smooth and efficient.

What was your primary form of communication with Txn Capital, LLC?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

What stood out most about TXN Capital LLC was their deep industry knowledge paired with a highly personalized approach.
They took the time to truly understand our goals and offered tailored solutions, not one-size-fits-all advice.
Their transparency, strategic foresight, and commitment to long-term success were remarkable.
It felt less like working with a firm and more like partnering with a trusted advisor.

Are there any areas for improvement or something Txn Capital, LLC could have done differently?

No

BACKGROUND

Please describe your company and position.

I am the Owner of Blueberry Pvt Ltd

Describe what your company does in a single sentence.

409a valuation services

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Txn Capital, LLC to accomplish?

• 409a valuation

SOLUTION

How did you find Txn Capital, LLC?

Online Search

Why did you select Txn Capital, LLC over others?

• High ratings
• Close to my geographic location
• Pricing fit our budget
• Good value for cost

How many teammates from Txn Capital, LLC were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Capital investment solutions were really great and helpful.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

They delivered the valuation services at the best price available with details 

Describe their project management. Did they deliver items on time? How did they respond to your needs?

They did everything on time.

What was your primary form of communication with Txn Capital, LLC?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

Their dedication to work and client satisfaction was impressive.

Are there any areas for improvement or something Txn Capital, LLC could have done differently?

They were different all along.

BACKGROUND

Please describe your company and position.

I am the Accounts Manager of Ecoscape pvt ltd

Describe what your company does in a single sentence.

Valuation Services

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Txn Capital, LLC to accomplish?

• 409a valuation

SOLUTION

How did you find Txn Capital, LLC?

Online Search

Why did you select Txn Capital, LLC over others?

Close to my geographic location

How many teammates from Txn Capital, LLC were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

TXN Capital provided financial advisory and capital management services tailored to our business needs. Their team delivered strategic guidance, investment planning, and funding solutions with a strong focus on transparency, responsiveness, and professionalism. The engagement included financial analysis, funding support, and ongoing consultation to ensure optimal capital structuring and growth strategies.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

The project with TXN Capital resulted in several tangible successes, including a 25% improvement in capital efficiency, successful acquisition of targeted funding within the projected timeline, and a streamlined financial structure that reduced overhead by 15%. Additionally, the advisory support contributed to a 30% increase in investor engagement and improved overall financial forecasting accuracy.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

TXN Capital demonstrated strong project management, consistently delivering milestones on time and maintaining clear communication throughout. They were highly responsive to our needs, quickly adapting to changes and providing timely, strategic support.

What was your primary form of communication with Txn Capital, LLC?

Virtual Meeting

What did you find most impressive or unique about this company?

What stood out most about TXN Capital was their deep industry insight and personalized approach. They took the time to understand our goals and delivered tailored solutions with a level of care and professionalism that truly set them apart.

Are there any areas for improvement or something Txn Capital, LLC could have done differently?

No