Transaction Capital LLC

BACKGROUND

Please describe your company and position.

I am the CEO of InHome Care SA

Describe what your company does in a single sentence.

Established in 2017, InHome Care SA is a Government-approved provider of Home Care services based in Adelaide, South Australia. Our mission is to keep you independent and thriving at home. We tailor our services to suit your lifestyle and support you to achieve your goals. We are dedicated to serving our community by supporting people over 65 to remain independent in their own homes for as long as possible. With years of experience and a team of compassionate staff, we have built a reputation for excellence in providing a wide range of home care services.

OPPORTUNITY / CHALLENGE

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

• We needed to value our intangible assets like our care methods, client relationships and brand. This was to help with planning and talking to investors. So we needed experts who understand the value of assets that're not on our balance sheet.

SOLUTION

How did you find Transaction Capital LLC?

Online Search

Why did you select Transaction Capital LLC over others?

• High ratings
• Pricing fit our budget

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 looked closely at our business. They checked our client contracts, networks, care plans and brand value. They made a report that we could defend. They worked with our finance and legal teams. They explained every assumption clearly.

RESULTS & FEEDBACK

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

• Our intangible asset valuation was accepted by our auditors and board.
• We understand where our business value is now.
• We are stronger when talking to investors and partners.
• We make decisions about growth and acquisitions.

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

It was smooth. They kept to the timeline. Updated us. They answered our questions quickly and clearly. As a CEO it was a relief not to have to chase them.

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?

• They understood the home care business. Our intangible assets are not simple.
• Things like staff expertise and client trust are valuable but hard to measure.
• They took the time to understand our business. Showed this in the report.

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

• A tool to model how growth affects asset value would be helpful.
• Earlier guidance, on documentation would speed up the start.
• These are points. Their work was excellent.

BACKGROUND

Please describe your company and position.

I am the Business Owner of Fishman's Personal Care Cleaners

Describe what your company does in a single sentence.

Fishman’s Wet Cleaners is the only green garment care cleaner in Calgary who has removed all Perc, solvents and other commonly used dry cleaning chemicals to become 100% solvent free. We believe your clothes and the environment deserve our additional care, time & attention to detail.

OPPORTUNITY / CHALLENGE

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

• We have been family run for decades and we wanted to give our longest serving team members a real stake in the business through a proper ESOP structure.

SOLUTION

How did you find Transaction Capital LLC?

Clutch Site

Why did you select Transaction Capital LLC over others?

• High ratings
• Pricing fit our budget

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 took a look at our company's finances and how our personal care and dry cleaning business is run. They also looked at how ownership's split across the company to create a full ESOP valuation report. Since we have locations this was not easy but they did a great job. We got a report that was ready for our auditors a custom checklist to make sure we follow the rules and templates to help us manage our equity.

RESULTS & FEEDBACK

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

Our auditors approved the valuation report without needing any changes. We were able to offer our employee ownership plan to than 200 team members and about 81% of them joined in the first two weeks. We also kept our staff members who were thinking about leaving and at the end of the yar our financial review went smoothly without any issues about the valuation.

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

• So I was wondering how they handled the project.
• They did a job with the project. It turned out good.
• The project was finished ahead of time which was nice.
• They answered all our questions about the project every day.
• We never felt like we were being rushed with the project.
• The people working on the project also suggested setting up the valuation cycle, for the project, which was a thing to do.
• The valuation cycle was an idea and it really helped us with the project.

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?

I really liked how they explained things about valuation. They made it easy for me to understand. I do not have a background in finance. When I asked them about equipment and service contracts their specialist explained it in a way that made sense to me. They did not use language and they did not rush us. The project team just talked to us in an honest way, which made me feel confident in the results. The valuation team made things easy to understand which was really great.

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

It would be great if we had a dashboard to see how our valuation was going in time. It would also be helpful if they gave us some guidance at the start about border compliance issues for Canadian business like ours. Overall, the valuation team did a job with the important things, like the valuation. The valuation team did a job and we are happy, with the results.

BACKGROUND

Please describe your company and position.

I am the COO of a product solutions company. 

Describe what your company does in a single sentence.

From humble beginnings in Australia more than 45 years ago, we're now an international provider of world-leading product solutions to trade customers and end-users in over 50 countries worldwide. Quietly, behind the scenes, our range of products enhances the lives millions of people – in their homes, at work, at leisure and where they gather.

OPPORTUNITY / CHALLENGE

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

• We needed a clear and accurate valuation of our business portfolio to support board reporting and strategic decision making.
• As our operations grew more complex, managing valuation internally was no longer practical and we needed a trusted external partner to handle it properly.

SOLUTION

How did you find Transaction Capital LLC?

Clutch Site

Why did you select Transaction Capital LLC over others?

High ratings

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 went through our financials, revenue steams, and market positioning to build a complete and accurate picture of our portfolio.
• Every assumption and number in the report was clearly explained so our finance and legal teams could follow along without any confusion.
• The final report was thorough, well-documented, and easy to present to our board and stakeholders with full confidence.

RESULTS & FEEDBACK

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

• The valuation report sailed through our auditors and board without a single question or concern.
• Our leadership team finally had a clear financial picture to make smarter decisions around investments and resource planning.
• Conversations with potential partners and investors became much easier and more productive with a solid, defensible valuation in hand.

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

This company did a job from the begining to the end. They finished everything on time they kept us informed so we did not have to ask them for updates. They answered every question we had very quickly and in a way that was easy to understand. When we needed them to make some changes or when we had some worries about assets they took care of everything right away and without making a big deal out of it. Working with this company was a smooth experience, from the very first time we talked to them to the time tehy gave us the final report.

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

Virtual Meeting

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

What impressed us most was how well they understood our business. You see, valuing supplies and equipment is not things like seasonal demand and how long assets last make it really tricky. They made an effort to learn how our business really works and showed that understadning in the report. The attention to detail was obvious. It made a big difference, in how accurately everything was valued. They really knew our business. it showed in the way they valued our supplies and equipment.

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

I think it would be really helpful to have a tool that lets us model different scenarios. This would be great, for testing numbers. Seeing how things play out in the future.

BACKGROUND

Please describe your company and position.

I am the Chairman & CEO of Lunavi

Describe what your company does in a single sentence.

Lunavi provides true end-to-end solutions for IT infrastructure and application development that deliver modern technology solutions to move our customers forward. This purpose drives how we partner with you, develop and deliver solutions, and measure continuous improvement. From custom software development to architecting complex cloud environments and everything in between, we'll lead you on the path to innovation.

OPPORTUNITY / CHALLENGE

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

• We hired them as our IT services team expanded to around 80 members. Without dedicated finance staff, we launched an employee stock ownership plan to align incentives, retain skilled professionals, and attract talent from larger firms. Ensuring full 409A compliance was essential to support our ongoing innovation efforts.

SOLUTION

How did you find Transaction Capital LLC?

Referral

Why did you select Transaction Capital LLC over others?

• Pricing fit our budget
• Referred to me

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 thoroughly analyzed our client contracts, cloud infrastructure revenue, and equity distribution to produce a clear ESOP valuation report, which received immediate approval from legal and accounting teams with no revisions required. They provided a practical annual 409A compliance guide tailored to IT project cycles, along with customizable templates. The complete package included the report, actionable guidelines, and automated reminders.

RESULTS & FEEDBACK

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

We successfully distributed stock options across the organization without compliance or financial obstacles, and the audit process concluded smoothly. Notably, we secured a senior cloud architect after an extended recruitment effort; the candidate highlighted our equity offering and specifically verified our 409A documentation as decisive factors.

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

They completed the work ahead of schedule, allowing ample preparation for our strategy session. My inquiries regarding vesting schedules tied to project deliverables were addressed same-day with relevant IT-specific examples. They proactively contacted us to schedule the next valuation, which was invaluable given our demanding workload.

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

Virtual Meeting

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

How well they explained tough stuff in simple terms. I was confused about how our tech setup costs affected the stock value, so their expert called me right away and broke it down clearly no fancy words or rushing through it. For our IT team without our own finance people, that kind of straightforward help was a real game-changer.

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

They performed admirably on time and within budget.

BACKGROUND

Please describe your company and position.

I am the COO of Forj

Describe what your company does in a single sentence.

Forj is at the forefront of NFT technology, bringing together creators and fans from a variety of industries such as music, entertainment, gaming and collectibles. We execute every step of the process, with a suite of products and services designed to support the entire blockchain ecosystem.

OPPORTUNITY / CHALLENGE

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

• We required a web3 & crypto asset valuation in addition to a 409A valuation. Our token structure and equity setup were complex, and we needed clarity for both investors and employees.

SOLUTION

How did you find Transaction Capital LLC?

Online Search

Why did you select Transaction Capital LLC over others?

Pricing fit our budget

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 evaluated our tokenomics model, treasury holdings, and projected utility metrics. Alongside that they delivered a compliant 409A valuation for our parent entity. Reports included risk adjustments specific to crypto volatility.

RESULTS & FEEDBACK

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

We were able to close a seed extension round with improved investor confidence because we had independent valuation backing. Option grants were issued immediately after report delivery.

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

Given the technical nature of our project, communication was surprisingly smooth. They scheduled structured calls and clarified assumptions before finalizing numbers.

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

Virtual Meeting

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

Their understanding of both traditional finance and emerging crypto valuation frameworks. Not many firms bridge that gap effectively.

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

Honestly, no. The engagement went as planned without any issues.

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

Introduce your business and what you do there.

I’m the co-owner of Pacifica Commercial Realty, a full-service commercial real estate company. We offer brokerage and property management services for office, medical, retail, and industrial properties to owners and tenants.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Transaction Capital LLC to accomplish for your commercial real estate business?

We hired Transaction Capital LLC for 409A valuation and equity setup for our team.

SOLUTION

What was the scope of their involvement?

Transaction Capital LLC handled our complete 409A valuation for our growing real estate brokerage. They reviewed our property deal financials, commission structures, and ownership breakdown to create everything we needed for compliance. The team also delivered a full 409A valuation report ready for audits, a simple annual compliance checklist for real estate cash flow patterns, option grant templates customized for our team, and proactive scheduling for valuations. Additionally, they provided clear explanations for our non-finance leadership.

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 a referral. We chose them over other options because they had high ratings, and 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 October–December 2025.

RESULTS & FEEDBACK

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

We got a clean 409A valuation accepted by auditors with no questions. We also issued stock options to 25 team members (85% participation), closed two senior brokers who asked about equity setup upfront, cut equity paperwork time by 50% with their templates, and passed our year-end financial review without valuation pushback.

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

Transaction Capital LLC’s project management was excellent. They delivered the full valuation report 10 days early, even during our busy Q4 property season. Any questions about commission-based dilution or vesting schedules got answered the same day, often with real estate examples that clicked perfectly. The team also reached out proactively to schedule our next valuation, which kept us ahead of deadlines.Our primary form of communication was virtual meetings.

What did you find most impressive or unique about them?

The best thing about working with Transaction Capital LLC was how they explained complex valuation concepts using real estate terms we understood — no finance jargon. When I asked how property cycles affect numbers, their specialist called and walked through it like we were talking deals over coffee. For a realty firm without CFO expertise, that clarity was invaluable.

Are there any areas they could improve?

No, everything was spot on. They delivered more than we expected on the essentials.

BACKGROUND

Introduce your business and what you do there.

I’m the sales director of Rydoo, an intuitive expense management platform that helps companies and employees become more efficient and productive by streamlining the process of managing expenses.

OPPORTUNITY / CHALLENGE

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

We needed our first 409A valuation but had no in-house finance support. The goal was to offer stock options to our team, attract good people, and stay fully compliant from day one.

SOLUTION

What was the scope of their involvement?

Transaction Capital LLC handled the entire 409A valuation process. They delivered a clean valuation report that our lawyers and auditors approved without any changes. They also gave us yearly update templates and automatic reminders to keep everything current.

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 and the Clutch website. We chose them because their pricing fit our budget, they offered good value for the cost, and they were referred to me.

What is the status of this engagement?

We worked together from August–December 2025.

RESULTS & FEEDBACK

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

We rolled out stock options with zero compliance issues. Three hard-to-find candidates joined us, and all three said our equity package was the reason they said yes. Our legal and audit teams were the clearest sign that things went well.

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

They finished ahead of schedule and answered every question the same day with clear, simple explanations. They even booked our next valuation on their own, which was a real time saver. We communicated via virtual meetings, emails, and messaging apps.

What did you find most impressive about them?

Their patience was impressive. When I struggled to understand how our funding rounds affected the numbers, their specialist called me personally and explained everything in plain language with no jargon and no rushing.

Are there any areas they could improve?

No, I had no complaints.

BACKGROUND

Introduce your business and what you do there.

I’m the CEO of Omnilife VR, a company that provides tailored VR solutions for entertainment, education, and therapy, helping businesses engage customers, guests, or patients with immersive VR experiences.

OPPORTUNITY / CHALLENGE

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

We needed a 409A valuation before issuing stock options to our growing team. As a VR health and wellness company, we also wanted a firm that could understand our business model rather than just apply a generic approach.

SOLUTION

What was the scope of their involvement?

Transaction Capital LLC went through our financials, cap table, and projections and put together a full fair market value report. Everything was documented properly for our lawyers to review without any issue. The team kept it focused on the valuation but walked us through how the strike price was determined and flagged a few things we should keep in mind as we grow.

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 Transaction Capital LLC through an online search. We chose them because 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 August–December 2025.

RESULTS & FEEDBACK

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

The report came back within a week, and we were able to issue options right away. Our legal team looked it over and had no concerns, which was our goal from the start. It let us move fast on offers with real equity numbers, which helped close candidates without any unnecessary delays. We noticed candidates were more confident once we could show a proper valuation backing the options. Closings felt smoother and faster compared to before.

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

Project management was pretty smooth. There was zero chasing involved, which we really appreciated as a startup team. We mainly communicated via virtual meetings.

What did you find most impressive about them?

The price versus what we actually got was impressive. We had quotes from other firms that were way higher, and Transaction Capital LLC delivered the same quality, if not better.

Are there any areas they could improve?

I couldn’t think of anything for Transaction Capital LLC to improve.

BACKGROUND

Please describe your company and position.

I am the Sales Engineer of Famic Technologies Inc

Describe what your company does in a single sentence.

Since 1986, Famic Technologies Inc. has been at the forefront of innovation in engineering software development. Headquartered in Montreal, Canada, with international offices in Germany, USA and India, we provide cutting-edge solutions that empower industries, educators, and OEMs worldwide to design, simulate, optimize, and manage their systems with greater efficiency. 

OPPORTUNITY / CHALLENGE

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

• Our team grew to about 100 people in software work. We had no finance experts inside. We wanted to start a stock plan to share success with coders and sales staff. This helped us hire good people like big tech firms do. We needed to follow 409A rules right no mistakes.

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 checked our money records, project plans, and share splits. They made a clear stock value report. Lawyers and accountants said yes with no changes. They gave a simple guide for yearly checks, plus easy forms. We got the report, steps to follow, and phone reminders.

RESULTS & FEEDBACK

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

We gave stock options to most staff. No problems from money or law teams. Our check passed easy. We hired a top coder and good sales person we wanted before. They said our stock offer made them join. One asked about 409A first.

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

They finished early. This gave us time before our team meeting. I asked about option prices and share cuts. They answered same day with easy examples. They called us to set next check. Good when we are busy with code.

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?

They explained things simply. I did not get how our work costs changed the value. Their person called and told in easy words. No hard terms, no fast talk. For our small software team, this help was very good.

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

No. They did it on time and cheap. A simple web page for money plans later would be nice, but not needed. They did the important work well.