Transaction Capital LLC

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 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.

BACKGROUND

Please describe your company and position.

I am the VP of a nurse recruitment company. 

Describe what your company does in a single sentence.

Provides reliable, cost-effective and customized international nurse recruitment solutions for healthcare facilities across the globe. Since our inception, we've been connecting talented international nurses with healthcare facilities around the world, making carefully considered staffing matches that are best for both facility and nurse.

OPPORTUNITY / CHALLENGE

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

• We brought them in to set up our initial employee stock plan. With over 100 nurses and staff across projects, we lacked in-house finance know-how. We wanted to offer real ownership to retain top talent against big hospital chains and get 409A compliance right from the start no risks in our regulated field.

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 combed through our staffing contracts, revenue from placements, and equity splits to create a clear ESOP valuation report that our legal team and auditors approved on the spot. They added a no-fuss guide for annual 409A updates tailored to healthcare growth like new client wins along with simple templates. We received the full report, easy compliance steps, and timely reminders to stay ahead.

RESULTS & FEEDBACK

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

We issued stock options to nearly all eligible staff without legal or finance roadblocks, breezing through our compliance check. Best part: it helped us hire three experienced recruiters we'd missed before they cited our solid equity offer as the clincher, especially after asking about our 409A setup upfront.

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

They wrapped up ahead of time, freeing us up before a key leadership review. I had questions on option vesting tied to shift schedules, and they replied same-day with relatable examples from healthcare. They proactively pinged us to book the next valuation, which was a lifesaver with our nonstop placement demands.

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?

Their straightforward explanations stood out. I puzzled over how seasonal nurse demand swayed the valuation, so an expert called and laid it out simply no industry lingo, just patient talk. For a healthcare operation without finance specialists, that approachable style was a game-changer.

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

Not really they hit the mark perfectly, on schedule and within budget. An optional web tool for simulating healthcare expansion scenarios could be handy later, but they covered all the essentials flawlessly.

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.