Transaction Capital LLC

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 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.

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.