Transaction Capital LLC

BACKGROUND

Introduce your business and what you do there.

I’m the director of people operations at Pickle Robot. We develop advanced robotics powered by AI, machine learning, and computer vision to automate truck and container unloading in supply chain operations, improving efficiency and performance.

OPPORTUNITY / CHALLENGE

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

As a 100% employee-owned operating business, we’re required by ERISA and the Department of Labor to perform an annual independent fair market value appraisal of our stock to issue yearly account statements to our plan participants.

SOLUTION

What was the scope of their involvement?

Transaction Capital LLC served as our independent appraiser. They evaluated our financial performance, audited balance sheet, $18 million order backlog, and future share repurchase obligations to determine an objective per-share stock price.The team delivered a formal ERISA- and DOL-compliant annual valuation report, detailed DCF and market multiple financial models, a multi-year share repurchase obligation analysis, and an executive briefing deck for our independent ESOP trustee board.

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?

I found them on Clutch. They had high ratings, their pricing fit our budget, and they 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-March 2026

RESULTS & FEEDBACK

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

Transaction Capital LLC implemented a balanced weighting of DCF and guideline manufacturing transactions while factoring in a 16% rise in our future repurchase liabilities. The resulting 8.5% share value appreciation was unanimously approved by our independent trustee, allowing us to distribute participant statements on schedule.The 8.5% share value appreciation was right in line with our expectations, striking a sustainable balance between reflecting our strong earnings growth and keeping our future repurchase obligations manageable for the trust.Moreover, delivering the statements on schedule ensured 100% compliance with ERISA statutory deadlines while significantly boosting employee morale by confirming their 8.5% share gain without delay.

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

They had excellent adherence to timelines. We communicated via virtual meetings, emails, and messaging apps.

What did you find most impressive about them?

I was impressed by their familiarity with ESOP fiduciary risks. The team took the time to explain how repurchase obligations affected future valuation trajectories directly to our brand.

Are there any areas they could improve?

We had to re-export some proprietary inventory reports to align with their standard templates, but their analysts were patient in guiding us through the format.

BACKGROUND

Introduce your business and what you do there.

I'm the CISO and founder of a company that provides accessible cybersecurity and compliance services. We leverage an in-house UK Security Operations Centre and expert teams to help businesses protect against current and emerging threats.

OPPORTUNITY / CHALLENGE

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

Heading into our Series A round, our early angel investors and seed fund requested formal attestation confirming that our shares met Qualified Small Business Stock (QSBS) requirements under Section 1202, guaranteeing their 100% federal capital gains tax exclusion.

SOLUTION

What was the scope of their involvement?

Transaction Capital LLC audited our historical balance sheets, cash intake, and intellectual property holdings from inception through multiple SAFE financings to verify our aggregate gross assets at each critical issuance date. They provided a formal certified QSBS attestation report along with comprehensive gross assets audit schedules as the final deliverable.

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 on Clutch. We chose them because they had high ratings, their pricing fit our budget, and they 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 June–July 2025.

RESULTS & FEEDBACK

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

Transaction Capital LLC's team proved that our aggregate gross assets remained between $1.8 million–$7.2 million across all issuance dates, which was well below the statutory $50 million limit, while confirming our qualified trade status. Their certified attestation report provided audit-ready documentation protecting over $4 million in potential future capital gains for our early backers.Moreover, our legal counsel and all eight seed investors' CPAs accepted the attestation with 100% sign-off, validating over $4 million in potential tax-free capital gains.

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

Transaction Capital LLC's project management was very efficient. They gave us an exact checklist of required accounting schedules, reviewed our documents in 48 hours, and delivered the complete package in 10 days. We communicated via virtual meetings, emails, and messaging apps.

What did you find most impressive about them?

Their ability to simplify complicated tax code requirements was impressive. They provided a clean, transparent analysis that satisfied our investors' CPAs immediately.

Are there any areas they could improve?

No real issues occurred; the entire engagement was straightforward.

BACKGROUND

Introduce your business and what you do there.

I'm the co-founder and partner of a retail brokerage and sales strategy partner that helps emerging and scaling CPG brands launch and grow in national retail through modern, founder-focused strategies and expert execution.

OPPORTUNITY / CHALLENGE

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

As foreign nationals applying for a U.S. E-2 investor visa, our migration attorney needed an independent, certified business valuation to substantiate that our $410,000 investment in commercial machinery, facilities, and working capital satisfied USCIS 'substantial investment' and 'nonarginality' standards.

SOLUTION

What was the scope of their involvement?

Transaction Capital LLC assessed our capital deployment, reconciled asset purchase receipts against replacement values, and linked balance sheet data to a defensible five-year operational plan and job creation forecast. They delivered a certified, USCIS-compliant written valuation report, a five-year pro forma financial model, an asset reconciliation schedule verifying our $410,000 capital investment, and a detailed five-year job creation roadmap.

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 site. Their pricing fit our budget, and they were referred to me.

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–September 2025.

RESULTS & FEEDBACK

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

We received the draft report in three days and the final certified report in five business days. The valuation model demonstrated 30% YoY projected growth supported by local market demand. We submitted the package to the consulate, and our E-2 visas were issued with zero requests for evidence (RFEs). Our migration attorney noted the report was completely airtight regarding nonarginality rules, and the consulate granted our E-2 visa on the first attempt with zero RFEs.Moreover, their operational model served as our execution roadmap, helping us achieve our projected 30% YoY revenue growth and successfully hire four full-time U.S. workers in our first year.

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

Communication over WhatsApp and email was rapid despite a six-hour time zone difference. Requested tweaks were completed within a few hours.

What did you find most impressive about them?

They understood USCIS and consular officer expectations. They didn't just review post books; they structured the forward-looking narrative around commercial viability.

Are there any areas they could improve?

Expanding international payment options like direct multi-currency bank links would be helpful, though the standard wire transfer worked fine.

BACKGROUND

Introduce your business and what you do there.

I’m the managing director of an investment management firm specializing in values-led investing. We help clients build disciplined portfolios that align with their impact goals. We also provide services such as impact strategy, measurement, and portfolio construction.

OPPORTUNITY / CHALLENGE

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

Our client needed to transfer a non-voting 22% minority membership interest in an operating regional logistics LLC into an irrevocable family trust before the year-end tax statutory deadlines. We needed an independent appraisal that could reliably withstand IRS scrutiny on Form 709.

SOLUTION

What was the scope of their involvement?

Transaction Capital LLC performed a detailed fair market value appraisal combining capitalization of earnings and guideline company approaches. They also established empirical discounts for lack of marketability (DLOM) and lack of control (DLOC). The team delivered a written appraisal report.

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 on Clutch. We chose them because they had high ratings, their pricing fit our budget, and they 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 in April 2026.

RESULTS & FEEDBACK

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

Transaction Capital LLC defended a 26% DLOM and an 11% DLOC based on empirical restricted stock studies and pre-IPO transaction data. The comprehensive 58-page appraisal gave our estate attorneys full confidence to submit the gift tax return well ahead of the IRS deadline, protecting our client against arbitrary tax adjustments.Defending a 26% marketability discount (DLOM) and 11% minority discount (DLOC) significantly lowered the taxable gift valuation basis, shielding the client from potential IRS audit revaluations and undervaluation penalties. The IRS accepted the return as filed with no inquiries, audit notices, or challenges. The thorough documentation satisfied the IRS adequate disclosure requirements to start the standard statutory limitations period cleanly.

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

They handled sensitive financial disclosures with absolute discretion. They also stuck strictly to the timeline in the engagement letter and met all target dates. We communicated via virtual meetings, emails, and messaging apps.

What did you find most impressive about them?

Their citations and court-tested precedents were impressive. Rather than relying on generic discount percentages, every deduction was backed by published academic and market databases.

Are there any areas they could improve?

No, they delivered high-caliber work completely in line with our budget.

BACKGROUND

Introduce your business and what you do there.

I’m the CFO of Nevados Solar, an energy company. We’re transforming utility-scale PV deployment with our tracking solutions and partnership approach. Our mission is to pioneer sustainable solar solutions to preserve the earth for today and tomorrow.

OPPORTUNITY / CHALLENGE

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

We had built a solid portfolio of renewable energy assets over the years, including solar installations, wind projects, and long-term energy supply contracts. However, valuing all of them accurately in one place had become a real headache. We needed a proper portfolio valuation to support our next capital raise and give our investors a clear and honest picture of where we stood.

SOLUTION

What was the scope of their involvement?

Transaction Capital LLC provided portfolio valuation services. They got into the detail of each asset individually before looking at the portfolio as a whole. They understood the difference between operational assets generating steady returns and projects still in development, and they valued each one accordingly. The final report was thorough, clearly laid out, and backed up with assumptions that our finance and legal teams could follow without needing to ask a dozen follow-up questions.The report covered individual asset valuations for each project, a clear breakdown of key assumptions, risk factors specific to our sector, and financial projections under different market scenarios.

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 on Clutch. We chose them 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 2025–February 2026.

RESULTS & FEEDBACK

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

Our investors went through the report and came back satisfied, which isn’t always a given in this space. The capital raise conversation moved forward much more smoothly than our previous round, and we finally had a shared internal view of which assets were performing well and which ones needed attention. That clarity alone changed how our leadership team made decisions going forward.We closed the capital raise at a higher valuation than our previous round, and two internal asset decisions that had been sitting on the table for months were signed off within weeks of the report landing. Investor questions dropped significantly compared to previous rounds, and decisions that used to take weeks were being made in days. The whole team noticed the difference pretty quickly.

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

They had a clear timeline, gave us consistent updates, and had fast responses whenever we needed something clarified. They handled a fairly complex brief without making it feel complicated on our end, which was exactly what we wanted from an external partner. We communicated via virtual meetings, emails, and messaging apps.

What did you find most impressive about them?

Their understanding of renewable energy asset valuation was genuinely impressive. Things like feed-in tariffs, power purchase agreements, and how regulatory changes affect long-term asset values aren’t things every valuation provider picks up on quickly. Transaction Capital LLC came in already knowing the right questions to ask, which made the whole process feel very efficient.

Are there any areas they could improve?

A scenario modeling tool for stress testing assets under different market conditions would be a fantastic addition for clients in our sector. A clearer document checklist at the start would also help speed up the early stages. These were small suggestions, though, as the core work was delivered to a very high standard.

BACKGROUND

Introduce your business and what you do there.

I’m the owner of Young Farts RV Parts, an online retailer for new and used RV parts. We offer a wide selection, exclusive deals, and support for RV owners, service shops, and dealers through our dealer program and Near Me RV platform.

OPPORTUNITY / CHALLENGE

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

I had been running my RV parts business for years but never really knew what it was worth on paper. Conversations about the future of the business kept coming up, and I needed a proper number to work with, not a guess.

SOLUTION

What was the scope of their involvement?

Transaction Capital LLC provided business valuation services. They didn’t just look at my books and call it done. They actually wanted to know how my shop ran day to day, how customers found us, what kept them coming back, and what made us different in a pretty niche market. The report they put together was straightforward enough that I could read it cover to cover without scratching my head. It included the business valuation and recommendations for my business.

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?

I found them on Clutch. 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 January–February 2026.

RESULTS & FEEDBACK

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

Walking into any business conversation after the project felt completely different. I finally had a real number to stand behind. I made some decisions about the direction of the business that I had been sitting on for a while, and the valuation gave me the confidence to commit to them. People I spoke to about the future of the shop took the conversations a lot more seriously once I had proper documentation to share.

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

They were easy to deal with from start to finish. There was no chasing, confusion, or waiting days for a reply. They respected that I was a one-man show with a lot on my plate and worked around that without making me feel like I was slowing things down.

What did you find most impressive about them?

Transaction Capital LLC treated my little RV parts shop with the same level of care I imagine they give much bigger clients. Nobody made me feel like my business was too small or too niche to take seriously. They asked smart questions, paid attention to the answers, and delivered something that genuinely reflected what I had built over the years.

Are there any areas they could improve?

A simple preparation guide at the start would help small business owners know exactly what to dig out before kicking things off. An easy way to check in on progress during the process would also be a handy addition. These are small things, though. The overall experience was a lot better than I expected going in.

BACKGROUND

Introduce your business and what you do there.

I’m the COO of Waystone, a company that provides governance, administration, risk, and compliance services to the asset management industry. We support institutional investors, funds, and asset managers in building and protecting investment structures worldwide.

OPPORTUNITY / CHALLENGE

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

We needed a 409A valuation that could hold up under real scrutiny and a partner who understood what that means inside a large and complex financial services organization.

SOLUTION

What was the scope of their involvement?

Transaction Capital LLC handled the entire 409A valuation process. They came in and got up to speed on our business quickly, including fee structures, fund management operations, ownership complexity across multiple entities, and the regulatory landscape we operate in every day. Nothing felt surface level.Transaction Capital LLC delivered a thorough audit-ready 409A valuation report, a practical compliance roadmap, option grant templates our HR and legal teams could use independently, and a proactive schedule for keeping everything current as we continue to 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 them on Clutch. We chose them 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 January–February 2026.

RESULTS & FEEDBACK

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

Transaction Capital LLC’s report was reviewed by our auditors and legal counsel and passed without a single revision or follow-up question, which we didn’t take for granted. We rolled out equity across a large portion of our workforce with full confidence. Several senior-level hires specifically mentioned our equity structure during negotiations as a factor in their decision. Our year-end financial review closed cleanly with nothing raised around the valuation.Our internal finance team mentioned unprompted how clean and well-put-together Transaction Capital LLC’s report was compared to work we had received from other providers before. A couple of board members said the same thing during their review. Our HR team also felt genuinely well-supported throughout the rollout, which honestly didn’t always happen with external providers on something this compliance-heavy.

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

As COO, I have high standards around how external engagements are run, and Transaction Capital LLC met every one of them. They had a clear timeline from day one, consistent communication without it feeling excessive, and a fast turnaround on every question we sent their way. We mainly communicated through virtual meetings, emails, and messaging apps. Transaction Capital LLC handled coordination across our finance, legal, and HR teams without any friction. They also flagged our next valuation cycle proactively before we even thought to bring it up.

What did you find most impressive about them?

Honestly, it was how prepared they were before the first proper conversation even started. Walking into a financial services organization of our complexity and knowing the right questions to ask from day one wasn’t something every provider could do. Transaction Capital LLC understood fund structures, multi-entity ownership, and the weight of compliance in our industry without needing a lengthy briefing. That level of preparation showed throughout the entire engagement.

Are there any areas they could improve?

For an organization of our size, a dedicated client portal to manage documents, track milestones, and coordinate across internal teams would make the process even smoother.

BACKGROUND

Introduce your business and what you do there.

I’m the head of growth at Devika, a software development agency that helps startups and organizations turn ideas into digital products. We offer end-to-end services in app development, design, business advisory, and venture capital across web, mobile, and emerging technologies.

OPPORTUNITY / CHALLENGE

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

People were asking about investing in us, but we had no solid number to point to. We needed to know our company's actual worth through a proper analysis.

SOLUTION

What was the scope of their involvement?

Transaction Capital LLC provided us with a valuation and financial analysis. They didn't jump straight into the numbers. They actually wanted to understand how we make money, where we're trying to go, and what makes us stand out before writing anything. The report they handed back felt like it was genuinely written about us. It was clear, easy to read, and something we could keep using as the business grows.

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 on Clutch. 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 March-April 2026.

RESULTS & FEEDBACK

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

Two investors who had been sitting on the fence came back to the table pretty quickly once we shared the report. Our internal conversations around pricing and where to double down on growth became a lot sharper. Honestly, the biggest win was that our whole team finally had the same answer when someone asked what our company was worth.Within a month of seeing the report, we made three clear pricing decisions that we'd been putting off for months. One of these investor conversations turned into a committed funding discussion, and the pricing changes we made off the back of the report led to a noticeable bump in our monthly revenue within the first couple of months. We saw roughly a 20% increase in monthly revenue, and the funding discussion we're currently in is the most serious one we've had since starting the business.

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

They just got on with it quietly and professionally. We never needed to follow up or remind them about anything. We communicated via virtual meetings, emails, and messaging apps.

What did you find most impressive about them?

Early-stage tech valuations aren't straightforward, and a lot of providers treat them like any other business. They understood product-led growth, what investors look for at our stage, and how to tell a story with numbers. That made a real difference in the final output.

BACKGROUND

Introduce your business and what you do there.

I'm the VP at a human-centered experience design firm that partners with organizations to deliver immersive learning programs and strategic planning sessions, helping clients drive impact through innovative leadership and experiential solutions.

OPPORTUNITY / CHALLENGE

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

We had people asking about investing in our firm, but we had no idea what to tell them when they asked what we were worth.

SOLUTION

What was the scope of their involvement?

They took the time to really understand how our consulting business works, who our clients are, how we keep them coming back, and what makes us different. The report they put together felt specific to us, not just a generic set of numbers. The deliverables included a business valuation and financial analysis.

How did you find Transaction Capital LLC?

We found them through the Clutch site.

Why did you select Transaction Capital LLC over others?

We chose them because of their high ratings, pricing that fit our budget, and the good value for cost they offered.

What is the status of this engagement?

The project started and ended in May 2026.

How much have you invested with them?

We spent less than $10,000 on this project.

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

There were 2-5 people from their team involved in our project.

RESULTS & FEEDBACK

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

Once we had the report, things started moving with investors. One investor who had been undecided came back to us after seeing the report. As a direct result, we secured new investments totaling approximately $500,000.

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

We primarily communicated through virtual meetings and email or messaging apps.

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

They were easy to deal with throughout the process. There was no chasing, no waiting around, and no confusing emails. If something was complex, they explained it in plain, everyday language until it made sense. That made a big difference for us.

What did you find most impressive about them?

They made us feel like our small firm actually mattered to them. They were not rushing to get through our project and move on.

Are there any areas they could improve?

A little heads up at the start on what documents to pull together would have saved us some running around early on. It was just a small thing, nothing serious.

BACKGROUND

Introduce your business and what you do there.

I am the Director at Altis Technology. We are one of Canada's largest independent recruitment firms dedicated to placing IT professionals in contract and permanent roles. We represent specialized talent across disciplines.

OPPORTUNITY / CHALLENGE

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

We had not dealt with a 409A before, so we needed someone to manage it for us.

SOLUTION

Can you describe the scope of work Transaction Capital LLC handled for this project? Please include the main deliverables if you can.

They took time to understand how our staffing business makes money before starting anything. They delivered a clean valuation report, a simple compliance checklist, easy-to-use templates, and even booked our next valuation for us without being asked. They handled everything, including compliance guidance, documentation, option grant templates, and the compliance checklist. We barely had to lift a finger.

How did you find Transaction Capital LLC?

I found them through the Clutch site.

Why did you choose Transaction Capital LLC over other options you considered?

We chose them because of their high ratings and pricing that fit our budget.

When did your project with Transaction Capital LLC start and end?

The project started and ended in June 2026.

Roughly how much money have you spent on this project with Transaction Capital LLC?

We spent less than $10,000.

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

There were 2-5 people assigned to our project.

RESULTS & FEEDBACK

What were the measurable outcomes from your project with Transaction Capital LLC that showed progress or success?

We did not track formal KPIs, but we kept our best people and two new hires told us directly that our equity package was the reason they chose us.

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

Our primary form of communication was virtual meetings.

How would you describe Transaction Capital LLC’s project management? Did they deliver on time?

They finished early and were always quick to reply. Whenever I had a question, I received a clear answer the same day. They even reminded us about our next valuation before we thought to ask.

What did you find most impressive or unique about working with Transaction Capital LLC?

They understood the staffing industry without us having to explain everything. They just got it, and it showed in the report they put together for us.

Is there anything Transaction Capital LLC could have done better or differently during the project?

A simple way to check progress online would be helpful.