409.ai

BACKGROUND

Please describe your company and position.

 I am the CEO of an other industries company 

Describe what your company does in a single sentence.

We provide AI revenue agents for enterprise

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire 409.ai to accomplish?

• Complete our yearly 409a valuation

SOLUTION

How did you find 409.ai?

Other

Why did you select 409.ai over others?

Pricing fit our budget

How many teammates from 409.ai were assigned to this project?

1 Employee

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

They conducted a valuation based on our company's growth and esop options

RESULTS & FEEDBACK

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

We received a high-quality, audit-defensible report within 48 hours

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

their team was responsive throughout the process. The report was professionally reviewed, clearly explained, and significantly more affordable than other 409A valuation providers we considered. We also appreciated being able to speak directly with a valuation professional when questions came up.

What was your primary form of communication with 409.ai?

Virtual Meeting

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

Low prices, great support

Are there any areas for improvement or something 409.ai could have done differently?

having a self-serve option would have been good