Transaction Capital LLC

BACKGROUND

Introduce your business and what you do there.

I’m the founder of a marketing company that provides customized marketing solutions, including social media management, digital and print advertising, mail services, and website management tailored to each business's unique needs.

OPPORTUNITY / CHALLENGE

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

Investor conversations had started picking up, and I kept getting asked what my agency was actually worth. I didn’t have a proper answer, and that was becoming a problem. I needed a real startup valuation done by someone who could make sense of a boutique marketing business without overcomplicating everything.

SOLUTION

What was the scope of their involvement?

Transaction Capital LLC took the time to understand how my agency makes money through client retainers, project-based work, and the relationships that keep people coming back. They didn’t treat it like a generic small business exercise. The team provided a valuation report, presentation, and ongoing advisory. What came back was a clean, well-written valuation report that I could actually use in real conversations with confidence.

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 Transaction Capital LLC through an online search. I 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 March–April 2026.

RESULTS & FEEDBACK

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

Two investor conversations that had been going nowhere suddenly had a real moment after I shared the report. I also stopped second-guessing myself when people asked about the value of the business because I finally had a solid and credible answer to give them. That shift in confidence alone was worth it. We also received offers and changes in investor interest, including an increased valuation and additional funding.

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

Transaction Capital LLC’s project management was really good for a solo founder like me who didn’t have a team to help manage external engagements. They ran everything smoothly on their end, kept me updated without overwhelming me, and always got back to me the same day when I had a question. I never felt like I was being left to figure things out on my own. We communicated via virtual meetings, email, and messaging apps.

What did you find most impressive about them?

How down to earth Transaction Capital LLC was throughout the whole process. I came in knowing very little about startup valuations, and they never once made me feel out of my depth.

Are there any areas they could improve?

A short walkthrough at the very beginning explaining what to expect week by week would be a helpful addition for first-timers like me.

BACKGROUND

Introduce your business and what you do there.

I’m the director of operations at Sangoma Technologies, a telecommunications company. We provide secure, reliable business communications solutions, including unified communications, networking, SIP trunking, and security. We serve over 100,000 customers globally across various industries.

OPPORTUNITY / CHALLENGE

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

We had reached a point where our equity program needed a proper structure behind it. The senior talent we were bringing on board was asking serious questions about stock options, and we couldn’t keep having those conversations without a solid compliant 409A valuation to back them up. We needed someone who could handle the complexity of a telecom business and get it right the first time.

SOLUTION

What was the scope of their involvement?

Transaction Capital LLC got into the details of how our business operates before touching anything. They looked at our recurring software revenue, hardware product lines, service contracts, and how our ownership structure had evolved over time. They understood all of it and built the valuation around our actual business, not a generic model.

As for deliverables, Transaction Capital LLC provided us with a full audit-ready 409A report, a tailored compliance checklist, ready-to-use option grant templates, and a clear schedule for keeping our valuation current going forward.

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 to December 2025.

RESULTS & FEEDBACK

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

The report Transaction Capital LLC created went through our auditors and legal team without a single issue raised. We rolled out stock options across the business with complete confidence and zero compliance issues. Several senior hires who had been weighing other offers made their final decision after we walked them through our equity structure. Employee participation came in strong, and retention among our key people has stayed solid ever since. In fact, we saw a 40% participation rate within two weeks of the stock option plan and a 50% increase in retention rates.

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

Transaction Capital LLC was really professional throughout the project. They set clear expectations early on, delivered ahead of schedule, and were always quick to respond when we needed something clarified. Managing a 409A valuation across a business of our size involves a lot of moving parts, and they handled all of it without adding to our workload. They also proactively locked in our next valuation cycle without us having to ask.

As for communication, we used virtual meetings, emails, and messaging apps.

What did you find most impressive about them?

Transaction Capital LLC understood the telecommunications space better than we expected. Recurring license revenue, hardware margins, and how service contracts affect valuation are nuances that not every provider picks up without a lot of hand-holding.

Are there any areas they could improve?

A self-serve portal to track progress and access documents during the engagement would be helpful for larger businesses managing multiple internal teams.

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.

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