Codon Valuation

ClaudeCommunityby Codon Valuation Advisors LLC

Codon Valuation gives Claude a practitioner valuation model for private company shares, so founders, finance teams and advisers can get an indicative range for their common (US) or ordinary (UK) share value before commissioning a formal report. Tools: - estimate_409a_value: an indicative fair market value range per common share of a US private company, as a planning estimate before a formal 409A valuation (for example, to anticipate an option strike price). - estimate_emi_share_value: an indicative market value range per ordinary share of a UK private company in pounds sterling, as a planning estimate before agreeing an EMI valuation with HMRC. - get_formal_valuation_info: the documents and typical steps for a formal 409A or EMI valuation. How it works: with a priced round in the last 12 months, an option pricing model is calibrated to that round (a backsolve). Otherwise the model rolls an older round forward, applies a sector revenue multiple, or uses an asset-based range. Value is allocated across share classes with a Black-Scholes option pricing model and a discount for lack of marketability is applied using the Finnerty and Chaffe models. Every result shows the low, mid and high value per share, the method, the allocation by share class and all assumptions. All tools are read-only. Inputs are numbers from the cap table and financials; no company or personal names are needed, and nothing is stored or logged. No account or sign-in is required. Results are indicative planning estimates. They are not a 409A valuation, do not provide safe harbor under IRC Section 409A, and are not a valuation agreed with HMRC. Provided by Codon Valuation Advisors LLC.