FAQs

Yes. We provide audit-ready valuation reports aligned with applicable standards such as 409A, ASC 805, ASC 820, ASC 350, and other regulatory requirements. Our reports include transparent methodologies, well-documented assumptions, and supporting schedules for use in audits, fundraising, M&A, and regulatory reporting. We also assist during due diligence processes by sharing supporting documents, financial schedules, and clarifications required by auditors and investors.

Yes. Along with 409A and equity valuation reports, we assist with ESOP structuring, vesting schedule design, equity distribution modelling, and post-valuation reviews. We also support refresh valuations and cap-table optimization.

For companies using preference shares, SAFEs, convertible notes, liquidation waterfalls, or hybrid instruments, we apply advanced financial models such as Option Pricing Models (OPM), Probability-Weighted Expected Return Method (PWERM), or hybrid methods as appropriate. Our experts ensure fair-value measurement aligns with global reporting standards.

Pricing depends on factors such as business size and complexity, industry, regulatory standards required (e.g., 409A or ASC valuations), scope of analysis, cross-border requirements, and whether the engagement includes advisory, compliance, bookkeeping, or taxation support. AcumenSphere follows a transparent, customized pricing approach.

A standard engagement begins with a scoping discussion to understand your objectives, timelines, and regulatory requirements. Once the proposal is finalized, we collect relevant data and documents, perform our analysis, and prepare draft outputs for your review. After incorporating feedback, we issue final reports and remain available for auditor, investor, or board queries related to our work.

We follow strict confidentiality protocols and use secure data-transfer systems to safeguard all client information. Access is restricted to authorized team members only, and all data and reports are handled under professional confidentiality standards.

Yes. We typically execute a non-disclosure agreement (NDA) and a detailed engagement letter covering scope, deliverables, timelines, fees, and terms before commencing any assignment. This ensures clarity, confidentiality, and alignment for both sides.

Yes. We remain available to address follow-up questions from your management team, board, auditors, or investors relating to our reports. Where needed, we can also assist with refresh valuations, updated analyses, or additional schedules as your business evolves.

To get started, reach out via email at info@acumensphere.com or call us at +1 510 203 9584. Share preliminary details about your business and engagement purpose (such as fundraising, compliance, or M&A), and our team will provide a proposal outlining scope, timelines, required information, and estimated fees.