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Technology & IT Services

Technology Company Valuation

SaaS, software, and technology service companies valued for 409A, M&A, and financial reporting purposes.

150+

Tech companies valued

$8B+

Enterprise value assessed

100%

Audit-ready

The Challenge

Technology valuation complexity

Tech companies present unique challenges from recurring revenue models to intangible-heavy balance sheets.

Recurring Revenue Models

SaaS, subscription, and ARR-based businesses require specialized approaches to revenue quality and churn analysis.

IP & Technology Assets

Software, patents, and proprietary technology create significant intangible asset valuation complexity.

Rapid Growth Dynamics

High-growth tech companies often have limited history and require forward-looking valuation approaches.

Market Comparability

Finding appropriate public and private comparables for unique technology business models.

Our Approach

Technology-specific methodology

We combine deep tech sector knowledge with rigorous valuation frameworks.

1

Revenue Quality Analysis

We evaluate recurring revenue metrics, customer concentration, and retention dynamics.

  • ARR/MRR analysis
  • Net revenue retention
  • Customer cohort analysis
  • Churn and expansion metrics
2

Technology & IP Assessment

Evaluation of proprietary technology, software assets, and intellectual property.

  • Software capitalization review
  • Patent portfolio valuation
  • Technology stack assessment
  • Build vs. buy analysis
3

Growth & Unit Economics

Analysis of scalability, customer acquisition costs, and lifetime value metrics.

  • CAC/LTV analysis
  • Sales efficiency metrics
  • Rule of 40 assessment
  • Margin expansion modeling
4

Valuation Approaches

Multiple methodologies calibrated for technology company characteristics.

  • Revenue multiples analysis
  • DCF with scenario modeling
  • Comparable transactions
  • Backsolve from funding rounds
Use Cases

When you need technology valuation

409A Valuations

Stock option pricing for private tech companies

M&A Transactions

Buy-side and sell-side technology deal support

Purchase Price Allocation

Intangible asset allocation for tech acquisitions

Portfolio Valuation

Fair value for VC/PE portfolio companies

Equity Compensation

RSU, option, and equity award valuation

Strategic Planning

Valuation support for fundraising and exits

Need a technology company valuation?

Let's discuss your technology valuation needs and timeline.