How We Work
We’re known for translating financial complexity into clarity.
Whether it’s contingent consideration or scenario-based equity payouts, we ground our work in technical depth, responsiveness, and solutions that meet the highest professional and regulatory standards.
Convertible Instruments & Embedded Derivatives
Get defensible fair value assessments for your convertible notes, preferred equity, and hybrid securities. Navigate complex bifurcated embedded features under ASC 815 and 820 with modeling that withstands audit scrutiny.
Warrants & Structured Equity
Master complex warrant valuations with sophisticated Monte Carlo and lattice modeling for both freestanding and embedded warrants. Accurately capture performance-triggered provisions and complex contingent terms that traditional models miss.
Contingent Consideration & Earnouts
Maintain accurate fair value measurement of your deal-related liabilities under ASC 805 throughout the entire lifecycle. Get seamless support for periodic updates and audit review cycles that keep you compliant and confident.
Equity Allocations & Waterfall Modeling
Allocate your total enterprise value across multiple share classes with precision and transparency. Receive scenario-based exit modeling that aligns perfectly with your LLC agreements and delivers clear insights for board presentations.
Profits Interests & Phantom Equity
Navigate nontraditional equity awards with confidence, including profits interests and phantom equity commonly issued by LLCs and pass-through entities. Get scenario-based payout modeling that captures true value in transaction contexts.
Liquidity & Scenario Planning
Prepare for every possibility with comprehensive what-if analyses designed for transaction-driven planning. Receive compelling visuals and executive summaries that communicate complex scenarios clearly to internal teams and investors.
Why Infinite Equity
- Master Any Complexity: Get pinpoint accuracy for your most nuanced instruments with securities-level valuation expertise that handles what others can't.
- Sleep Better During Audits: Your valuations align with ASC 820 and ASC 718 requirements and withstand scrutiny from demanding audit firms and legal teams.
- Eliminate Coordination Headaches: Experience seamless collaboration as we work with your tax, legal, accounting, and valuation partners to ensure consistency across workstreams.
Looking for ASC 718 valuation support, 409A, or award modifications?
Let’s Clarify the Complex
Reach out to explore how we can support your next valuation—accurately, efficiently, and in full compliance.