Where Technical Mastery Meets Strategic 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 (ICON)
Get accurate, ASC 815-compliant valuations for convertible notes, preferred equity, and hybrid securities with bifurcated features. Our models capture full complexity, ensuring disclosure-ready reporting and confidence with auditors and stakeholders.
Warrants & Structured Equity
Value both freestanding and embedded warrants with advanced Monte Carlo and lattice modeling techniques. We account for performance triggers and contingent terms traditional models often miss, delivering precise, defensible results.
Contingent Consideration & Earnouts
Measure deal-related liabilities accurately under ASC 805 from acquisition through settlement. Our ongoing updates and scenario analyses keep your reporting compliant, audit-ready, and ready for negotiations or strategic decisions.
Equity Allocations & Waterfall Modeling
Translate complex cap tables and multi-class equity structures into clear, actionable outputs. We build defensible allocations and payout scenarios that inform funding decisions, exit planning, and investor reporting.
Profits Interests & Phantom Equity
Establish fair values for profits interests and cash-settled awards with precision and transparency. Our approach meets ASC 718 standards and provides clear documentation that withstands regulatory and audit scrutiny.
Liquidity & Scenario Planning
Model liquidity events and potential funding outcomes to guide leadership decisions. We deliver clear insights into dilution, ownership shifts, and participant payouts so you can plan confidently for growth and exits.
Why Infinite Equity
- Handle the Hard Stuff: Precision valuations for your most complex securities — instruments many firms avoid.
- Disclosure-Ready Assurance: ASC 820 & ASC 718 compliant outputs your auditors trust, without late-night stress.
- Platform-Agnostic Execution: Whether your records come from equity platforms, spreadsheets, or hybrid systems, our analyses integrate and reconcile.
- Built for Scale: We serve both high-growth private companies and public enterprises with consistent quality and speed.
Looking for ASC 718 valuation support, 409A, or award modifications?
Clarity Starts Here
Related Resources
From volatility assumptions to shifting market conditions, these guides provide the technical perspective you need to deliver reliable results.
How Rising Interest Rates Affect Equity Compensation Valuations
While interest rates are one of the key drivers of financial markets, how much do they impact the valuation of equity awards? In this article, we’ll explore how interest rates impact the valuation of stock options (calls), PSUs (based on relative total shareholder return), and RSUs.
Understanding Volatility in Stock-Based Compensation Valuation: A Guide to ASC 718 and SEC SAB #107
Volatility is one of the key assumptions that goes into the valuation of stock-based compensation. This brief will reference literature from ASC 718, SEC Staff Accounting Bulletin #107, and Infinite Equity’s research.
