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Codon Valuation

Codon Valuation Advisors LLC v1.0.0

409A and EMI value estimates

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Description

From the marketplace listing

Codon Valuation estimates the value of a private company's common stock (US) or ordinary shares (UK) before a formal valuation. Give it the company's cap table and finances, such as share counts by class, the last priced round, revenue, cash and debt, and it returns an indicative low, mid and high value per share with the method and every assumption shown. The method follows what the company provides: an option pricing model calibrated to a recent priced round, a roll-forward of an older round blended with a revenue multiple, a sector revenue multiple, or an asset-based range for pre-revenue companies. Value is allocated across share classes with a Black-Scholes option pricing model, then a discount for lack of marketability is applied using the Finnerty and Chaffe models. It also explains the documents and process for a formal IRC 409A valuation or an HMRC EMI valuation. All tools are read-only. Nothing is stored, no account is needed, and the tools do not ask for names or other personal information. Results are indicative planning estimates: they are not a 409A valuation, do not provide safe harbor protection, and are not a valuation agreed with HMRC.

Language: English · Automatically detected from descriptions.

What changed

Codon Valuation

Oct 27, 2026 · 1 saved observations

Metadata · Oct 27, 2026 · 01:03 UTC · Compared with Oct 24, 2026 · 13:51 UTC

WHAT CHANGED

Package or technical metadata updated

Package or technical metadata updated

Observed in package metadata. These changes alone do not establish a new customer-facing feature.

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Before

Oct 24, 2026 · 13:51 UTC

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After

Oct 27, 2026 · 01:03 UTC

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Competitor profile

From the developer’s listing and package; capabilities are not independently tested. Package observed Nov 3, 2026.

Declared capabilities

  • Estimate a US 409A common stock value from cap table and financial inputs
  • Estimate a UK EMI ordinary share value, with AMV and UMV context
  • Show the valuation method, assumptions and share class allocation behind each estimate

Declared limitations

Specific limitations have not been established. Missing information does not mean unrestricted capabilities.

Cost & access

Pricing and account requirements have not been established from the available package declarations. Unknown pricing does not mean free access.

Starter prompt

We raised a $10M Series A at $2.00 a share four months ago, with 8M common and 5M preferred shares. Estimate our 409A value.

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Keywords

Matches for “classes”

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Publisher full description

Codon Valuation estimates the value of a private company's common stock (US) or ordinary shares (UK) before a formal valuation. Give it the company's cap table and finances, such as share counts by class, the last priced round, revenue, cash and debt, and it returns an indicative low, mid and high value per share with the method and every assumption shown. The method follows what the company provides: an option pricing model calibrated to a recent priced round, a roll-forward of an older round blended with a revenue multiple, a sector revenue multiple, or an asset-based range for pre-revenue companies. Value is allocated across share classes with a Black-Scholes option pricing model, then a discount for lack of marketability is applied using the Finnerty and Chaffe models. It also explains the documents and process for a formal IRC 409A valuation or an HMRC EMI valuation. All tools are read-only. Nothing is stored, no account is needed, and the tools do not ask for names or other personal information. Results are indicative planning estimates: they are not a 409A valuation, do not provide safe harbor protection, and are not a valuation agreed with HMRC.

Files & skills

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Plugin package6 files · 9.38 KBBrowse files →
Skill instructions
get-started1.83 KB

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---
name: get-started
description: How to estimate a private company's 409A or EMI share value with the Codon Valuation tools, which inputs to collect, and how to present the result.
---

# Estimating a share value with Codon Valuation

Use `estimate_409a_value` for a US company (value per common share in US dollars) and `estimate_emi_share_value` for a UK company (value per ordinary share in pounds sterling). Use `get_formal_valuation_info` when the user asks what a formal 409A or EMI valuation involves, what documents are needed, or how to request one.

## Collect the inputs first

Ask for what is missing before calling an estimate tool. The minimum is the number of common or ordinary shares and either a priced round or some financial figures:

- Share classes: common/ordinary share count; each preferred class with its share count, price per share and how many months ago it was priced.
- Outstanding options: total count and weighted average exercise price, if any.
- Finances: trailing twelve-month revenue, cash, debt and total capital invested, whichever are known.
- Sector, so the right volatility and revenue multiple assumptions are used.
- For an older priced round: whether the company is ahead of, on, or behind the plan it raised on.
- Any SAFEs or convertible notes: say so, because they lower the stated confidence.

Do not ask for, or pass, names, email addresses or other personal information. The tools do not need them.

## Present the result

Report the low, mid and high value per share, the method used and its confidence, and the key assumptions returned by the tool. Keep the tool's disclaimer: the figure is an indicative planning estimate, not a 409A valuation, not safe harbor protection, and not a value agreed with HMRC. If the user wants a formal valuation, use `get_formal_valuation_info` rather than describing the process yourself.
Package details

Publisher declarations from the archived package. These are separate from our research and the live service's terms.

Package license
UNLICENSED
Package author
Codon Valuation Advisors LLC
Keywords
See keywords

Declared capabilities

  • Estimate a US 409A common stock value from cap table and financial inputs
  • Estimate a UK EMI ordinary share value, with AMV and UMV context
  • Show the valuation method, assumptions and share class allocation behind each estimate
  • Explain the documents and process for a formal 409A or EMI valuation

Package observed Nov 3, 2026.

Technical details
First seen
Oct 24, 2026 · 12:40 UTC
Last seen
Nov 3, 2026 · 18:00 UTC
Collection status
Collected

plugin_asdk_app_6ad3e3a04b70819190d0cbfdb58dad47

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