How to Set a Company Valuation on Capboard

Here is how to set a new company valuation on Capboard

What is a Company Valuation

Company valuation is an estimation of the company’s present (or projected) value, done by independent organizations. Depending on your country’s laws and regulations, you might be subject to different valuations, for example, 409A valuation (US) or EMI (Enterprise Management Valuation) (UK).

If you have a new valuation for your company and want to update your cap table, here is how you can do it.

How to set a Company Valuation

To set a valuation on Capboard go to: Ownership > Transactions > Add Transaction > Valuation. 

In this block called “Valuation”, you can add the following data:

1. Valuation date :

2. Valuation type: current only a company valuation

3. Valuation and price per share: those are said to be optional since filling out one section calculates the other. The formula we use is the following:

Price per share = New valuation / Total number of shares (issued)

4. Event name: You can label the valuation event 

5. Choose to share with employees with grants: since the change will influence their equity in valuation, you can let them know (an automatic notification will be sent to them by Capboard if you choose the “Yes” option)

6. Optional: You can also add any relevant documentation on the valuation event and an internal note, visible to collaborators only, can be written and saved.

7. Save: to make sure you save the new valuation event, don’t forget to click the “Save” button below.

8. After saving the new valuation, changes to the cap table will be made, and the shareholders will see the newly updated data. 

If you have any questions or if something is not working, please let us know by using the chat option on the bottom right of the screen or by sending us an email to

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