Aaron Yeung

Valuations and Managed Services

Blogs

Jul 20

Aaron Yeung

Why Mid-Market Companies Are Ditching Spreadsheets for Cap Table Software
Spreadsheets break down as you scale. Learn why growing companies move to cap table software, what to look for, and how to switch without disruption.

](/content/blog-posts/cap-table-software-for-mid-market-companies/index.html)

Jun 22

Aaron Yeung

Cap Table Software Features for Finance Teams: Essential Guide (2026)
What cap table software features matter for finance teams? A guide to audit trails, ASC 718 reporting, and scenario modeling for CFOs managing equity.

](/content/blog-posts/cap-table-software-features-finance-teams/index.html)

Jun 12

Aaron Yeung

409A Valuation Providers Compared: Top 7 Picks for 2026
Comparing 409A valuation providers? See the top 7 options for startups and growth-stage companies, evaluated on audit defense, pricing, and turnaround time.

](/content/blog-posts/409a-valuation-providers/index.html)

Jun 10

Aaron Yeung

Carta 409A Valuation: Costs, Process, and Alternatives (2026)
Comparing Carta's 409A valuation service? See how methodology, audit support, and pricing stack up against Pulley before your next round or audit cycle.

](/content/blog-posts/carta-409a-valuation/index.html)

Oct 3

Aaron Yeung

What's in a 409A Valuation Report and How to Read It
See what a 409A valuation report actually contains, how to read each section, and what red flags to watch for — with worked examples by funding stage.

](/content/blog-posts/what-matters-409-valuation/index.html)

Jul 30

Aaron Yeung

How Much Does 409A Valuation Cost and the Risks of Cutting Corners
A 409A valuation isn’t just a compliance checkbox—it’s a critical tool for protecting your startup from tax penalties, failed audits, and investor red flags. While early-stage valuations typically range from $2,000 to $5,000, cutting corners on cost can lead to much bigger problems. Learn what impacts pricing and why choosing the right provider matters more than you think.

](/content/blog-posts/409a-valuation-cost/index.html)

Guides

Nov 28

Aaron Yeung

Token Valuations 101: What you should know
A complete guide to Token Valuations - why you need them, and when you should consider getting one.

](/content/guides/token-valuations-101/index.html)

Aug 19

Aaron Yeung

What Is ASC 820? A Guide to Measuring Fair Value
ASC 820 standardizes the process of valuing assets and liabilities, so as to ensure that investments are reported at their fair value. Learn more.

](/content/guides/asc-820/index.html)