We’re a modern valuation services company that believes people come first
We offer tech-enabled, tailor-made valuation services that minimize risk for growing companies.
We built our business on strong client relationships and innovative tech
“As VeloCloud scaled, the Preferred Return team provided much needed 409A valuation analysis, support and guidance and at audit time and importantly at the time of acquisition (by VMware) we were well prepared for all questions and issues.”
“Everything was online. I was able to focus on running my business, instead of managing the 409A process.”
We learned from the industry’s best, then created something better.
For decades, our team has worked with diverse clients across the valuation compliance industry, eager to improve it with an approach that’s smarter, faster, more intuitive.
services experience
booms, busts, aquistions,
anything you can imagine. We’re
experienced and ready for
challenge, stage, or scenario your
company may face.
CEO
Product at Gust,
Consulting at PwC,
Studied at UCSB
CTO
Credit Derivatives technology at
Goldman Sachs, Equity Derivatives technology
and Convertible Bonds trading at BNP Paribas.
Studied at Ecole des Mines
Cryptocurrency Valuation Lead
Head of Partnerships at Spire,
Director at AXA Equitable,
Senior Associate at Duff & Phelps,
Studied at NYU
Senior Advisor
Intangible Asset Valuation Services
Managing Director at Duff & Phelps,
Managing Director at S&P Corporate Value Consulting,
Principal at PwC,
Studied at Pepperdine
Manager
Associate, WR Hambrecht + Co,
Analyst at Caine Mitter & Associates,
Studied at Rutgers
Senior Associate
Analyst at Stern Value Management,
Level III CFA candidate,
Studied at University of Maryland
qualitative, abstract contracts,
into quantitative considerations
that would allow you make the right
business decisions.
Data Analytics Lead
Founder at Canova Analytics,
Data Scientist at Fandex,
Basketball Analyst at Krossover,
Studied at Stanford University
Head of Finance & Operations
VP of Finance at Hackbright Academy,
Portfolio Analyst at Saints Capital,
Senior Associate at Deloitte & Touche,
Studied at University of San Francisco
Valuation Analyst
Equity Management Services
Level II CFA Candidate,
Studied at Baruch College