Value8 review
A free DCF model complements Value8’s deeper focus on cap-table and equity workflows.
Reviewed by iTechGuides Editors · Editorial team · Updated Nov 2026
Value8 brings cap-table management, employee equity, valuation services, and liquidity workflows into a web platform for companies managing ownership from early fundraising through later-stage activity. Its free DCF model gives startups a way to model business value alongside cap-table and equity planning tools. The emphasis, however, is broader equity administration rather than a wide toolkit of general business valuation methods, so it suits teams that want ownership workflows close to valuation more than buyers seeking valuation as the product’s main discipline.
The published plans start with Free, which includes unlimited holders and rounds, an Employee Portal, Admin, a Section 102 kernel, and five core reports. Essentials costs $899 per year and adds Equity Planner, 14+ premium reports, automated e-signature issuance, and e-Certificates; a 409A valuation is priced at $899. Growth is $2,499 per year and includes Exit Waterfall modeling for M&A and IPOs plus one 409A. Liquidity costs $6,499 per year, adds a ledger for ASC 718, Reg D, Section 102, and tax forms, includes up to three 409A valuations, and adds a due-diligence vault and concierge onboarding. The 409A prices are service or module prices, distinct from the paid plan prices.
For companies coordinating equity activity, Value8 connects cap tables, grants and vesting, scenario modeling, ownership workflows, tax and compliance tools, and investor due diligence. Listed integrations include LSEG PISCES, Carta, Pulley, and CSV. A 409A service includes an appraiser-prepared report, while Exit Waterfall modeling is aimed at M&A and IPO scenarios. That makes the product a stronger fit for teams combining equity administration with valuation and liquidity work than for buyers seeking valuation methods beyond its DCF model and 409A service. The Free plan is a practical starting point; teams needing exit modeling or broader equity functions should compare the paid tiers.
Value8 pros and cons
- Where it wins
- Free plan includes unlimited cap-table holders and rounds
- Free DCF model plus scenario and next-round equity planning
- Paid tiers add exit modeling, reports, and 409A services
- Where it doesn't
- Valuation coverage centers on equity workflows and 409A services
- Exit Waterfall modeling starts with the Growth plan
- Cloud deployment is web-based, with email support
Value8 fact sheet, pricing and score →
Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.
Last updated · How we research and update