Valuation decisions rarely come with perfect signals. As financial reporting season approaches, this short video series takes a closer look at three areas that consistently raise questions for funds and finance teams: valuation caps on SAFE notes, secondary market pricing, and information rights.
Listen in as Withum’s Michelle Keyes, Principal and Peter Lubcker, Partner, move beyond surface-level assumptions and explore what these data points actually represent, where they can be misunderstood, and how they should be evaluated within a fair value framework.
Each episode is designed to provide clarity around common valuation challenges, offering insights that help professionals approach financial reporting with greater confidence and consistency. Whether you are preparing valuations, reviewing them, or relying on them for decision-making, this series delivers perspective that helps separate signal from noise.
Explore Our Episodes
SAFE note valuation caps often get misunderstood. Pete and Michelle unpack what a valuation cap really means, how it’s negotiated, and why it’s only one data point when determining fair value for financial reporting.
Financial reporting season is here. Michelle and Pete explore the role of information rights in fund investments and what it means when a portfolio company doesn’t provide financial data.
Contact Us
For more information on this topic, reach out to Withum’s FInancial Services Team today.
