Eton Venture Services offers expert, independent portfolio valuation services and financial reporting compliance, ensuring transparency and credibility.
Eton Venture Services is a leading provider of independent portfolio valuation services for investment and portfolio funds.
Amid volatile markets, potential conflicts of interest, and regulatory changes, our seasoned professionals offer specialized expertise in financial reporting compliance, risk management, and asset valuation.
We help you navigate the complexities of portfolio valuation while ensuring transparency, credibility, and adherence to industry standards and regulations.
With Eton Venture Services, you can rely on independent, objective, and well-documented advice that withstands scrutiny from all sides. Our defensible valuations comply with relevant reporting standards and policies, ensuring consistency and transparency while adhering to best practices.
We have established best practices for valuation procedures specific to diverse portfolios. Our team takes the time to understand the intricacies associated with each engagement, ensuring a tailored approach that meets your unique needs.
Our experts understand the complexity of valuing financial instruments such as illiquid equity, debt, and derivatives, and have a proven track record in helping clients gain confidence in their fair value reporting. We also offer insights into developing clients' policies and procedures to ensure compliance with GAAP, IFRS, and ASC 820 guidelines.
Founded by securities lawyers from top law schools / law firms and staffed with finance professionals trained by the Big Four and other prominent financial services firms, Eton brings intellectual and quantitative rigor unmatched by others.
The team at Eton is fantastic! Those guys cut their teeth as securities lawyers at premier firms in Silicon Valley so no matter how complex a situation we have presented to them, they are quick on the uptake, and they quickly produce great work. Plus, I can talk to the founder of the firm by simply picking up the phone. Eton truly exceeds our expectations! 
Working with Eton has been a fantastic experience, and they have been a great partner of ours. The team provides us with well-priced services, delivers quickly and is very responsive to our requests and questions, whether those communications are from our board of directors, our outside counsel, or from our financial statement auditors. 
I cannot thank Eton enough for delivering our business enterprise valuation so quickly. We had initially hired a different firm, who didn’t make any progress in three months. Eton provided a thorough and accurate report in five business days. They were amazing to work with, and I will refer them to everyone I know. I am so thankful for Chris and the entire Eton team.
As a fast-growing startup, we needed a valuation partner that could keep up with our dynamic needs. Eton has exceeded our expectations in every way. Their unique combination of legal expertise and financial know-how has made navigating the valuation process a breeze. We couldn't be happier with their service and will continue to rely on them as our go-to valuation firm.
Eton has been supporting us at Joby for more than a decade as we've grown from being a small startup through to the company that we are today.
As a CFO, I know that accurate and reliable valuations are crucial to our company's success. Eton Venture Services has been an invaluable partner in this regard, providing robust and defensible valuation calculations, analyses, and reports. Their deep industry knowledge and ability to navigate complex situations have enabled us to make informed decisions with confidence. Their third-party objectivity and close collaboration with our team and advisors have resulted in fully-documented analyses that comply with relevant valuation standards, mitigating risk and achieving the best possible outcome. Eton sets the benchmark for valuation services, and I highly recommend them to any CFO in need of accurate and reliable valuations.
As a startup founder, I have found Eton Venture Services to be an essential partner in helping me navigate the complexities of valuation. Their team's expertise and deep industry knowledge have enabled them to provide me with clear and comprehensive analyses that are crucial in making informed decisions for my company's future. They work closely with my team and advisors to ensure that all relevant standards are met and that our valuations are defensible. Their emphasis on documentation has been invaluable in mitigating risk and achieving the best possible outcome. I highly recommend Eton Venture Services to any startup founder in need of accurate and reliable valuation services.
As an investor in early-stage technology companies, I know that proper valuation is critical for a company's success. Eton Venture Services has been an essential partner for the companies in which I invest, providing comprehensive and reliable valuations that comply with relevant standards. Their deep industry knowledge and ability to navigate complex situations have been instrumental in helping these companies make informed decisions with confidence. Their commitment to exceptional service and responsiveness to our specific needs have been invaluable in maintaining compliance, mitigating risk, and getting it done right. Eton sets the benchmark for valuation services, and I highly recommend them to any company / investor in need of expert and reliable valuation services. 
Eton Venture Services plays a critical role in our valuation projects, providing deep industry knowledge, expertise, and comprehensive analyses on an aggressive timeline while demonstrating an unwavering commitment to exceptional service and compliance. Their personalized approach and trustworthiness have made them an invaluable partner in maintaining compliance and allowing us to focus on our core business. We are also impressed by Eton's responsiveness to auditor requests, further demonstrating their dedication to client success. Eton's rigorous methodologies and industry knowledge have exceeded our expectations and instilled complete trust in their valuations, allowing us to focus on our core business with peace of mind. 
I have had the pleasure of working with Eton on multiple occasions, and their exceptional service never fails to impress me. The team's ability to provide accurate, thorough, and audit-defensible valuations under extreme time constraints has been vital for our company. Their dedication to understanding our unique business needs and providing tailored solutions sets them apart from other firms. Eton is our go-to choice for valuation services.
As a Controller, I understand the importance of accurate and reliable valuations for our company's success. Eton Venture Services has been an invaluable partner, providing us with robust, defensible, and reliable valuation calculations, analyses, and reports. Their deep industry knowledge and ability to navigate complex situations have been instrumental in helping us make informed decisions with confidence. Their third-party objectivity and close collaboration with our team have resulted in fully-documented analyses that comply with relevant valuation standards, mitigating risk and achieving the best possible outcome. I highly recommend Eton Venture Services to any company in need of accurate and reliable valuations.
As a founder / CEO dealing with complex tax compliance valuation matters, I turned to Eton Venture Services for guidance. They played a critical role in our valuation project, providing expertise, deep industry knowledge, and comprehensive analyses on an aggressive timeline. Eton's commitment to exceptional service, responsiveness, and compliance sets a new standard. Their trustworthiness and personalized approach made them an invaluable partner in making sure that we comply with tax law. I highly recommend Eton Venture Services to any founder seeking accurate, reliable, and trustworthy valuations.
Chris and the Eton team are great to work with. They are responsive, thorough, and have deep industry knowledge. Our valuation report was completed on time, and I received status updates throughout the process. As a second time founder, I have worked with several valuation firms in the past - Eton Venture Services has been the best without a doubt.
Eton Venture Services has been a trusted partner for our company's valuation needs. Their deep industry knowledge, expertise, and comprehensive analyses have been instrumental in helping us make informed decisions with confidence. Eton has consistently demonstrated their dedication to client success since day one of our partnership. Their rigorous methodologies and industry knowledge have exceeded our expectations and instilled trust in their valuations, allowing us to focus on our core business. I look forward to our partnership and working with them on future valuation needs.
As a Founder and CEO, it's important to have a reliable partner for our company's valuation needs. Eton Venture Services has been just that, letting us make informed decisions with confidence. Their excellent service and responsiveness have been crucial in maintaining compliance and mitigating risk, and their emphasis on documentation has helped achieve strong outcomes. I would recommend Eton Venture Services to any CEO in need of accurate and reliable valuations.
Eton Venture Services has been a game-changer for our company. Their team's ability to efficiently handle complex financial situations with ease and professionalism is unmatched. I've had the pleasure of working with Eton on multiple valuations, and I can confidently say that their dedication to providing top-quality service is unparalleled. We'll never look elsewhere for our valuation needs!
As the Interim CFO of Definitive Intelligence, a Web3-focused company, I required top-notch, independent valuation services and immediately turned to Eton for their unparalleled service and expertise. I have worked with Eton on several other companies, including Notion, Preset, and Convex, across various valuation needs at different companies and have consistently been amazed by their meticulous approach, swift delivery, and cost-effective solutions for all projects. Eton has always gone above and beyond, offering a unique combination of valuation expertise, legal insight, experience liaising with the C-suites and boards of directors, and seamless collaboration with us on any post-valuation questions. The unparalleled level of comprehensiveness, precision, and reliability in their valuation and advisory services sets them apart from the competition.
Portfolio valuation directly impacts a company’s financial statements by affecting the balance sheet, income statement, and cash flow statement.
Accurate valuation of assets is crucial for presenting the company’s true financial position, calculating profitability, and determining cash flows from investments.
Inaccurate or outdated valuations can lead to misrepresentation and potential compliance issues with regulatory authorities.
The portfolio valuation process typically involves identifying the assets to be valued, selecting appropriate valuation methodologies, gathering relevant data, applying the chosen methods, and documenting the assumptions and results.
It is essential to have a consistent and transparent approach, complying with relevant accounting standards and regulatory requirements.
Engaging with experienced valuation professionals, like Eton Venture Services, can help ensure the accuracy and reliability of portfolio valuations.
For a more complete breakdown of the portfolio valuation process, please check out our complete guide: Portfolio Valuation: Key Principles, Methods & How-to
Common valuation methodologies for portfolio valuation include the market approach, income approach, and cost approach.
The market approach uses comparable transactions or publicly traded securities to derive a valuation, while the income approach estimates the present value of future cash flows generated by an asset.
The cost approach determines the cost to replace or reproduce an asset.
The choice of methodology depends on the nature of the asset and the availability of reliable data.
The frequency of portfolio valuation for financial reporting purposes depends on the company’s reporting requirements and the nature of the assets held.
Publicly traded companies typically perform valuations at least quarterly, while private companies may do so annually or as required by their stakeholders.
It is important to update valuations whenever significant changes occur in the company’s assets or market conditions that could materially impact asset values.
Engaging a third-party valuation firm, like Eton Venture Services, for portfolio valuation offers several benefits, including expertise in applying appropriate valuation methodologies, access to relevant market data, and an unbiased, independent perspective.
Additionally, third-party valuation reports can enhance the credibility of financial statements and help mitigate potential risks associated with regulatory compliance and stakeholder concerns.
