Venture First provides a portfolio of independent valuation services for entrepreneurs, venture capital funds, private equity funds, family offices and estates, ranging from the simple to the complex, whether it’s annual 409As to set stock option strikes, quarterly ASC 820s to mark a portfolio to market, or transfer tax valuations to manage estate issues for founders. [Read more]


Venture First offers a complete set of transaction advisory services, including Mergers & Acquisitions and Capital Raising Services.  We work with management teams and shareholder groups to provide long-term planning, organization and deal process management activities to support our client’s strategic and transaction completion goals.  [Read more]


Unlike typical financial services groups, Venture First focuses on assisting client companies through their development life cycle. A variety of targeting financial and strategic consulting services allow Venture First clients to seamlessly navigate common challenges for innovative companies. [Read More]